Sr. Consultant, Asset Specialist
CIBC
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)
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