Territory Coordinator - Cibc Asset Management - Bilingual

CIBC Capital Markets

Montréal, Canada
Fully remote
Cibc asset management products knowledge
Sales support event organization
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.
  • Contribute to developing synergy among Territory Coordinator team members and Asset Management product and marketing teams by promoting a positive work environment.

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 knowledge
  • Sales support event organization
  • Presentation material preparation
  • Contact management and coordination
  • Report generation and database management
  • MS Word, Excel, Outlook, PowerPoint skills

Nice-to-have

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

Key Requirements

  • Mutual funds and managed products knowledge
  • Strong communication skills
  • Ability to manage multiple tasks
  • Work independently with minimal supervision
  • Completed CSC or IFIC certification
  • Fluent in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter