Senior Consultant, Asset Specialist
About The Position
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. What you’ll be doing You will act as an integral member of the market leadership team, and work in an assigned territory within the GTA, 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. 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 will be discussed at the time of your interview.
Requirements
- Demonstrate experience in wealth management and have expert knowledge of proprietary wealth management products as well as competitive offers.
- Bring strong process knowledge from Retail, Small Business and Private Banking.
- Experience in an advisory sales role.
- Superior sales coaching and consulting skills.
- Excellent facilitation and presentation skills.
- Certified professional.
- Completed the Canadian Securities Course (CSC), and Personal Financial Planning (PFP).
- Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.
Nice To Haves
- Additional experience supervising salespeople is an asset.
- Completion of or enrollment in the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and / or MBA program is an asset.
Responsibilities
- 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, create awareness of national and local marketing programs and lead the successful introduction of new product launches.
- 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 cross-selling based on the particular client needs.
- Perform competitive market analysis and support the development and execution 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).
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
