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 centres in which you will work.
At CIBC, your goals are a priority and we aspire to give you a career, rather than just a paycheck.
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 activities
Community outreach and brand awareness
On-site full-time work environment
Nice-to-have
Acts like an owner
Driven to succeed
Passionate about people
Driven by collective success
Values trust, teamwork, and accountability
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