Investment Specialist
Description
Join CIBC's Investment Specialist team in Personal and Business Banking to build lasting client connections and provide investment planning advice to help clients achieve financial success. You will also facilitate new client relationships through business development activities within the community. The role requires full-time on-site work.
What We're Looking For
Focus on each client experience, connecting on a personal level and being flexible to meet their schedule.,Collaborate with Banking Centre teams to enhance relationships by providing personalized investment advice and comprehensive planning support.,Understand the local market and potential client base to build a sales plan with the banking centre team, converting leads into deeper client relationships.,Utilize strong relationship building and networking skills to generate opportunities and deliver results.,Heighten CIBC brand awareness through local marketing and outreach, establishing contacts and partnering with community organizations to grow your network and generate future opportunities.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,Within the first year, complete Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). CFP or IQPF also satisfies this requirement.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the specified location(s) 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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