Director, Wealth Solutions Group

4 months ago

Toronto, 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

What You’ll Be Doing

The Wealth Solutions Group within Capital Markets supports the distribution of Fixed Income, Money Market, Foreign Exchange, Structured Notes, Alternative Solutions (including Canadian Depositary Receipts and Private Markets) and Market-linked GICs to CIBC’s Wood Gundy Investment Advisors, Private Bankers, Retail Bank financial advisors and Third-party Investment Advisors.

As the Director, Wealth Solutions Group, your primary focus will be on managing the distribution of Canadian Depositary Receipts (“CDRs”) through various advisor distribution networks. You’re comfortable operating in a fast-paced trading floor environment as part of a dynamic, hardworking, production-focused sales team.

Note: Work location is flexible between Toronto, Montreal, or Calgary.
- At CIBC we enable the work environment most optimal for you to thrive in your role. _To successfully perform the work, you’ll be on-site full-time._

How You’ll Succeed- Client Focus - Provide product information to our clients in a timely manner with exemplary service. Prospect and develop clients through outbound and follow-up calls, value-add idea generation, and client meetings/presentations, all the while providing trusted advice. Travel will be required within Canada at times to ensure client coverage. Monitor/track and analyze market activities and economic factors on an ongoing basis throughout the day to be in a position to respond to client requests with timely trade ideas. Cross-sell other products, depending on our risk appetite and clients’ requirements, at all times making sound judgment.- Relationship Building - Work closely with sales, structuring, trading and other CIBC infrastructure groups (operations, tax, legal etc.) to develop appropriate client solutions. Be prepared to cross-train when the time arises, as directed by management. Share any developed skills, knowledge, ideas with management and other members of the Wealth Solutions Group. On your own initiative, develop product knowledge through directed or self-directed study.- Attention to Detail - Work diligently in a fast-paced environment to ensure that the needs of our clients and the team are being handled correctly.

Who You Are- You have attained an Undergraduate or Masters degree in Commerce, Finance or STEM (Science, Technology, Engineering, Math) preferred, with at least 5 years of similar or relevant business experience. Completion of the Canadian Securities Course and Conduct & Practice Handbook required, with a CFA designation (or progress towards) considered an asset.- You have relevant industry experience. A passion for understanding financial markets is a must, including a solid understanding of the current market environment. Established relationships with CIRO licensed investment advisors at full-service brokerages (i.e., CIBC Wood Gundy, RBC DS, etc.) is a pre-requisite. Ability to very quickly acquire knowledge, to demonstrate competence, add value to transactions and client relationships. Understanding of ETF mechanics and structured notes is a plus.- You have excellent communication skills. Excellent communication and written skills in English. French or Mandarin as a secondary language is considered an asset. Excellent interpersonal and relationship building skills required in order to develop, manage and leverage relationships with clients, and internal and/or external business partners. Strong presentation skills, sufficient to clearly articulate conceptual information/ideas on issues involving extensive interpretation and opinion.- You know that details matter. Efficient organizational and project management skills, geared to respond to shifting priorities on several simultaneous initiatives, including roll-out of complex marketing plans for a territory.- Values matter to you. You bring your real self to work and you embrace 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 mi

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