National Asset Specialist

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.

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What You’ll Be Doing

As a National Asset Specialist, you will be an integral member of the National Asset Specialist team, working in an assigned territory to enhance and drive major sales and product support activities in alignment with national strategy. In this role, you will partner with local Asset Specialists to build sustained sales force capability and confidence, ultimately increasing overall product sales and leveraging client business. You will manage sales capability development activities across various groups within Retail Markets and multiple business areas, ensuring efficiency, consistency, and a national perspective in the support provided to the field. Regular contact with local Asset Specialists, Business Development Managers, Regional Directors, and the market leadership team—including VPs, AVPs, GMs, and CFP Regional Sales Managers—will be essential. Additionally, you will coordinate closely with other partners in your supported market and foster regular communication with National Sales colleagues to enhance collaboration and effectiveness.
- 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. Occasional travel within assigned territory, national meetings required._

How You’ll Succeed- Sales Strategy Development - Proactively identify sales opportunities to enhance market penetration and drive the market sales force to initiate new sales leads and opportunities by improving capabilities and processes in this area. Collaborate with market leaders to support the development of business plans and assist in the execution and implementation of these strategies. Contribute to competitive market strategies by sharing valuable competitive intelligence and industry knowledge. Support market activities aimed at developing new external business sources, such as providing materials to advisors for client education seminars.- Engagement - Support a focus on products by driving key activities and identifying areas of opportunity that align with national strategy, focus, and goals. Establish and execute pre-defined annual market-level plans, detailing specific activities and activity levels for every branch and advisor assigned to you. Collaborate with counterparts in the same market to manage activities, ensuring integration with the Retail Distribution calendar and sales planning processes. Take the lead in determining the timing, format, and frequency of activities in partnership with market leaders to maximize effectiveness.

Who You Are- You can demonstrate experience in wealth management and have expert knowledge of proprietary wealth management products as well as competitive offers. You will have extensive knowledge of Retail, Imperial Service, Small Business and Private Banking processes. You also have experience in an advisory sales role with demonstrated track record. Additional experience supervising sales people is an asset. You have superior sales coaching and consulting skills along with strong communication, excellent facilitation, superior relationship-building skills, exceptional client focus and presentation skills.- You are a certified professional. Completion of Canadian Securities Course (CSC), PFP accreditation and Certified Financial Planning course (CFP) or Chartered Financial Analyst (CFA) is an asset.- Your influence makes an impact. You have strong leadership and influencing skills sufficient to influence and partner with senior market leadership and to work directly with sales force.- 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 are a caring and accountable leader. You’re passionate about developing and growing team members abilities. You have experience providing coaching and hands on support to meet team goals.- You're fluent in English. It’s an asset if you’re fluent in French.- Values matter to you. You bring your real self to work, and you live our values - trust, teamwork and accountability.

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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 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 prog