National Post

BANKING CAREERS DON’T HAVE TO BE 9 TO 5

- DENISE DEVEAU

Bankers’ hours aren’t what they used to be and that’s good news for a growing number of people who aren’t interested in a standard 9 to 5 banking centre or head office job. Banks are responding with alternativ­e career options that offer much more flexibilit­y andmobilit­y than ever before. A case in point is CIBC’s mobile sales force, where mobile investment consultant­s and mortgage advisers have the freedom to work outside the office and adapt their hours to their lives and priorities.

Brandi Spence made the switch. Shebecamea­mobile investment consultant in May 2015 as part of a pilot project, after starting her career as a financial services representa­tive in a CIBC Ottawa branch.

When she was asked to take part, Spence says she had her doubts but decided to take a leap of faith. “At first I thought, ‘ What are youtalking about?’ Butonce theysat downandexp­lained it, I realized it wouldgive me a lot of freedomtot­ravel and practice what I was good at. I figured I could always go back to the branch if I didn’t like it. So I gave it a shot.”

Now Spence is completely on board, especially since the birth of her daughter. “I’ll never go back. It’s great for me to have this opportunit­y. If I wantto put my daughter to bed or pick her up from daycare, have a doctor’s appointmen­t or shop for groceries, I can get those things done because I’m not chained to branch hours. My time is my own and I decide what to do with it. I can provide a great income for my family by providing specialize­d knowledge to our clients, while balancing my dayto-day household activities and needs.”

While there is a strong need for people filling traditiona­l roles, CIBC’s mobile sales force is growing by leaps and bounds across the country, says Grant Rasmussen, senior vicepresid­ent mobile advice for CIBC. “Wehavehadm­obile mortgage advisers on the road for a number of years. But now we have extended that to other groups such as investment consultant­s.”

Rasmussen says for some people in his group, banking may not be their only job. “One of our people is a franchise owner, another works in the fire department, and they also happen to rank in the top 10 per cent of our mobile mortgage adviser team. We’re seeing more and moreofthat kind of thing in today’s Uber world, where employees can plug in their phone when they’re on and unplug when they’re off.”

For those who want the flexibilit­y but are not interested in being on the road, CIBC is also seeking candidates for its recently launched Imperial Service Direct Group. The division offers voice, screen sharing andInterne­t-based services for customers looking for advice.

The move to mobile is not just about keeping employees happy. It’s also a win for customers who are too busy or not interested in visiting their local banking centre and want support outside of office hours on their own terms. This can include ATMs, online banking, virtual support or having a profession­al adviser cometothei­r home, office or a local cafe.

“This is the way banking is going,” Spence says. “Clients are telling us they don’t want to come to see us anymore. As a mobile adviser, you just have to be open and willing to work when the opportunit­ies present themselves.”

Much of the satisfacti­on she derives from her work comes from being part of a strong and effective team. “My partners are great at referring clients to me who could benefit from my help. They’re also open

 ?? CHRIS ROUSSAKIS FOR POSTMEDIA NEWS ?? Brandi Spence, an Ottawa CIBC employee who agreed on a test run as a mobile investment consultant, and Grant Rasmussen, CIBC senior vice-president for mobile advice, are equally strong advocates of the concept.
CHRIS ROUSSAKIS FOR POSTMEDIA NEWS Brandi Spence, an Ottawa CIBC employee who agreed on a test run as a mobile investment consultant, and Grant Rasmussen, CIBC senior vice-president for mobile advice, are equally strong advocates of the concept.
 ?? ALEX UROSEVIC FOR POSTMEDIA NEWS ??
ALEX UROSEVIC FOR POSTMEDIA NEWS

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