Full-Time

On-Site

Investment Specialist

CCanadian Imperial Bank of Commerce (CIBC)30 Wilson Street W, Ancaster, ON0

Description

Join CIBC's Investment Specialist team in Personal and Business Banking to build client relationships, provide investment planning advice, and facilitate new client relationships through business development activities. The role focuses on client engagement, business development within the local market, and community involvement to enhance the CIBC brand.

What We're Looking For

Focus on each client experience and connect on a personal level.

Flexibility to meet with clients on their schedule.

Collaborate with Banking Centre teams to provide personalized investment advice and comprehensive planning support.

Understand the local market and potential client base to build a sales plan.

Use strong relationship building and networking skills to generate opportunities.

Initiate local marketing and outreach activities to heighten CIBC brand awareness.

Establish local contacts and partner with community organizations.

Ideal Candidate

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).

Hard Skills

Analytical Thinking

Financial Advising

Investment Planning

Soft Skills

Client Service

Communication

Customer Experience (CX)

Work Collaboratively

Relationship Building

Networking

Accountability

Trust

Teamwork

Work Hours

37.5 hours/week

Benefits

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers (social, points-based recognition program)

Purpose Day (paid day off for growth and development)

Special Commitments

Must be legally eligible to work at the location(s) specified. May be asked to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency).

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.

Client-focused

Inclusive

Collaborative

Innovative

Professional

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