Sr. Consultant, Asset Specialist

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

You will act as an integral member of the market leadership team and work in an assigned territory in the Eastern Canada region to enhance and lead key product sales and support activities in line with CIBC Global Asset Management's national sales strategy. As an Asset Specialist, the overall mandate is to partner with CIBC retail market leaders to build the capacity and confidence of the sales force to increase overall product sales and leverage client businesses.

Note: This role requires frequent local travel within the assigned market, as required, and occasional travel to regional or national meetings. Any additional languages is an asset.

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 you'll succeed

• Product Knowledge and Support – Provide subject matter expertise and sales support for key products such as mutual funds, pooled integrated products, and fund products. Support and partnership on personal and business deposit solutions, including payment products and services, Role can be based in Atlantic Region or accounts, savings accounts and GICs, MLGICs, where applicable, with partners in this area. Bring this expertise through group presentations or individually (in-person or virtual). Raise awareness of national and local marketing programs and lead the successful introduction of new product launches

• Market/Community Support – Partnering with market leaders to build advisor capacity, identify capacity gaps, and provide solutions primarily through group coaching formats that leverage input from all, such as advisor forums, market and community meetings,  webinars, conference calls, etc. Provide advice and subject matter expertise to advisors on assessing and analyzing client needs, product suitability, selling products, using tools, negotiating, closing sales, and cross-selling based on the client's specific needs

• Sales Strategy Development – Conduct competitive market analysis and support the development and execution of business plans with market leaders. Proactively identify sales opportunities to improve market penetration and help generate new leads. Support market activities aimed at developing new sources of external business (e.g., providing materials to advisors for client education seminars among others)

Who you are

• You have experience in Asset Management and have an in-depth knowledge of Asset and Wealth Management products as well as competitive offers. You will bring a solid knowledge of retail, small business and private banking processes. You also have experience in a sales consulting role; Additional experience in supporting salespeople is an asset. You have superior sales coaching and consulting skills, as well as excellent facilitation and presentation skills.

• You are a certified professional. You have completed the Canadian Securities Course (CSC) and/or the Certified Financial Planning (CFP), IQPF in Quebec or RCC is an asset

• Your influence has an impact. You know that relationships and networks are essential to success. You inspire results by being heard.

• You are 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 true self to work and live our values – trust, teamwork, and responsibility.

#LI-TA 

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 Mailbox.careers-carrieres@cibc.com

• 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.

Job Location

Halifax-1809 Barrington St. 16

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Asset Management, Business Opportunities, Capability Development, Client Service, Communication, Deposit Products, Identifying Sales Opportunities, Investment Products