Investment Specialist

CIBC

Ancaster, Ontario, Canada
Client engagement and relationship building
Investment planning advice
Business development and lead generation
As an Investment Specialist, 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

  • As an Investment Specialist, 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.
  • You’ll also 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 aspire to give you a career, rather than just a paycheck, offering competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

As an Investment Specialist, 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

  • Client Engagement and Relationship Building
  • Investment Planning Advice
  • Business Development and Lead Generation
  • Community Outreach and Brand Awareness
  • On-site Full-time Work Environment

Nice-to-have

  • Acting like an owner
  • Driven to succeed
  • Passionate about people
  • Driven by collective success
  • Values-driven work culture

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC)
  • CFP or IQPF certification accepted
  • Legally eligible to work in the specified location

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter