Associate, Direct Investing Specialist

1 week ago

Toronto, Ontario, Canada CIBC Full time
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

Job Description:

What you'll be doing


As a Direct Investing Specialist Associate you will provide proactive and strategic support to the Direct Investing Specialist with sales initiatives in their assigned markets.

You will promote and sell products to existing and potential clients while contributing to the overall growth of IE's market share and play a pivotal role in creating operational efficiency to provide direct resolutions to IE clients.

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- Demonstrate proactive support to analyze reports and proactively uncover potential opportunity for market share growth of Investor's Edge and communicate these findings to the Direct Investing Specialist.

Follow up on non-funded accounts based on reports generated by senior leadership.

Keep up to date on market trends, policies, and procedures affecting CIBC online brokerage products/services.- Provide excellent customer service to clients by contacting existing and potential clients to sell IE products/services.

Resolve complex onboarding issues for new clients to avoid delays in opening accounts and ensure smooth process flow. Ensure complete and accurate data is being gathered and logged.

Seek opportunities to delight clients by going above and beyond what is expected- Demonstrate teamwork and strong communication skills through participating in sales meetings, training sessions and seminars and presentations.

Assist Banking Centre frontlines with opening of complex accounts. Collaborate with banking centre employees to enhance client engagement in Investor's Edge.

Establish and maintain contact and teamwork with call centre, ISI sales and other CIBC partners to ensure deliver meets clients' needs and timelines.

Who you are- 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.- You put our clients first. You engage with purpose to find the right solutions.

You go the extra mile, because it's the right thing to do.- You understand that success is in the details.

You notice things that others don't. Your critical thinking skills help to inform your decision making- You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.- 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 health benefits program, defined benefit pension plan, an employee share purchase plan 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.


What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Toronto-20 Dundas St. W., 14th

Employment Type

Regular

Weekly Hours

37.5

Skills:

Communication, Strategic Objectives, Taking Initiative

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