Director, Wealth Solutions Group - Bilingual
Director, Wealth Solutions Group - Bilingual
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Job Description
Were building a relationship-oriented 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
What youll be doing
The Wealth Solutions Group within Capital Markets supports the distribution of Fixed Income Money Market Foreign Exchange Structured Notes Alternative Solutions (including Canadian Depositary Receipts and Private Markets) and Market-linked GICs to CIBCs Wood Gundy Investment Advisors Private Bankers Retail Bank financial advisors and Third-party Investment Advisors.
The successful candidate will be primarily focused on distributing Canadian Depositary Receipts (CDRs) through various advisor distribution networks. The role operates in a fast-paced trading floor environment as part of a dynamic hardworking production-focused sales team. Work location is flexible between Montreal or Toronto.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How youll succeed
- Client Focus Provide product information to our clients in a timely manner with exemplary service. Prospect and develop clients through outbound and follow-up calls value-add idea generation and client meetings/presentations all the while providing trusted advice. Travel will be required within Canada at times to ensure client coverage. Monitor/track and analyze market activities and economic factors on an ongoing basis throughout the day to be in a position to respond to client requests with timely trade ideas. Cross-sell other products depending on our risk appetite and clients requirements at all times making sound judgment.
- Relationship Building Work closely with sales structuring trading and other CIBC infrastructure groups (operations tax legal etc.) to develop appropriate client solutions. Be prepared to cross-train when the time arises as directed by management. Share any developed skills knowledge ideas with management and other members of the Wealth Solutions Group. On your own initiative develop product knowledge through directed or self-directed study.
- Attention to Detail - Work diligently in a fast-paced environment to ensure that the needs of our clients and the team are being handled correctly.
Who you are
- You have an undergraduate or Masters degree in Commerce Finance or STEM (Science Technology Engineering Math) preferred with at least 5years of similar or relevant business experience. Completion of the Canadian Securities Course and Conduct & Practice Handbook required with aCFA designation (or progress towards) considered an asset.
- You can demonstrate your relevant industry experience. A passion for understanding financial markets is a must including a solid understanding of the current market environment. Established relationships with CIRO licensed investment advisors at full-service brokerages (i.e. CIBC Wood Gundy RBC DS etc.) is a pre-requisite. Ability to very quickly acquire knowledge to demonstrate competence add value to transactions and client relationships. Understanding of ETF mechanics and structured notes is a plus. You have excellent communication skills in English and French. Mandarin as a secondary language is considered an asset. Excellent interpersonal and relationship building skills required in order to develop manage and leverage relationships with clients and internal and/or external business partners. Strong presentation skills sufficient to clearly articulate conceptual information/ideas on issues involving extensive interpretation and opinion.
- Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.
- Youre fluent in French and English to serve our clients in the community.
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 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.
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 attribute-based 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
Toronto-161 Bay St. 5thEmployment Type
RegularWeekly Hours
37.5Skills
Analytics Insights Business Business Direction Business Risks Client Service Finance Financial Markets Global Market Investments Marketing Strategies Portfolio Management Relationship Management Sales Structured ProductsRequired Experience:
Director
Employment Type
Full-Time
