Sr Consultant, Asset Specialist

CIBC; Calgary; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading bank is seeking a Senior Consultant, Asset Specialist in Calgary, dedicated to enhancing sales capabilities and driving product support in wealth management. This role requires expertise in various financial products, strong interpersonal skills, and a commitment to client service, making it critical for the region's success.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• Expert knowledge in wealth management products.
• Experience in advisory sales and supervising salespeople.
• Strong facilitation and presentation skills.

Responsibilities

• Provide sales support for investment products and solutions.
• Work with market leaders to enhance advisor capabilities.
• Conduct market analysis to drive sales strategies.

Skills

Adaptability

Analytical Thinking

Client Relationship Building

Communication

Investment Products

Education

Canadian Securities Course (CSC)

Personal Financial Planning (PFP)

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Job description

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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 Central Canada region within the Calgary or Edmonton area. You will be expected to work from various Banking Centers within the market.

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, 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).
  
  

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 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 an impact. 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.
  
  

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 [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

Calgary-855 2 ST SW, 7th

Employment Type

Regular

Weekly Hours

37.5

Skills

Adaptability, Analytical Thinking, Capability Development, Client Relationship Building, Client Service, Communication, Confidence, Group Presentations, Interpersonal Relationships, Investment Products, Microsoft Excel, Mutual Funds, Oral Presentation, Product Support, Relationship Management, Strategic Business Planning, Territory Management

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Banking

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