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 Will Be Doing
CIBC Global Asset Management (CIBC GAM) is one of Canada's largest asset management firms in Canada. We are leaders in providing a broad range of high-quality global investment management solutions to retail and institutional clients. At CIBC, our goal is to help our clients achieve what matters to them. Our philosophy is based on the CIBC values of Trust, Teamwork, and Accountability and we achieve results for our clients through an in-depth disciplined investing approach based on rigor and research.
You will be part of a dynamic team in your role as a Business Development Manager. You will work with National Asset Specialist Team to increase market share with existing clients while incrementally developing new business relationships. Your sales activity will be both virtual and in person where appropriate as determined by events and activities within the territory. You will also support the growth and development of Personal Portfolio Services with custom proposals and continued servicing of existing holdings to advisors. You will have access to CIBC Asset Management, Personal Banking and Imperial Service planning tools (CapIntel, Morningstar Adviser, Smart Planner, CIBC Goal Planner, ECRM, Allego) to facilitate advice and investment plans. You will assist the National Asset Specialist team to manage sales capability development activities and support investment plans & proposals across various groups in Retail Markets and multiple business areas to ensure efficiency, consistency, and a national view in the support provided to the field.
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. Occasional travel is required within GTA.
How You Will Succeed
Business Development: Prospect for new business with Advisors in your territory through contacts and regular follow-ups.
Product Knowledge: Ensure full knowledge of GAM current product and market trends including product/portfolio features, benefits, and investment strategies. Periodically deliver product information and business development tools with Advisors.
Relationship Building: Strengthen existing business relationships to consistently meet sales target.
Collaboration - Work with entire Asset Specialist Team to deliver activity at all levels – at the advisor, segmentation, territory, calendar and events level.
Solution provider - To advisors by asking great questions to uncover a need and then present a compelling product solution. Deliver solution information, Portfolio Manager insights, Point of Sales Tools, Portfolio level analysis. The role contributes to the effectiveness of the Investment sales force by providing product expertise, investment proposal support and investment advice capability.
Who you are
You can demonstrate experience in. You have experience in sales within the mutual fund/wealth management industry (an asset). You are knowledgeable and have an interest of current trends in the broker/dealer industry, bond and capital markets
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.
You are a certified professional. You have current/past accreditation and good standing with Mutual Funds (MF) and/or Canadian Securities Course (CSC).
You can demonstrate experience in Salesforce (ECRM), Excel, Power BI, Microsoft 365.
You have a degree in. You have a degree in Finance/Business/Economics or a related field.
You're fluent in English. It’s an asset if you’re fluent in French.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
#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 [email protected]
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 tests (such as simulation, coding, French proficiency, MS Office). 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
Toronto-161 Bay St, 23rd FloorEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Reports, Business Development, Business Initiatives, Client Service, Customer Retentions, Investment Research, New Business AcquisitionSimilar Jobs
What We Do
CIBC is here to help all our clients reach their goals.
We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.
With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.
This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.
La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.
Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.
Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.
Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada
