Investment Planning Specialist (mandarin)

CIBC Capital Markets

Vancouver, Canada
Investment planning advice
Client relationship management
Business development activities
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. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

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 relationship management
  • Business development activities
  • On-site full-time work

Nice-to-have

  • Relationship building skills
  • Networking skills
  • Community involvement
  • Act like an owner
  • Driven to succeed
  • Passionate about people

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
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter