Senior Consultant, Asset Specialist

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.

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.

The annual salary for this role is between $92,480 to $138,830

• 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, create awareness of national and local marketing programs and lead 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).

• 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 sales coaching and consulting skills along with excellent facilitation and presentation skills.

• You are a certified professional. You have completed the Canadian Securities Course (CSC), and Personal Financial Planning (PFP). Completion of or enrollment in the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and / or MBA program is an asset.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes through effective communication, acting with authenticity, and adding value.

• You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

• Values matter to you. You bring your real self to work, and you live our values – trust, teamwork and accountability.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and Moment Makers, 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.

* Subject to program terms and conditions

• CIBC is committed to creating an inclusive environment where all team members and…