What you'll be doing

CIBC Global Asset Management (CGAM) is one of Canada's largest asset management firms, managing over $300 billion in assets. We provide a wide range of high-quality global investment management solutions to retail and institutional clients. CGAM’s National Sales Team builds strong partnerships with advisors, offering personalized support and technical expertise while driving sales growth through opportunity identification and targeted initiatives to help advisors expand their business and deliver greater value to clients.

In this role, you will centralize and orchestrate high‑net‑worth proposal construction within the CIBC Wood Gundy Investment Consulting Service, translating advisor‑defined objectives into portfolio construction, asset allocation, and manager selection across curated separately managed accounts, pooled funds, and alternatives. You will also coordinate cross‑functional go‑to‑market execution, support National Accounts with dealer‑focused initiatives to broaden engagement, and provide analytics support to data-driven programs that strengthen lead pipelines, improve conversion, and accelerate AUM growth.

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.

The expected annualized base salary range for this $75,870 to $104,320.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversation about compensation throughout the recruitment process.

How you'll succeed

• Centralize high-net-worth investment proposal construction: Take ownership of developing and managing ICS proposals, which are comprehensive, tailored documents that outline personalized investment strategies for clients within proprietary the CIBC Wood Gundy Investment Consulting Service (ICS) platform. These proposals detail recommended asset allocations, investment manager selections, and portfolio construction, all based on each Wood Gundy client’s objectives, risk tolerance, and time horizon as detailed by their Investment Advisor.

• Construct portfolios based on curated strategy lineups from ICS’s platform, including institutional-quality separately managed accounts, pooled funds, and alternative investments from CGAM and other leading global asset managers. Maintain a centralized repository, standardized templates, and quality controls to drive consistency, improve win rates, and accelerate proposal delivery.

• Facilitate cross-functional go-to-market execution: Drive collaboration across sales, marketing, product, and technology teams to deliver integrated go-to-market strategies that accelerate asset under management growth and expand market penetration.

• Enhance market access through strategic dealer engagement: Support the National Accounts team in their initiatives to cultivating and deepening relationships with key external stakeholders, including dealer management, research analysts, and platform gatekeepers, to broaden distribution channels and advocate for CGAM solutions.

• Advance data-driven distribution and decision-making initiatives: Provide support for programs that leverage data analytics and process automation to deliver a robust pipeline of high-value prospects to regional sales teams, driving business development and improving conversion rates.

Who you are

• You're motivated by collective success. You work collaboratively with all of the members of CGAM to ensure that our firm can distinguish itself through the provision of distinctive, world-class investor solutions, service, and communication. You'll conduct yourselves as a partner to the investment professionals of CGAM and seek to contribute to the overall business as well as to your functional responsibilities. You'll embrace a continuous improvement approach to the business and proactively seek improvements in both your particular market, as well as across the entire business. You'll be cooperating and collaborating with a variety of colleagues across the firm and enterprise. You are resourceful. You excel in a matrixed environment where knowledge, talent, and resources reside across the enterprise. You actively connect with internal partners and navigate dependencies to move work forward.

• You’re goal oriented. You're willing to accept “hands-on” work required given the comparatively flat nature of the organization. You'll continually strive for “best-in-class” performance standards and instill these high standards within your day-to-day work. You'll exude integrity and act in the best interests of investors who have chosen CGAM as a steward of their investments. You'll conduct business in accordance with the highest standards of legal and ethical conduct. You have exceptional communication skills. You are recognized by clients, team members and industry peers as having outstanding interpersonal and communication skills (written and oral), which they leverage across their organization.

• You're digitally savvy. You combine creativity with process discipline, leveraging data analytics, dashboards, and process automation to codify improvements into robust, repeatable workflows..

• You have a degree/diploma in Business, Finance and/or Economics.

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