Direct Investing Specialist

Job Purpose:

  • 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 specialized sales training and internal support and input on complex client situations and product knowledge
  • The Specialist will play an essential role in growing market share for CIBC Investor’s Edge.

Your Responsibilities:

  • Collaboration and Specialization – Collaborate with Asset Specialist team in delivery of timely and accurate information for our self-directed investing offer and provide subject matter expertise on self-directed investment industry. You are an expert with knowledge of our key competitors, products and services and you also, be able to identify client profiles and trends in the self-directed industry and the opportunities of growth for CIBC within this space.  Work with Asset Specialist team and Partners such as PCs and DVPs to develop plan for regional and district level to support growth of self-directed client segment through our Investor’s Edge value proposition. The goal is to increase market share among the big 6 banks in self-directed brokerage and grow CIBC share of wallet
  • Results Driven Leadership – Produce and deliver weekly, monthly and quarterly sales results and identify sales gaps & sales opportunities. Specialist plays an important role in identifying opportunities to increase scale within the core and managed 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 new virtual delivery methods
  • Engagement and Communication – Work with IE product and sales teams to deliver  IE mass offers and campaigns to banking centres. Specialist will work with Asset Specialists to communicate to National Sales for 120 Day Communications, content and offers.  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 to win business.  Demonstrate Investor’s Edge trade platform and research tools in person or virtually as required by partners and clients and participate in App days in CIBC banking centres to promote CIBC Brokerage application and increase adoption of CIBC digital properties.

Skills and Qualifications:

  • Your influence makes an impact. You know that relationships and networks are essential to success.  You inspire outcomes by making yourself heard
  • You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact
  • 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 a certified professional.  You have successfully completed the Canadian Securities, CPH, IIROC licensed,  DFOL preferred and completion or enrollment in CFA program an asset
  • Values matter to you
  • You bring your real self to work and you live our values – trust, teamwork, and accountability.

Source: for more information click here.

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Company Information
  • Address 199 Bay Street Commerce Court West, 4th Floor Toronto, Ontario M5L 1A2
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