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
As a Business Development Analyst with CIBC Private Wealth, you'll play a pivotal role in driving sales growth and expanding our market presence. You'll design and deliver customized investment proposals that address client needs, leveraging your technical expertise and strong project management skills. Working closely with Portfolio Management, Sales, and Marketing teams, you'll ensure proposals are accurate, tailored, and aligned with our organizational objectives. You'll support advisors with communication materials and conduct research to integrate specialized investment solutions. Your proactive engagement with high net worth prospects and referral sources will help us deepen relationships and identify new business opportunities. You'll also help plan and execute business development events, contributing to our outreach and promotional activities.
At CIBC, we enable the work environment most optimal for you to thrive in your role based on business need. 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
Customized Proposal Development – Create tailored investment proposals based on insights from prospect meetings, ensuring solutions meet specific client objectives and requirements.
Project Management – Manage the end-to-end proposal process, coordinating input from Portfolio Management, Sales, and other stakeholders to deliver timely, high-quality proposals.
Team Collaboration – Work closely with internal teams to ensure proposals are cohesive, factually accurate, and aligned with the overall client narrative.
Advisor Communication Support – Draft clear and effective emails and supporting materials for advisors to use in client presentations, ensuring consistency and clarity.
Research and Solution Development – Research and evaluate specialized investment ideas or approaches (such as options strategies, AI-driven portfolios, liability-driven investing, or cash flow analysis) based on prospect inquiries, integrating these insights into proposals.
Sales growth and outreach – Lead outbound marketing efforts through targeted phone calls, emails, and digital campaigns to identify and pursue new business opportunities.
Event planning and execution – Plan, organize, and execute business development events, including seminars, webinars, and client appreciation events.
Reporting and analysis – Provide insights and analysis on business development activities, event outcomes, and market opportunities, delivering regular reports to senior management.
Who you are
You have a strong technical foundation. You possess in-depth knowledge of investment products, portfolio construction, and financial planning concepts.
You’re an experienced collaborator. You bring at least 3 years of relevant experience in business development, sales, or marketing within financial services, and you excel working across multiple teams.
You’re a project manager. You have experience managing complex projects and coordinating input from diverse stakeholders to deliver high-quality results.
You’re a skilled communicator. You have excellent written and verbal communication skills, with an emphasis on clarity and attention to detail.
You’re analytical and proactive. You have strong research and analytical skills, and you approach tasks with organization and initiative.
You’re client-focused. You understand the importance of customizing proposals and materials to address unique client needs.
You’re tech-savvy. You are proficient in Microsoft Office (Word, Outlook, PowerPoint, Excel).
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
California residents — your privacy rights regarding your actual or prospective employment
At CIBC, we offer a competitive total rewards package. This role has an expected base salary range of $120,000 - $165,000 for the Newport Beach, CA market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
This position does not offer visa sponsorship.
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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*, 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 Mailbox.careers-carrieres@cibc.com
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, 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
CA-520 Newport Center DrEmployment Type
RegularWeekly Hours
40Skills
Business Development Support, Business Initiatives, Channel Partner Relationships, Interpersonal Communication, Microsoft Applications, Promotional Activities, Reporting and Analysis, Service Delivery, Teamwork