Territory Coordinator - Cibc Asset Management - Bilingual

CIBC

Montréal, Canada
Fully remote
Cibc asset management products
Sales support events coordination
Presentation material preparation
Support the CIBC Asset Management National Sales Team through relationship-building, sales support activities, and administrative activities

Job Summary

  • 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.
  • CIBC offers 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.

Matching Summary

Support the CIBC Asset Management National Sales Team through relationship-building, sales support activities, and administrative activities.

Skills & Requirements

Must-have

  • CIBC Asset Management products
  • Sales support events coordination
  • Presentation material preparation
  • Contact management and coordination
  • Generate reports and manage databases
  • Advanced MS Office skills

Nice-to-have

  • Relationship-oriented bank
  • Embrace and advocate for change
  • Goal oriented and motivated
  • Digitally savvy and adaptable
  • Values trust, teamwork, accountability

Key Requirements

  • Knowledge of mutual funds and managed products
  • Completed CSC or IFIC certification
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter