Direct Investing Specialist Jobs

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

The Direct Investing Specialist works with our Asset Specialist team and Banking Centres as the primary point of contact and subject matter expert for CIBC’s self-directed brokerage offering. The Direct Investing Specialist is called upon to provide sales training and internal support while helping solve complex client situations. The Specialist will play an essential role in growing market share for CIBC Investor’s Edge.

How You’ll Succeed

• Collaboration and Specialization - Collaborate with banking centre resources to deliver timely and accurate information for our direct investing offer and provide subject matter expertise when called upon. You are an expert with knowledge of our key competitors, products and services, and you also are able to identify client profiles and trends in the self-directed industry and the opportunities of growth for CIBC within this space. Work with internal partners to develop plans for regional and market level support for our solutions and value proposition. The goal is to increase market share among the big 6 banks in self-directed brokerage and grow CIBC share of wallet.
• Engagement and Communication - Work with IE product and sales teams to deliver IE mass offers and campaigns to banking centres. Specialist will help communicate 120 Day offers and platform/process enhancements. Participate in client meetings with retail and wealth partners to provide support and expertise required to acquire/retain business. Specialist will be able to assist partners negotiate pricing and benefits
• Results Driven Leadership - Produce and deliver sales results while identifying gaps & opportunities. The Specialist plays an important role in identifying opportunities to increase scale within the personal banking and high value segment. Develop and maintain current knowledge of Investor’s Edge processes, regulatory updates, policies and tools to incorporate into our virtual delivery to retail and wealth partners. Assist in delivery of educational content to retail channel with goal of increasing knowledge, improving soft skills and increasing scale. This includes conventional methods such as inbound/outbound calls, in person engagement, email delivery and virtual delivery methods.

Who You Are

• You can demonstrate experience in-depth knowledge of financial markets, regulatory environment, and risk issues and you are subject matter expert in self-directed investing and expert in equities, options, ETFs and fixed income trading.
• You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
• 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 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.
• 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.

What You Need To Know

• 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.
• 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 [email protected]

Job Location

Toronto-81 Bay, 16th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Communication, Sales