Proposal Associate

Job Number: J0726-0200 Category: Business Development Employment Type: Full Time City: Toronto Posting Date: July 21, 2026 Closing Date: August 18, 2026 Company Information CIBC Mellon is a leading provider of asset servicing solutions to institutional investors in Canada, including multi-currency accounting, fund valuation, and investment information reporting. We are passionate about providing exceptional client service backed by our culture of innovation and success. Our outstanding employee experience will provide you with opportunities to learn and grow professionally while supporting the communities in which you live and work. We are a diverse and dynamic workplace where employees take an active role in delivering on strategic objectives while advancing their individual career goals. We encourage innovative thinking and give our employees the support and resources they need to turn great ideas into actions. We’re always looking for talented people who can make a meaningful difference for our clients, our company and our communities. To learn more about why our employees love coming to work each day, visit www.cibcmellon.com/experience. Position Overview Reporting to the Director, Business Development the Proposal Associate is responsible for preparing accurate, thorough and strategic responses to existing client Due Diligence Questionnaires (DDQs). The Proposal Associate also supports Business Development strategies and communication materials by assisting with responses to Requests for Proposals (RFPs), Requests for Information (RFIs), and related collateral, such as Executive Summaries. Engaging with relevant stakeholders, the Proposal Development Lead will deliver timely and accurate and compelling content across the various Responsibilities Researches, writes, edits, proofreads, and provides direction on responses to questionnaires, while adhering to internal procedures and audit controls. Engages with internal resources to manage project timelines to ensure questionnaire requirements are met and materials are submitted on schedule. Proactive project management of assigned duties in the preparation of responses to questionnaires and related collateral through discussions with subject matter experts. Assist senior team members with responses to RFIs and RFPs, as required. Build strong relationships with stakeholders and subject matter experts across the organization in order to seek out and promote compelling content for proposal responses within each of our business segments. Facilitate responses to questionnaires using a Content Management System workflow tool and library, Loopio. Enhance the written content by grasping the intended meaning of specific technical and operational concepts through attending related meetings and by interpreting raw proposal material to ensure its accuracy and relevancy. Qualifications University education or equivalent formal post-secondary education with a degree in Business, Communications, English, or other writing-intensive discipline. 3-5 years of progressive experience within financial services in a corporate communications, employee communications, or business support communications Exceptional command of the English language, including previous experience in a role with heavy emphasis on writing/editing. Strong oral communication and presentation skills. Personal initiative, ability to manage competing timelines/stakeholders with a strong sense of urgency, and ability to adapt to a changing and demanding environment. Previous experience consulting with individuals at various levels, including senior leaders. Strong understanding of good communications practices. CSC or financial industry course is an asset. Working knowledge of Microsoft Office applications. Ability to communicate in French is an asset CIBC Mellon's Values Get it Right Every Day: Deliver service excellence while always acting with the highest ethical standards Put Clients at the Centre: Advocate for clients by listening, sharing knowledge, and bringing the right solutions forward Be One Family: Challenge, empower and recognize your colleagues Take Ownership: Speak up, speak out, and make things better Job Specific Competencies The salary band for this position ranges between $70,000 - $110,000. Individual pay is determined by factors such as job-related skills, market conditions, relevant experience, education, training, and internal equity. Please note, our recruitment process may include the use of AI-assisted tools. This posting is for an existing vacancy. CIBC Mellon is committed to taking all reasonable steps to accommodate the needs of all individuals. Should you require any accommodations during the recruitment and selection process, please speak with your Recruitment Consultant.

The Proposal Associate is responsible for preparing accurate and strategic responses to client Due Diligence Questionnaires, RFPs, and RFIs. They manage project timelines through collaboration with subject matter experts and utilize content management tools to deliver compelling business development materials.

Candidates must have a university degree in Business, Communications, English, or a related writing-intensive field and 3-5 years of experience in financial services communications. Exceptional English writing and editing skills, along with the ability to manage competing timelines and engage with senior leaders, are required.

• Gestion de projetSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Proposal Writing
• Editing
• Proofreading
• Project Management
• Stakeholder Management
• Due Diligence Questionnaires
• RFP Responses
• RFI Responses
• Content Management Systems
• Loopio
• Microsoft Office
• Corporate Communications
• Financial Services
• Business Development
• Oral Communication
• English Proficiency

• Finance & Accounting
• Management & Leadership
• Creative & Media

Formation minimale

Baccalauréat

Expérience minimale

2+ ans

Postuler avant le

20 août 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level