Not what it seems (perspective from a seasoned retail banking sales person) - Recensione dipendente - Mobile Investment Consultant presso CIBC

1,0
28 nov 2017
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

- Flexible schedule with the ability to work from home - Good laptop and printer - Mobile and very independent

Svantaggi

- Ineffective and inefficient systems compared to other banks - Little to no immediate support for technical questions (email inbox that can take several days to respond) - Mistakes are constantly made by FSRs, whom are responsible for closing your deals (ie: opening the wrong type of account, processing transfers incorrectly, processing mutual fund purchases for the incorrect amount, etc.) - Poor training (lengthy and ineffective phone/video coaching) - Lots of cold calling (calling CIBC clients for ‘financial planning’ or ‘financial review’) - Risk of customer no-shows can waste a lot of time - Inefficient CRM system - Lots of objection handling - Poor validation system that causes lots of frustration

Esplora altre recensioni su CIBC

5,0
1 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good flatform to do holistic financial planning for clients. Stock purchase plan with company matching

Svantaggi

There is no commission anymore.

4,0
17 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

good visibility, good work/life balance (got lucky and am in a good team)

Svantaggi

little to no upward momentum. not enough of a structure to support long term employees with competitive market rates.

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