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CIBC

Business Development Manager

Reposted 3 Hours Ago
Be an Early Applicant
In-Office
Calgary, AB
Senior level
In-Office
Calgary, AB
Senior level
The Business Development Manager will drive sales growth by prospecting new business relationships, managing client relationships, and promoting investment products to financial advisors. They will collaborate with external wholesalers and the marketing team while utilizing CRM systems for effective tracking and data management.
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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 visit CIBC.com

What you’ll be doing

You will be part of a dynamic team in one of Canada's largest Global Asset Management (GAM) firms within the Canadian wealth industry. We are looking for energetic, sales savvy and client service-oriented individuals to join our team. In your role as a Business Development Manager, you will work with a Director, Regional Sales within a defined territory to increase market share of CIBC Global Asset Management with existing clients while incrementally developing new business relationships by prospecting. Your primary sales activity will be over the telephone and, when required, meet the client face to face as determined by events and activities within the region. You will be instrumental in driving sales growth by partnering with external wholesaler(s) to promote our investment solutions to financial advisors and investment advisors. Your role involves proactive outreach, relationship management, and providing exceptional support to our distribution partners.

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 succeed

  • Business Development & Client Engagement - Prospect for new business and proactively engage with financial advisors through regular outreach, follow-ups, and client meetings to strengthen relationships and drive sales growth.

  • Product Expertise & Sales Enablement - Maintain deep knowledge of CGAM’s investment products, market trends, and competitive landscape; deliver product information and collaborate with external wholesalers to execute strategic sales plans.

  • Relationship & Territory Management - Build and nurture strong relationships with advisors, support a defined geographic region, and work closely with external partners to consistently meet or exceed sales targets.

  • CRM & Marketing Collaboration - Utilize CRM systems for pipeline management and reporting, and partner with marketing to develop and distribute tailored sales materials and campaign initiatives.

  • Compliance & Professional Development - Ensure all activities comply with regulatory standards and internal policies, while participating in ongoing training to stay current with industry trends and enhance skills.

Who you are

  • You can demonstrate experience in telephone sales within the mutual fund/wealth management industry (an asset) You are knowledgeable and have an interest of current trends in the broker/dealer industry, bond and capital markets. You have a minimum of 5 years in financial services, preferably in sales, client service, or investment product support roles.

  • You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

  • You’re a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC). Additional designations such as CFA, CIM, or CFP are considered assets.

  • You have a Bachelor's degree in Finance, Business Administration, or in a related field.

  • You can demonstrate experience in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with CRM platforms (e.g., Salesforce).

  • Communication Skills. You have excellent verbal and written communication abilities, with a talent for articulating complex information clearly and persuasively.

  • Analytical Thinking. You have the ability to analyze sales data, market trends, and client feedback to inform strategic decisions.

  • Values matter to you. You bring your real self to work, and you live our values – trust, teamwork and accountability.

#LI-TA

What CIBC Offers

At 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 conditions

What you need to know

  • CIBC 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 contact [email protected]

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Calgary-855 2nd St, SW, 8th FL

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Reports, Business Acquisitions, Business Development, Business Initiatives, Client Service, Customer Experience (CX), Customer Retentions, Investment Research

Top Skills

Crm Platforms
Microsoft Office Suite
Salesforce

CIBC Calgary, Alberta, CAN Office

Calgary, AB, Canada

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