Business Development Manager, CIBC Global Asset Management - Bilingual
At a glance
Mid-level Business Development role at CIBC. Montreal · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Prospect by phone for new advisor relationships across your assigned territory, using regular follow-ups
- Help grow CIBC Asset Management’s share among current clients while developing incremental business
- Build advisor relationships and work toward consistent sales targets
- Stay current on CAM products, portfolio features, market trends, and investment strategies
- Present product details and business development materials during regional client meetings when needed
What you bring
- Telephone sales experience in mutual funds or wealth management is preferred
- Current Canadian Securities Course accreditation in good standing is preferred
- A degree in a related field supports the role’s requirements
- You understand broker-dealer trends along with bond and capital markets
- You communicate fluently in both French and English for client service
Who this fits
This role suits a sales-focused, client-oriented relationship builder who is comfortable prospecting mainly by telephone and meeting clients in person for regional events. You’ll work with a Director, Regional Sales within a defined territory. The position is based in Montreal, and you must be legally eligible to work there.
From the employer
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 CIBC.com
What you’ll be doing
You will be part of a dynamic team in one of Canada's largest Asset Management (CAM) firms within the Canadian wealth industry. We are looking for energetic, sales savvy and client service-oriented individuals to join our team. In your role as a Business Development Manager, you will work with a Director, Regional Sales within a defined territory to increase market share of CIBC Asset Management with existing clients while incrementally developing new business relationships by prospecting. 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.
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
- Business Development: Prospect for new business with Advisors in your territory over the telephone through contacts and regular follow-ups.
- Product Knowledge: Ensure full knowledge of most CAM current product and market trends including product/portfolio features, benefits, and investment strategies; Periodically deliver product information and business development tools with Advisors at client meetings.
- Relationship Building: Strengthen existing business relationships to consistently meet sales target.
Who you are
- You can demonstrate experience in telephone sales within the mutual fund/wealth management industry (an asset). You are knowledgeable and have an interest of current trends in the broker/dealer industry, bond and capital markets
- 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’re a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC) preferred.
- You have a degree in a related field.
- Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
- You’re fluent in French and English to serve our clients in the community.
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 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.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
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.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
Non-Trader-1000 Gauchetière OEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Reports, Business Acquisitions, Business Development, Business Initiatives, Client Service, Customer Experience (CX), Customer Retentions, Investment ResearchNot this one either?
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