Director, Wealth Solutions Group

Calgary, AB, Canada

Job Description


We\xe2\x80\x99re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what\xe2\x80\x99s 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 visitWhat You\xe2\x80\x99ll Be DoingThe Wealth Solutions Group within Capital Markets supports the distribution of Fixed Income, Money Market, Foreign Exchange, Structured Notes, Alternative Solutions (including CDRs and Private Markets) and Market-linked GICs to CIBC\xe2\x80\x99s Wood Gundy Investment Advisors, Private Bankers, Retail Bank financial advisors and Third-party Investment Advisors.The successful candidate will be primarily focused on distributing Alternative Investment Products and Structured Notes originated by CIBC through various advisor distribution networks. These may include but not limited to Third-party Investment Advisors, Family Offices, Institutional Clients and other qualified investors. The role operates in a fast-paced trading floor environment as part of a dynamic, hardworking, production-focused sales team.The work location is based in Calgary and client coverage could span from British Columbia to Saskatchewan.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\xe2\x80\x99ll SucceedClient Focus \xe2\x80\x93 Provide product information to our clients in a timely manner with exemplary service. Prospect and develop clients through outbound and follow-up calls, value-add idea generation, and client meetings/presentations, all the while providing trusted advice. Travel will be required within Canada at times to ensure client coverage. Cross-sell other products, depending on our risk appetite and clients\xe2\x80\x99 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.Relationship Building \xe2\x80\x93 Working closely with sales, structuring, advisory and traders to develop appropriate client positioning for products with timely execution. Be prepared to cross-train when the time arises, as directed by management. Share any developed skills, knowledge, ideas with management and other members of the Wealth Solutions Group. On your own initiative, develop product knowledge through directed or self-directed study.Who You AreYou have attained an Undergraduate or Masters degree in Commerce, Finance or STEM (Science, Technology, Engineering, Math) preferred, with at least 5 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.You have relevant industry experience. A passion for understanding financial markets is a must, including a solid understanding of the current market environment. Established relationships with CIRO licensed investment advisors at full-service brokerages (i.e., CIBC Wood Gundy, RBC DS, etc.) is a pre-requisite. Understanding of private markets and structured notes is a plus. Ability to very quickly acquire knowledge, to demonstrate competence, add value to transactions and client relationships.You have excellent communication skills. Excellent communication and written skills in English. A secondary language is considered an asset. Excellent interpersonal and relationship building skills required in order to develop, manage and leverage relationships with clients, and internal and/or external business partners. Strong presentation skills, sufficient to clearly articulate conceptual information/ideas on issues involving extensive interpretation and opinion.You know that details matter. Efficient organizational and project management skills, geared to respond to shifting priorities on several simultaneous initiatives, including roll-out of complex marketing plans for a territory.Values matter to you. You bring your real self to work, and you embrace our values \xe2\x80\x93 trust, teamwork and accountability.What CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 contactYou 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 Calgary-855 2 ST SW, 9thEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Business, Business Risks, Client Consultations, Financial Markets, Financial Modeling, Global Market, Hiring, Human Resources (HR), Identifying Opportunities, Investments, Market Trading, Mass-Affluent Client Management, Researching

CIBC

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Job Detail

  • Job Id
    JD2329854
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Calgary, AB, Canada
  • Education
    Not mentioned