Careers in Sales and Sales Management

A Sales career with CIBC Imperial Service will enable you to see more than just a financial plan for your clients. You'll see their plans for the future and different stages of life. You'll see your clients' needs change and the specialized financial advice they need that evolves along with their lives.

At CIBC Imperial Service, we're dedicated to supporting and fostering ongoing, one-on-one client relationships, enabling you to make a real difference in people's lives. Your personal, proactive and professional financial advice will help your clients realize their financial goals and achieve the things that really matter.

Learn about the ongoing education, training, support and resources we provide to our sales team.

If you can see yourself in a rewarding Sales or Sales Management career, consider one of the following roles (Please note that advanced industry accreditation is require for these roles):

Financial Advisors (Financial Services Specialists in Quebec)

Whether it's planning for retirement, buying a home, or optimizing excess cash flow, you are equipped with the skills needed to develop a personalized financial plan and provide clients with advice on the financial strategies that are right for them. As a Financial Advisor, you'll review your clients' financial situation, providing in-depth advice and solutions to help them achieve their personal financial goals.

General Managers

If you have the dedication and experience to foster a strong sales and financial planning culture, a career as a General Manager allows you to lead a CIBC Imperial Service sales team. You will coach and mentor Financial Advisors (Financial Services Specialists in Quebec) on everything from sales to financial advice and opportunity management. Establishing strong relationships with internal and external partners, General Managers lead initiatives in their assigned areas and maintain active involvement in the cultural, business and social communities.

In your career with CIBC Imperial Service, you'll see more than opportunities to help people reach their financial goals, you'll see personal and professional rewards, in an environment that supports your growth and development. We offer:

Ongoing Education and Training

As a member of the CIBC Imperial Service sales team, you'll be supported in building the skills needed to provide your clients with objective advice and personalized financial solutions. A team of specialists is dedicated to enhancing your knowledge and skills by offering you training, including development programs and specialized courses and workshops.

You are also supported in meeting your continuing education needs, allowing you to develop and enhance your financial planning capability throughout your career with us while satisfying regulatory requirements of the Financial Planners Standards Council (FPSC) and Investment Dealers Association (IDA). This includes courses, workshops, conferences as well as a specialized program for Certified Financial Planner (CFP) candidates.

Support and Resources

Our Central Advisory Services department provides Financial Advisors (Financial Services Specialists in Quebec) with information and help on all aspects of financial planning. You have access to tailored advice in response to specific queries from a team of advice consultants.

You'll partner with, and draw upon, the specialized expertise of financial professionals within the CIBC network including dedicated Investment Specialist Partners, CIBC Wood Gundy and CIBC Private Wealth Management.

You'll have access to a wide range of professional marketing materials and are also supported by centralized marketing programs and relevant client offers to help you meet your business objectives. A comprehensive selection of financial planning tools and estimators support you in providing professional, objective advice.

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