Investment Specialist - Vaudreuil-Dorion - Bilingual
Description
The Investment Specialist will join CIBC’s Personal and Business Banking team, focusing on building client relationships and providing investment planning advice to help clients achieve financial success. The role also involves facilitating new client relationships through business development activities within the community. It operates under a hybrid work arrangement.
What We're Looking For
Engage with clients on a personal level, offering personalized investment advice and comprehensive planning support to meet financial goals.
Develop a sales plan by understanding the local market and potential client base, converting leads into lasting client relationships through strong networking skills.
Enhance CIBC's brand awareness through local marketing and outreach, partnering with community organizations to generate future opportunities.
Take initiative, go above and beyond, and deliver results.
Motivated by achieving goals and making an impact.
Build trust through respect and authenticity, valuing diverse partnerships.
Collaborate effectively within a team to achieve shared visions.
Possess current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
Complete Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only) within the first year (CFP or IQPF also satisfy this requirement).
Live by CIBC values: trust, teamwork, and accountability.
Fluent in French and English to serve clients.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
Required within the first year: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). CFP or IQPF will also satisfy this requirement.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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