Territory Coordinator - CIBC Asset Management - Bilingual

CIBC; Toronto; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated Territory Coordinator to join their Asset Management team. This role focuses on supporting the National Sales Team through relationship-building and administrative activities, enhancing advisors' knowledge of investment products. Ideal candidates will demonstrate strong communication skills, be goal-oriented, and thrive in a collaborative environment. With a commitment to professional growth, this firm offers a dynamic workplace where your contributions will be valued. If you are bilingual and passionate about making a difference, this opportunity is perfect for you.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• Knowledge of mutual funds and managed products.
• Strong communication skills with staff at all levels.

Responsibilities

• Support National Sales Team in building advisor knowledge.
• Assist in organizing sales support events and client activities.

Skills

Accountability

Business Processes

Communication

Interpersonal Communication

Office Administration

Organizational Efficiency

Personal Initiative

Teamwork

Education

CSC or IFIC Certification

Tools

MS Word

MS Excel

MS Outlook

MS PowerPoint

Job description

Territory Coordinator - CIBC Asset Management - Bilingual

Join to apply for the Territory Coordinator - CIBC Asset Management - Bilingual role at CIBC

Territory Coordinator - CIBC Asset Management - Bilingual

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Join to apply for the Territory Coordinator - CIBC Asset Management - 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

CIBC Asset Management (CIBC AM) is one of Canada's largest asset management firms with approximately $180 billion in assets under management and possess over forty-five years of experience designing and implementing client solutions. We are leaders in providing a broad range of high-quality global investment management solutions to retail and institutional clients.

Our assets include those under institutional money management for pension funds, endowments and insurance funds, private wealth management, and those that are part of the CIBC family of mutual funds. 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.

As a Territory Coordinator, you will support the CIBC Asset Management National Sales Team through relationship-building, sales support activities, and administrative activities. Assist the National Sales Team in increasing advisor knowledge of and confidence in CIBC Asset Management products.

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

• Support the National Sales Team in building advisors’ knowledge of CIBC Asset Management Solutions - Organize sales support events for the Sales teams (e.g. business development activities), including coordination of external resources (venue, portfolio managers, other speakers, etc.) Help to prepare presentation material for use by the Sales teams and for specific client events. Maintain current knowledge of key CIBC Asset Management products and support Sales teams in answering inquiries as appropriate, either personally or by referral to appropriate expert resources within CIBC Asset Management.
• Support National Sales relationship-building activities - Support Sales teams in building key relationships through contact management including assisting with booking meetings and coordination. Receive and screen inquiries and information using judgment of sensitivity to the Sales teams’ priorities.
• Contribute to effectiveness and efficiency of National Sales and CIBC Asset Management - Assist Sales teams in maintaining calendar of activities and coordinating with other resources. Generate reports and manage databases at Sales team’s request (sales results, activity tracking, etc.). Carry out key administrative activities (expenses, travel, etc.) as requested by Sales teams. Identify opportunities to streamline processes and maximize effectiveness of activities. Participate in projects in a coordinative capacity and represent CIBC Asset Management when required. Contribute to developing synergy among Territory Coordinator team members and Asset Management product and marketing teams by promoting a positive work environment that is conducive to the exchange of ideas.
  
  

Who You Are

• You can demonstrate your experience and you have knowledge of mutual funds and managed products. You have strong communication skills and the ability to use those skills with staff at all levels.
• You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best. You demonstrate an ability to manage multiple tasks and changing priorities.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You respond effectively to requests requiring quick judgment and prompt actions. You have the ability to work independently with minimal supervision.
• You’re a certified professional. You have successfully completed the CSC or IFIC (asset).
• You're digitally savvy. You seek out innovative solutions and embrace evolving technologies.You can easily adapt to new tools and trends. You have advanced computer skills in MS Word, Excel, Outlook and PowerPoint.
• 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*, 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

Toronto-161 Bay St., 10th

Employment Type

Regular

Weekly Hours

37.5

Skills

Accountability, Business Processes, Communication, Interpersonal Communication, Office Administration, Organizational Efficiency, Personal Initiative, Teamwork

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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