Investment Planning Specialist (mandarin)

CIBC

Vancouver, Canada
Client engagement and relationship building
Investment planning advice
Business development and lead generation
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.
  • You’ll also facilitate new client relationships by participating in business development activities within the community of banking centers 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, with 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

  • Client Engagement and Relationship Building
  • Investment Planning Advice
  • Business Development and Lead Generation
  • Community Outreach and Brand Awareness
  • Mandarin Language Proficiency

Nice-to-have

  • Acting like an owner
  • Driven to succeed
  • Passionate about people
  • Driven by collective success
  • Values matter

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC) within first year
  • CFP or IQPF certification acceptable
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter