You’ll 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
Job Summary
You’ll 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.
Deeply understand your local market and potential client base, working with other members of the banking centre team to build a sales plan that will convert leads into deeper relationships with CIBC clients.
At CIBC, your goals are a priority, and they aspire to give you a career, rather than just a paycheck, offering competitive compensation, banking benefits, and a defined benefit pension plan.
Matching Summary
You’ll 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.
Skills & Requirements
Must-have
Investment planning advice
Client engagement and relationship building
Business development and lead generation
Community outreach activities
On-site full-time work environment
Nice-to-have
Act like an owner
Driven to succeed
Passionate about people
Driven by collective success
Values matter to you
Key Requirements
Mutual Funds License (CSC or IFIC)
Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC)