Business Development Representative

4 weeks ago


Montréal QC, Canada CIBC Full time

CIBC - Business Development/Prospecting Specialist - Wood Gundy - Bilingual
ASAP
Early Career, Full Time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele.As a Business Development specialist, you will work closely with a successful team of Investment Advisor in our Wood Gundy brokerage within a defined territory to increase market share for CIBC Wood Gundy with existing clients while incrementally developing new business relationships by prospecting.
You’ll play a key part in growing and servicing high net worth client, with a focus on entrepreneurs and incorporated individuals. Your primary sales activity will be over the telephone and, when required, meet the client face to face as determined by events and activities within the region. This position is a great opportunity to learn the investment business in a professional, dynamic work environment with one of Canada's leading Brokerage as well as expend your own professional network.
This role is focused on prospecting new clients for the CIBC Wood Gundy team.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
Business Development : Prospect for new business for the Investment Advisors in your territory over the telephone through contacts and regular follow-ups. Deeply understand your local market and potential client base to create a sales plan that will convert leads into new CIBC clients.
Relationship Building: Strengthen existing business relationships to consistently meet sales targets. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.
Cultivate your network to establish new client relationships.
Experience in telephone sales within the mutual fund/wealth management industry (an asset) . You find meaning in relationships, and surround yourself with a diverse network of partners. You have a degree in a related field.
Excellent interpersonal skills , a proven ability to contribute to high-performance teams and a demonstrated commitment to acting with integrity.
You're fluent in French and English to serve our clients in the community
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 MomentMakers, our social, points-based recognition program.
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.
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