Investment Planning Specialist (mandarin)

CIBC Capital Markets

Vancouver, BC, CA
Not specified; competitive compensation; defined b...
Client engagement and relationship building
Personalized investment advice delivery
Business development and sales planning
The role focuses on building lasting connections with existing clients and facilitating new relationships through community-based business development

Job Summary

  • The role focuses on building lasting connections with existing clients and facilitating new relationships through community-based business development.
  • Candidates must possess a current Mutual Funds License and complete additional certifications like PFP or RRC within the first year.
  • CIBC offers a comprehensive benefits package including a defined benefit pension plan, employee share purchase plan, and paid Purpose Day for growth.

Matching Summary

The role focuses on building lasting connections with existing clients and facilitating new relationships through community-based business development.

Salary

Not specified; Competitive compensation; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Personalized investment advice delivery
  • Business development and sales planning
  • Community marketing and outreach activities

Nice-to-have

  • Passion for people and diverse networks
  • Collaborative team mindset
  • Authentic trust-building approach
  • Drive to exceed goals and deliver results

Key Requirements

  • Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Completion of Personal Financial Planner (PFP) certification within one year
  • Legal eligibility to work in Canada
  • Ability to work on-site full-time in Vancouver

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter