Associate, Wealth Solutions Group, Cross Asset Sales - Toronto, Canada - CIBC

CIBC

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

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
The Capital Markets arm of CIBC provides corporate, government and institutional clients with innovative solutions to help them raise capital, grow and invest actively throughout North America and key financial centres around the world. Our vision is to be our clients' preferred capital markets banking partner across multiple products and services, both in Canada and where our core competencies can be exported.

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

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- Relationship Building - Working closely with sales, trading and structuring staff to develop appropriate client solutions with timely execution within risk parameters.

Liaising with other CIBC infrastructure groups (ISG, legal, technology, etc) and resources, as appropriate, to deliver transactions. On your own initiative, develop product knowledge through directed or self-directed study. Be prepared to cross-train when the appropriate time arises, as directed by management. Share any developed skills, knowledge, ideas with management and other members of the Wealth Solutions Group. Client Focus - Determine and provide product plus rate information to our clients in a timely manner with exemplary service.

Prospect and develop clients through outbound and follow-up calls, value-add transaction idea generation, client meetings/presentations and customized solutions, all the while providing trusted advice.

Cross-sell other products, depending on our risk appetite and clients' requirements, at all times making sound judgment.

Monitor, track and analyze market activities and economic factors on an ongoing basis throughout the day to be able to respond to client requests with timely trade ideas.

Who you are- Education.

Undergraduate or Masters degree:

Commerce, Finance or STEM (Science, Technology, Engineering, Math) preferred, with at least 2 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.

A basic understanding / experience in VBA and Python programming considered an asset Industry Experience A passion for understanding financial markets is a must, including a solid understanding of the current market environment. Ability to very quickly acquire knowledge, to demonstrate competence, and add value to transactions and client relationships. Strong presentation skills, sufficient to clearly articulate complex conceptual information, ideas on issues involving extensive interpretation and opinion. Communication Skills. Excellent communication and written skills in English.

Excellent interpersonal and relationship building skills required in order to develop, manage and leverage relationships with clients, and internal and/or external business partners.

Being fluent in French or another language is considered an asset. Detail Oriented.

Efficient organizational and project management skills, geared to respond to shifting priorities on several simultaneous initiatives, including marketing plans for a territory.

Self-motivated by sales and revenue targets. 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 compensation, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, pointsbased 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 lik