Senior Consultant, Asset Specialist

* ** 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.
* 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.
* 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 Mailb
* CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
* 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 test (such as simulation, coding, French proficiency).At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values:
Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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