Sr Consultant Asset Specialist
Sr Consultant Asset Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What Youll Be Doing
You will act as an integral member of the market leadership team and work in an assigned territory to enhance and drive major sales and product support activities in alignment with national sales strategy of CIBC Asset Management. As an Asset Specialist the overarching mandate is to partner with CIBC retail market leaders to build sustained sales force capability and confidence in order to increase overall product sales and leverage client business.
Please note this role will be supporting within the Greater Toronto Area and will be expected to work from various banking centers in the GTA.Travel within the assigned territory and occasional travel to attend regional and national meetings required.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of onsite and remote work) will be discussed at the time of your interview.
How Youll Succeed
Product Knowledge and Support Provide subject matter expertise and sales support for key products such as mutual funds pooled wrap products and funds products as well as personal and business deposit solutions including payment products and services chequing accounts savings accounts and GICs. Provide this expertise through sales presentations and create awareness of national and local marketing programs and leads the successful introduction of new product launches
Sales Support Partner with market leaders in building advisor capability identifying capability gaps and providing solutions primarily through group coaching formats that leverage scale. Provide guidance and subject matter expertise to advisors on assessing and analyzing client needs product suitability selling of products use of tools negotiation closing of sales and crossselling based on the particular client needs
Sales Strategy Development Perform competitive market analysis and support the development and of business plans with market leaders. Proactively identify sales opportunities to enhance market penetration and help drive the initiation of new sales leads. Support market activities targeted at developing new external business sources (e.g. provide materials to advisors for client education seminars)
Who You Are
You can demonstrate experience in wealth managementand have expert knowledge of proprietary wealth management products as well as competitive offers. You will bring strong process knowledge from Retail Small Business and Private Banking. You also have experience in an advisory sales role; additional experience supervising salespeople is an asset. You have superior sales coaching and consulting skills along with excellent facilitation and presentation skills.
You are a certified professional. You have completed the Canadian Securities Course (CSC)and Personal Financial Planning (PFP).Completion of or enrollment in the Certified Financial Planner (CFP)Chartered Financial Analyst (CFA) and / or MBA program is an asset.
Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
Youre passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.
#LITA
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 aspire to give you a career rather than just a paycheck.
We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social pointsbased 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.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and 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
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 attributebased assessment and other skills tests (such as simulation coding French proficiency MS Office). 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.
Job Location
Toronto161 Bay St. 23rdEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Thinking Asset Management Business Opportunities Capability Development Client Service Deposit Products Investment ProductsRequired Experience:
Senior IC
Employment Type
Full-Time
