The role focuses on building lasting connections with existing clients while providing personalized investment planning advice to support their financial success
Job Summary
The role focuses on building lasting connections with existing clients while providing personalized investment planning advice to support their financial success.
Candidates are expected to drive business development by understanding the local market, converting leads, and generating new client relationships through community involvement.
CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a culture that encourages employees to invest in their growth through initiatives like Purpose Day.
Matching Summary
The role focuses on building lasting connections with existing clients while providing personalized investment planning advice to support their financial success.
Salary
Competitive salary; Incentive pay available; 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
Strong networking and partnership skills
Passion for diverse client relationships
Commitment to collective team success
Authentic and respectful communication style
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