Associate, Structured Notes Sales, Wealth Solutions Group - bilingual
CIBC
Montreal, QC
Permanent
Full-time
1 month ago
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visitWhat You’ll Be DoingThe Capital Markets arm of CIBC provides corporate, government and institutional clients with innovative solutions to help them raise capital, grow and invest actively throughout North America and key financial centres around the world. Our vision is to be our clients’ preferred capital markets banking partner across multiple products and services, both in Canada and where our core competencies can be exported. The Capital Markets mission is to bring Canadian Capital Markets products to Canada and the rest of the world, and also bring the world to Canada.The Wealth Solutions Group within Capital Markets supports the distribution of Fixed Income, Money Market, Foreign Exchange, Structured Notes, Alternative Solutions, and Market-linked GICs to CIBC’s Wood Gundy Investment Advisors, Private Bankers, Retail Bank financial advisors and Third-party Investment Advisors.The successful candidate will be primarily focused on distributing CIBC Structured Notes through various advisor distribution networks.At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.How You’ll SucceedRelationship Building – Working closely with sales, structuring staff, and traders to develop appropriate client solutions with timely execution. Liaising with other CIBC infrastructure groups (ISG, credit, treasury, tax, legal, client onboarding, etc) and resources, as appropriate, to deliver transactions. On your own initiative, develop product knowledge through directed or self-directed study. Be prepared to cross-train when the appropriate time arises, as directed by management. Share any developed skills, knowledge, ideas with management and other members of the Wealth Solutions Group.Client Focus – Determine and provide product / rate information to our clients in a timely manner with exemplary service. Prospect and develop clients through outbound and follow-up calls, value-add transaction idea generation, client meetings/presentations and customized solutions, all the while providing trusted advice. Cross-sell other products, depending on our risk appetite and clients’ requirements, always making sound judgment. Monitor/track and analyze market activities and economic factors on an ongoing basis throughout the day to be able to respond to client requests with timely trade ideas.Who You AreYou have an Undergraduate or Masters degree in Commerce, Finance or STEM (Science, Technology, Engineering, Math) preferred, with at least 3 years of similar or relevant business experience. Strong MS Excel skills are required. Completion of the Canadian Securities Course and Conduct & Practice Handbook required with a CFA designation (or progress towards) considered an asset. A basic understanding / experience in coding such as VBA or Python programming considered an asset.You can demonstrate relevant industry experience. Established relationships with IIROC licensed investment advisors at full-service brokerages (i.e., CIBC Wood Gundy, RBC DS, etc.) considered an asset. A passion for understanding financial markets is a must, including a solid understanding of the current market environment. Ability to very quickly acquire knowledge, to demonstrate competence, add value to transactions and client relationships. Strong presentation skills, sufficient to clearly articulate complex conceptual information/ideas on issues involving extensive interpretation and opinion. Proven ability to develop viable product ideas and to lead product development process from idea generation through execution.You know that details matter. Efficient organizational and project management skills, geared to respond to shifting priorities on several simultaneous initiatives, including roll-out of complex marketing plans for a territory.Values matter to you. You bring your real self to work, and you embrace our values – trust, teamwork and accountability.You’re fluent in French and English to serve our clients in the community.What CIBC OffersAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.We work to recognize you in meaningful, personalized ways including 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, our social, points-based recognition program.Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.*Subject to plan and program terms and conditionsWhat you need to knowCIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.Job Location 600 De Maisonneuve Ouest, 31StEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Business, Client Consultations, Financial Markets, Financial Modeling, Global Market, Investments, Market Trading, Researching
