Investment Product Wholesaler, Vancouver

CIBC • Vancouver, BC

1d • Hybrid

About The Position

As a key member of the National Sales Team for CIBC Asset Management, you will help develop and implement effective sales plans and strategies within your assigned territory with a goal of maximizing sustainable sales results from existing relationships and developing new relationships with Advisors. As a Director, Regional Sales with CIBC Asset Management (CAM), you will be responsible for consultative solutioning support around mutual funds, pools, funds of funds, ETFs, alternatives, and separately managed products. CIBC enables a work environment that is 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.

Requirements

• Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.
• Business Development
• Client Service
• Community Connections
• Investment Advising
• Investment Products
• Leadership
• Needs Analysis
• Professional Presentation

Nice To Haves

• Passionate about people and find meaning in relationships.
• Build trust through respect and authenticity.
• Put clients first and engage with purpose to find the right solutions.
• Go the extra mile.
• Motivated by accomplishing goals and delivering your best to make an impact.
• Thrive when empowered to take the lead, go above and beyond, and deliver results.
• Enjoy investigating complex problems and making sense of information.
• Confident in ability to communicate detailed information in an impactful way.
• Values matter to you.
• Bring your real self to work and live values – trust, teamwork, and accountability.

Responsibilities

• Develop and implement effective sales plans and strategies within your assigned territory.
• Maximize sustainable sales results from existing relationships and develop new relationships with Advisors.
• Provide consultative solutioning support around mutual funds, pools, funds of funds, ETFs, alternatives, and separately managed products.
• Meet with Investment Advisors to become an essential partner by providing consultative advice to help identify and address the needs of their specific client investment complexity.
• Be visible in your territory with high quality and timely sales support to existing and prospective clients.
• Share information regarding best practices, provide insights regarding successful strategies in working with clients, and gather information on client’s needs to provide actionable insight to inform product/marketing pertinent to improvement of existing products or development of new products.
• Implement an elevated approach to sales to ensure that you stand out in your territory.
• Work closely with Director Business Development responsible for BDM’s to provide leadership and guidance to your Inside Sales partner.

Benefits

• Competitive compensation
• Banking benefits
• A benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed