Client Management, Summer 2026 Co-op

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

The goal of CIBC’s Capital Markets business is to be the premier client-focused Capital Markets provider based in Canada. To deliver on this, the capital markets arm of CIBC provides a wide range of credit, capital markets, investment banking, merchant banking and research products and services to government, institutional, corporate and retail clients in Canada and in key markets around the world. 

The Client Services Management (CMS) teams within Capital Markets has the mandate to onboard funds, shared clients and broker counterparties as well as to manage a robust and effective client lifecycle for clients.  The CMS teams, as well as the Regulatory Client Outreach team in Toronto and London are responsible for client data and account remediation initiatives primarily related to domestic and international regulatory reporting regimes.  The team conducts its activities through internal and external research and interaction with numerous stakeholders including, Salespeople & Relationship Managers, Legal Documentation, Credit, Operations teams.  Client contact and outreach experience may also be involved. 

As a student joining the team, you will be reporting to one or all of the Directors heading up the CMS or Regulatory Client Outreach functions, and will be responsible for executing on Capital Markets client data analysis, business analysis, project support, data remediation, customer service & general mailbox management, client communications and reporting. The candidate may  be  involved in business analysis activities and to advance assigned business initiatives work on various projects. This role requires interaction with Technology, Front Office, Legal, Regulatory Operations and other teams.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

Important information

• You are enrolled in a post-secondary program in General Bachelor of Arts, or Science or in Business, Economics or related program at the time of the work term, with a graduation date of December 2026 or later.
• Include your resume, cover letter, and your most recent unofficial transcript with your application. These should all be uploaded into the resume section of your application in a PDF format.
• Location: Toronto.
• Duration of Work Term: 4 months (May 2026 – August 2026). 
• Applications are being reviewed on rolling basis, we encourage you to apply as soon as possible.

How you’ll succeed

• Process Management. Must possess the ability to learn, understand, and apply new business or workflow process.  You will assist in creating or enhancing training material and job aids for knowledge sharing and experience related to various job mandates.
• Customer Service Management. Well defined knowledge of tools and techniques for maintaining an environment where all understand, and are committed to, providing excellent service to internal and external customers. Strong sense of accountability and ownership over client experience and end-to-end client on-boarding processes, including monitoring team owned email outlook inboxes and addressing inquiries and requests professionally.

• Relationship Management - Effectively work with and manage relationships with internal stakeholders, including Senior Management in Front Office, as well as Legal, Compliance, Technology and Operations.
• Project Management - Support project implementation and assist in client data and in-scope regulations if applicable. Drive to collaborate and support individuals and cross-functional teams to resolve organizational, operational and process problems. Be accountable at all times, taking ownership of projects and initiatives assigned by manager.
• Client Data & Reporting - Identify opportunities for automation and enhancements to current reporting processes that support management reporting and business as usual activities related to client onboarding and other regulatory requirements involving investigation and and/or due diligence. Provide input on key performance indicators to assist with team performance and monitoring to deliver this information to stakeholders.

Who you are

• It’s an asset if you have some familiarity with the Capital Markets business and product knowledge to easily understand the client onboarding lifecycle.  Familiarity with Institutional investment clients and large corporations.  Familiarity with Capital Markets products/transactions, and related regulatory regimes.
• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. You have excellent research, analysis and documentation skills to collect, validate and consolidate the required data/information into appropriate formats.
• You can demonstrate experience in different technology and software applications, such as MS suite of applications including Excel, and other Database management systems and platforms, SharePoint, and have a comfort level working with existing and new applications bespoke to capital markets and/or to CIBC.
• You practice effective communication. Your verbal and written communication skills are second to none which allow you to be able to explain complex concepts in a meaningful way. Ability to communicate effectively at all levels of the organization, including clients and relationship managers to deliver high quality and timely deliverables.
• You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best. You have a strong continuous improvement mindset. 
• You identify and manage risk.  Ability to identify conflicts and escalate issues, when and where appropriate, maintaining a sense of urgency to ensure onboarding, regulatory client outreach and/or project targets are met.
• You are flexible and adaptable.  You are able to adapt to changing situations even when there is ambiguity, and you have the ability to work in a fast paced environment with multiple priorities.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

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