The Mobile Investment Consultant within the Mobile Sales Force is accountable for building their business through the provision of a client discovery and advice process to CIBC’s branch banking clients as well as new clients to CIBC.  The goal is to ensure CIBC’s client base receives the best financial planning advice in the industry while growing CIBC’s share of wallet on the assets side of clients’ balance sheets.  The role reports to the Area Sales Manager and will also receive coaching and support from the Senior Director, Mobile Sales Force as it relates to the creation of business plans and achievement of the annual managed money portfolio solutions and sales targets. 

• Focus on client goals by delivering customized recommendations supported by needs-based financial solutions; work with partners within CIBC to provide investment advice, fulfill complete financial plans and deliver products/services

• Keep current on all Bank product offerings against competitors' offerings assessing their offers as required and raise non-competitive situations to national team for response and assistance

• Follow a disciplined sales plan to accelerate profitable revenue growth and proactively identify business development opportunities by:

• Leveraging lead generation tools for existing clients and prospect for net new clients to CIBC

• Identifying opportunities and proactively source client meetings and conduct effective client interviews to generate business

• Identifying joint marketing activities that heighten brand awareness, grow the client base and enhance the overall client experience

• Achieving branch sales goals together with the General Manager, Branch Manager, Financial Advisor and Mortgage Advisor

• Building business relationships with external partners such as Accountants, Lawyers, Real Estate developers or any other non-competing businesses to leverage and identify sales opportunities

• Building a local marketing and community plan to capture new opportunities for CIBC; leveraging corporate sponsorship initiatives in local marketing plan

• Executing on the local plan with the assistance of the national team, to record all expenses and manage to an approved budget  

• Increasing  market representation and CIBC awareness through involvement in community events, branch seminars, branch promotional events, local sponsorship and nationally sponsored programs and promotions

• Making recommendations for future programs/events in partnership with the Branch Manager, the General Manager and Mortgage Advisor 

• Leveraging existing network and building new networks within the community (e.g. Business Associations etc) to facilitate new client acquisition

• Previous professional experience in a Retail Branch, Investment Sales or in a Commissioned sales environment. 

• Require an active CSC or IFIC course. Having a PFP Designation, CFP Designation, or CFA Designation would be an asset.  

• Must meet eligibility requirements for MFDA Licensing

• Cantonese/ Mandarin speaking skills is an asset    

• Well developed business development techniques and the ability to identify opportunities, plan and develop business to achieve business plans and goals         

• Ability to examine market/client segments to determine the potential for products and services and ability to establish contacts in the local market to generate opportunities and maintain a positive profile of CIBC in the community

• Developed networking skills

• Developed sales skills to recognize a sales opportunity, explain to clients the benefit of meeting with one of your colleagues or business partners and make referrals to the appropriate employee

• Developed business-planning skills to develop a business plan and tactics to execute the business plan, analyze local trends, develop action plans and compare performance with competitors

• Strong prospecting ability and a proven track record of working to successfully achieve sales targets

• Well-developed verbal and written communications and impact and influence skills to effectively interact with existing and prospective clients

• Strong time management skill and the ability to manage multiple competing priorities in a fast  and dynamic working environment