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
As a Business Development Specialist, you'll be responsible for the administrative, Client Relationship Model (CRM) and compliance related functions including expenses - supporting the Asset Specialist Group within the Global Distribution Team channel (GDT). You'll be responsible for CRM, compliance management and reporting processes including the reporting, monitoring and advising on business promotional activities to ensure adherence to CIBC Asset Management's (CAM’s) sales practices guidelines. You will assist with the sales team in their business development activities and promote a consistent sales experience. You will serve as a role model for junior members of the team providing guidance, sharing best practices and mentorship to ensure steady growth and performance.
At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.
How You’ll Succeed
- Stakeholder engagement - Work with stakeholders to understand their priorities and advise them on relevant solutions. The role involves managing multiple initiatives at one time, requiring excellent organizational and time management skills. You will work with channel partners to support business promotional activities tracking, CRM, CE credit and expense management.
- Relationship building - You will work closely and collaboratively with the Asset Specialist Group and additional Global Distribution Channel partners to support CRM initiatives; sales practices process improvement & Managed Money Offers and campaigns.
- Collaborate - Client-focused, collaborative team player with the ability to manage individual responsibilities with a greater focus on big picture success ahead of personal recognition.
- Problem solving - Listen, ask questions, and put yourself in the partner’s shoes. Act like an owner by taking accountability for client issues and know when to lean on others to find solutions.
- Analytical skills - Interpret, validate and execute internal and external client requests.
- Critical thinking - Verify documentation according to established procedures to confirm that documents are complete and properly executed. Address gaps in policy, escalating unresolved items, applying policies or engaging the appropriate internal partners to facilitate a resolution.
Who You Are
- You put our clients first. You have well-developed client and relationship management skills. You engage with purpose to find the right solutions.
- You're digitally savvy. You have advanced computer skills, especially in MS 365, Word, Excel, Outlook, PowerBI and PowerPoint.
- You’re an industry expert. You lead by example and take the time to provide mentorship to those that stand to benefit from your experience, while also being always open to feedback and advice.
- You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
- 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 have demonstrated an ability to interact with partners and have excellent interpersonal, oral and written communication skills.
- You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
- You look beyond the moment. You have demonstrated ability to manage multiple tasks and changing priorities. You respond effectively & quickly to requests requiring judgment and prompt actions
- Technical Skills. You have knowledge of mutual fund and managed products. CSC or Mutual Funds Course would be an asset. Event Management experience would be preferred. Prior experience with CRM & Salesforce would be nice to have.
- It’s an asset if you’re fluent in French also.
- 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 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
- 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 tests (such as simulation, coding, French proficiency, MS Office). 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
Toronto-161 Bay St, 23rd Floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations
