Investment Planning Specialist (mandarin)

CIBC

Vancouver, BC, CA
Not specified; competitive compensation; defined b...
Mutual funds license (canadian securities course or investment funds in canada)
Client engagement and personalized investment advice
Business development and sales plan execution
The role involves working closely with CIBC Banking Centre employees to build lasting connections and provide personalized investment planning advice

Job Summary

  • The role involves working closely with CIBC Banking Centre employees to build lasting connections and provide personalized investment planning advice.
  • Employees are expected to facilitate new client relationships through business development activities and local community outreach.
  • CIBC offers a comprehensive benefits package including competitive compensation, a defined benefit pension plan, and wellbeing support.

Matching Summary

The role involves working closely with CIBC Banking Centre employees to build lasting connections and provide personalized investment planning advice.

Salary

Not specified; Competitive compensation; Defined benefit pension plan included

Skills & Requirements

Must-have

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Client engagement and personalized investment advice
  • Business development and sales plan execution

Nice-to-have

  • Strong networking and community involvement skills
  • Passion for building lasting client relationships
  • Ability to work collaboratively in an inclusive team

Key Requirements

  • Current accreditation: Canadian Securities Course or Investment Funds In Canada
  • Completion of Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC) within first year
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter