Description:
As a Territory Coordinator, you will support the CIBC Asset Management National Sales Team through relationship-building, sales support activities, and administrative activities. Assist the National Sales Team in increasing advisor knowledge of and confidence in CIBC Asset Management products.
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
- Support the National Sales Team in building advisors’ knowledge of CIBC Asset Management Solutions - Organize sales support events for the Sales teams (e.g. business development activities), including coordination of external resources (venue, portfolio managers, other speakers, etc.) Help to prepare presentation material for use by the Sales teams and for specific client events. Maintain current knowledge of key CIBC Asset Management products and support Sales teams in answering inquiries as appropriate, either personally or by referral to appropriate expert resources within CIBC Asset Management.
- Support National Sales relationship-building activities - Support Sales teams in building key relationships through contact management including assisting with booking meetings and coordination. Receive and screen inquiries and information using judgment of sensitivity to the Sales teams’ priorities.
- Contribute to effectiveness and efficiency of National Sales and CIBC Asset Management - Assist Sales teams in maintaining calendar of activities and coordinating with other resources. Generate reports and manage databases at Sales team’s request (sales results, activity tracking, etc.). Carry out key administrative activities (expenses, travel, etc.) as requested by Sales teams. Identify opportunities to streamline processes and maximize effectiveness of activities. Participate in projects in a coordinative capacity and represent CIBC Asset Management when required. Contribute to developing synergy among Territory Coordinator team members and Asset Management product and marketing teams by promoting a positive work environment that is conducive to the exchange of ideas.
Who You Are
- You can demonstrate your experience and you have knowledge of mutual funds and managed products. You have strong communication skills and the ability to use those skills with staff at all levels. You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best. You demonstrate an ability to manage multiple tasks and changing priorities.
- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You respond effectively to requests requiring quick judgment and prompt actions. You have the ability to work independently with minimal supervision.
- You’re a certified professional. You have successfully completed the CSC or IFIC (asset).
- You're digitally savvy. You seek out innovative solutions and embrace evolving technologies.You can easily adapt to new tools and trends. You have advanced computer skills in MS Word, Excel, Outlook and PowerPoint.
- 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.