Investment Specialist

CIBC Capital Markets

Owen Sound, Canada
**
Relationship-oriented banking
Investment planning advice
Business development activities
** CIBC Capital Markets is seeking an Investment Specialist to join its team in Owen Sound, Canada, focusing on delivering personalized investment planning advice to clients. The role emphasizes client engagement, business development, and community involvement while requiring strong relationship-building skills and relevant certifications. **

Job Summary

  • You will work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice that will enable their financial success.
  • You will facilitate new client relationships by participating in business development activities within the community of banking centres in which you will work.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential, aspiring to give you a career, rather than just a paycheck.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking an Investment Specialist to join its team in Owen Sound, Canada, focusing on delivering personalized investment planning advice to clients. The role emphasizes client engagement, business development, and community involvement while requiring strong relationship-building skills and relevant certifications. **

Skills & Requirements

Must-have

  • Relationship-oriented banking
  • Investment planning advice
  • Business development activities
  • Client engagement and experience
  • Local market understanding

Nice-to-have

  • Empowered work environment
  • Meaningful impact and value
  • Community brand awareness
  • Diverse network of partners

Key Requirements

  • Mutual Funds License (CSC or IFC)
  • Complete PFP or RRC within first year
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter