Not what it seems (perspective from a seasoned retail banking sales person) - Mobile Investment Consultant bei CIBC: Mitarbeiterbewertung

1,0
28. Nov. 2017
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CEO-Befürwortung
Geschäftsprognose

Pros

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

Kontras

- 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

Mehr Bewertungen zu CIBC entdecken

5,0
1. Juni 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

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

Kontras

There is no commission anymore.

1,0
1. Juli 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

The NY location is close to Grand Central Station

Kontras

Slow Canadian culture that finds it challenging to meet US regulatory standards. Executives play favorites and gaslight employees, if you voice your opinion, they either silence you or try to manage you out with exaggerated "performance issues"

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