Bilingual field trainer delivering AutoAlert automotive software training and consulting to Canadian dealerships. Supporting platform adoption, customer engagement, and business goals with up to 95% travel.
About the role
- Credit Manager structuring and overseeing complex lending for CIBC Private Wealth’s high-net-worth clients. Supporting advisors, risk teams, and leadership across credit applications and portfolios.
Responsibilities
- Manage and administer the complex credit book within Private Banking under the direction of the Director, Credit
- Provide guidance and support to Private Banking Advisors on new credit requests
- Analyze client financial information for holding companies and individuals and assess it against credit requests
- Confirm or recommend appropriate lending facilities and security structures
- Communicate with clients and professional advisors on complex credit situations
- Prepare credit applications using iCap and CLASS CIBC credit platforms
- Partner with Wealth Risk Management to negotiate credit terms
- Assist with creating loan documentation and liaise with back-office teams on security documentation
- Monitor the existing complex credit book, particularly credit expiries
- Identify expiries in advance and coordinate monitoring, information gathering, and credit reviews
- Provide credit structuring guidance to Private Banking Advisors and local leadership
- Support leadership in preparing deal summaries for large credit requests
- Engage with Private Banking offices to promote awareness of credit policies and procedures
Requirements
- Bachelor's degree from a recognized post-secondary educational provider; preference given to candidates focused on business and/or finance
- Solid working knowledge of main credit principles for personal lending, including high net worth clientele
- Solid working knowledge of main credit principles for commercial lending
- Working knowledge of product attributes and principles used in personal, residential, mortgage, and business lending
- Knowledge and experience reading, interpreting, and analyzing financial statements and applying the information within credit applications
- Knowledge of high net worth financial and estate planning concepts
- Good working knowledge of CIBC products and services for high net worth clients
- Strong computer literacy, including proficiency in Microsoft Office Suite
- Fluency in French and English
- Legally eligible to work at the specified location(s); valid work or study permit where applicable
- May be required to complete attribute-based assessments and skills tests, including French proficiency testing
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Accessible candidate experience and accommodation support
- Opportunities for career development and growth
- Flexible work arrangement with on-site and remote work proportions discussed during interview
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Alert Management Specialist monitoring real - time safety alerts and supporting lone workers for Blackline Safety. Managing emergency escalations, troubleshooting, and incident reporting on overnight shifts.
Coordonnateur bilingue des programmes étudiants chez McCarthy Tétrault, cabinet d’avocats canadien. Coordination du recrutement, du développement des compétences et de l’administration à Montréal.
Remote bilingual coordinator managing disability claims and benefit applications for Medavie, a national Canadian health solutions partner. Handling client inquiries, claim administration, financial calculations, and file maintenance.
Bilingual caseworker supporting Cencora’s Canadian patient, healthcare, and HR service programs. Managing cases, calls, documentation, follow - up, and adverse - event reporting.
Bilingual Caseworker managing patient - support and HR cases for Cencora’s Canadian pharmaceutical services. Providing telephone support, case documentation, follow - up, and adverse - event reporting.
Bilingual caseworker managing patient access, clinical follow - up, and case documentation. Supporting Cencora’s Canadian pharmaceutical patient - services operations through Innomar Strategies.
Bilingual case manager supporting Canadian patients with medication access and therapy adherence. Coordinating healthcare providers, pharmacies, and funding through Cencora’s Innomar Strategies.
Bilingual Patient Care Navigator supporting Canadian patients through enrollment, reimbursement, and therapy coordination. Sentrex Health Solutions provides specialty pharmacy and patient support services.
Bilingual Disability Case Manager adjudicating short - and long - term disability claims for Canadian benefits administrator Manion. Assessing medical documentation, managing claimants, and resolving complaints.