Sr. Consultant, Asset Specialist (Greater Toronto Area)

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 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.

Please note this role will be supporting within the Greater Toronto Area and will be expected to work from various banking Centers in the GTA. 

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. Travel within the assigned territory, and occasional travel to attend regional and national meetings required.

How You’ll Succeed

• Product Knowledge and Support - 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 and create awareness of national and local marketing programs and leads the successful introduction of new product launches

• Sales Support - 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

• Sales Strategy Development - 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)

Who You Are

• You can demonstrate experience in wealth management and have expert knowledge of proprietary wealth management products as well as competitive offers. You will bring strong process knowledge from Retail, Small Business and Private Banking. You also have experience in an advisory sales role; additional experience supervising salespeople is an asset. You have superior sal