Director, Wealth Solutions Group - Bilingual

Canadian Imperial Bank of Commerce; Montreal; Hybrid; CAD 120,000 - 150,000; Full time

Job summary

A leading bank seeks a Director for the Wealth Solutions Group in Montreal. This bilingual role involves distributing Canadian Depositary Receipts through advisor networks and supporting client needs in a fast-paced environment. Ideal candidates will have strong analytical and relationship-building skills, a deep understanding of financial markets, and a proven track record in a similar position.

Benefits

Competitive salary

Incentive pay

Banking benefits

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• 5 years of relevant experience in financial services.
• Completion of Canadian Securities Course and Conduct & Practice Handbook required.
• Fluency in French and English.

Responsibilities

• Client focus through timely product information and advice.
• Building relationships with sales and other groups.
• Monitoring market activities and providing timely trade ideas.

Skills

Analytical Thinking

Client Relationship Building

Financial Markets

Researching

Education

Undergraduate or Masters degree in Commerce, Finance or STEM

Job description

Director, Wealth Solutions Group - Bilingual

Join to apply for the Director, Wealth Solutions Group - Bilingual role at CIBC

Director, Wealth Solutions Group - Bilingual

1 week ago Be among the first 25 applicants

Join to apply for the Director, Wealth Solutions Group - Bilingual role at 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

The Wealth Solutions Group within Capital Markets supports the distribution of Fixed Income, Money Market, Foreign Exchange, Structured Notes, Alternative Solutions (including Canadian Depositary Receipts and Private Markets) and Market-linked GICs to CIBC’s Wood Gundy Investment Advisors, Private Bankers, Retail Bank financial advisors and Third-party Investment Advisors.

The successful candidate will be primarily focused on distributing Canadian Depositary Receipts (“CDRs”) through various advisor distribution networks. The role operates in a fast-paced trading floor environment as part of a dynamic, hardworking, production-focused sales team. Work location is flexible between Montreal or Toronto.

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

• Client Focus – Provide product information to our clients in a timely manner with exemplary service. Prospect and develop clients through outbound and follow-up calls, value-add idea generation, and client meetings / presentations, all the while providing trusted advice. Travel will be required within Canada at times to ensure client coverage. Monitor / track and analyze market activities and economic factors on an ongoing basis throughout the day to be in a position to respond to client requests with timely trade ideas. Cross-sell other products, depending on our risk appetite and clients’ requirements, at all times making sound judgment.
• Relationship Building – Work closely with sales, structuring, trading and other CIBC infrastructure groups (operations, tax, legal etc.) to develop appropriate client solutions. Be prepared to cross-train when the time arises, as directed by management. Share any developed skills, knowledge, ideas with management and other members of the Wealth Solutions Group. On your own initiative, develop product knowledge through directed or self-directed study.
• Attention to Detail - Work diligently in a fast-paced environment to ensure that the needs of our clients and the team are being handled correctly.

Who You Are

• You have an undergraduate or Masters degree in Commerce, Finance or STEM (Science, Technology, Engineering, Math) preferred, with at least 5 years of similar or relevant business experience. Completion of the Canadian Securities Course and Conduct & Practice Handbook required, with a CFA designation (or progress towards) considered an asset.
• You can demonstrate your relevant industry experience. A passion for understanding financial markets is a must, including a solid understanding of the current market environment. Established relationships with CIRO licensed investment advisors at full-service brokerages (i.e., CIBC Wood Gundy, RBC DS, etc.) is a pre-requisite. Ability to very quickly acquire knowledge, to demonstrate competence, add value to transactions and client relationships. Understanding of ETF mechanics and structured notes is a plus. You have excellent communication skills in English and French. Mandarin as a secondary language is considered an asset. Excellent interpersonal and relationship building skills required in order to develop, manage and leverage relationships with clients, and internal and / or external business partners. Strong presentation skills, sufficient to clearly articulate conceptual information / ideas on issues involving extensive interpretation and opinion.
• Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.
• You're fluent in French and English to serve our clients in the community.

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
• 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 [e-mail]
• 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

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Capital Markets, Client Consultations, Client Relationship Building, Financial Markets, Financial Modeling, Global Market, Investments, Market Trading, Relationship Building, Researching

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Information Technology

Banking

Referrals increase your chances of interviewing at CIBC by 2x

Sign in to set job alerts for “Solutions Director” roles.

Group Operations & Learning Development Director

Greater Montreal Metropolitan Area 1 month ago

Director, Centre of Excellence, Guidewire

Greater Montreal Metropolitan Area CA$120,000.00-CA$150,000.00 2 days ago

SaaS Director of Business Development (Insurance Industry)

Director of National Accounts - Lumber and Building Materials

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr

Create a job alert for this search

We Care About Your Privacy

We and our 1 partners store and access personal data, like browsing data or unique identifiers, on your device. Selecting I Accept enables tracking technologies to support the purposes shown under we and our partners process data to provide. Selecting Reject All or withdrawing your consent will disable them. If trackers are disabled, some content and ads you see may not be as relevant to you. You can resurface this menu to change your choices or withdraw consent at any time by clicking the Show Purposes link on the bottom of the webpage [or the floating icon on the bottom-left of the webpage, if applicable]. Your choices will have effect within our Website. For more details, refer to our Privacy Policy.

We and our partners process data to provide:

Use precise geolocation data. Actively scan device characteristics for identification. Store and/or access information on a device. Personalised advertising and content, advertising and content measurement, audience research and services development.