Investment Specialist

Focus on each client experience, connecting on a personal level to make every interaction meaningful.,Be flexible to meet with clients on their schedule.,Collaborate with Banking Centre teams to enhance existing relationships by providing 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 and deliver results.,Heighten CIBC brand awareness through local marketing and outreach activities.,Establish local contacts and partner with community organizations.,Be empowered to take the lead, go above and beyond, and deliver results.,Be motivated by accomplishing goals and making an impact.,Find meaning in relationships and build trust through respect and authenticity.,Value collaboration and understand the power of an inclusive team.,Have 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 the values of trust, teamwork, and accountability.

Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada),Completion of Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only) within the first year of employment (CFP or IQPF also satisfy this requirement)

Legally eligible to work at the specified location(s),Where applicable, must have a valid work or study permit