Elevate your career at CIBC as an Asset Specialist, focusing on sales and product support in the GTA. Leverage your wealth management expertise to drive sales success.
In this senior consultant role within CIBC's market leadership team, you will enhance product sales and support partners to build advisor capability. This position requires extensive knowledge of mutual funds and deposit solutions, ensuring you provide expert guidance to clients and advisors alike. The role also involves travel within your territory for meetings and training.
Key Responsibilities:
• Provide product knowledge for mutual funds and deposit solutions
• Partner with market leaders to enhance sales strategies
• Conduct competitive market analysis to identify opportunities
• Coach advisors on client needs assessment and product suitability
• Lead marketing initiatives to drive recent sales leads
Requirements:
• Significant experience in wealth management and sales coaching
• Completion of Canadian Securities Course (CSC) and Personal Financial Planning (PFP)
• Understanding of regulatory and compliance standards
• Excellent communication and relationship-building skills
• Travel availability for territory meetings
Utilize your wealth expertise and consultative skills to advance product sales at CIBC in Toronto.
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📌 CIBC Asset Specialist in Toronto (Ontario)
🏢 CIBC
📍 Ontario