Territory Coordinator - Cibc Asset Management - Bilingual

CIBC Capital Markets

Montreal, QC, CA
Competitive salary; incentive pyy; banking benefit...
Fully remote
Mutual funds knowledge
Managed products expertise
Advanced ms office skills
The role supports the CIBC Asset Management National Sales Team by building advisor knowledge and confidence in investment products

Job Summary

  • The role supports the CIBC Asset Management National Sales Team by building advisor knowledge and confidence in investment products.
  • Candidates must be fluent in both French and English to effectively serve clients and team members in the community.
  • The position offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan as part of the comprehensive rewards package.

Matching Summary

The role supports the CIBC Asset Management National Sales Team by building advisor knowledge and confidence in investment products.

Salary

Competitive salary; Incentive pay; Banking benefits and pension plan

Skills & Requirements

Must-have

  • Mutual funds knowledge
  • Managed products expertise
  • Advanced MS Office skills
  • CSC or IFIC certification
  • French and English fluency

Nice-to-have

  • Strong communication skills
  • Ability to manage multiple tasks
  • Goal oriented mindset
  • Digital savvy with innovative solutions
  • Teamwork and accountability values

Key Requirements

  • CSC or IFIC (asset) certification required
  • Fluent in French and English
  • Knowledge of mutual funds and managed products

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter