Investment Specialist

CIBC

Ancaster, Ontario, Canada
Competitive salary; incentive pyy; banking benefit...
Client engagement and relationship building
Personalized investment advice delivery
Community marketing and outreach activities
The role focuses on building lasting connections with existing clients to provide personalized investment planning advice that enables their financial success

Job Summary

  • The role focuses on building lasting connections with existing clients to provide personalized investment planning advice that enables their financial success.
  • Candidates will facilitate new client relationships by participating in business development activities and local marketing initiatives within the community.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off dedicated to growth and development.

Matching Summary

The role focuses on building lasting connections with existing clients to provide personalized investment planning advice that enables their financial success.

Salary

Competitive salary; Incentive pay; Banking benefits, pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Personalized investment advice delivery
  • Community marketing and outreach activities

Nice-to-have

  • Strong networking and sales skills
  • Passion for diverse community connections
  • Collaborative team-oriented mindset

Key Requirements

  • Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Completion of Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC) within first year
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter