CIBC
Financial Services
InvestmentSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Investment Specialist at CIBC. Skills: Client engagement, Business development. Build lasting connections with clients. Provide investment planning advice”
What You'll Achieve.
Enable financial success; Generate future opportunities
Industry & Context.
What They're Looking For.
Must Have
Mutual Funds License, Canadian Securities Course, Investment Funds In Canada, Personal Financial Planner, Registered Retirement Consultant, CFP, IQPF
What You'll Do.
Build lasting connections with clients
Provide investment planning advice
Facilitate new client relationships
Participate in business development activities
Meet with clients on their schedule
Provide personalized investment advice
Support financial goals
Convert leads into relationships
Generate opportunities
Deliver bottom line results
Heighten CIBC brand awareness
Initiate local marketing activities
Initiate outreach activities
Establish local contacts
Partner with community organizations
Create lasting connections
How You'll Work.
Team & Collaboration
Banking Centre teams; Banking centre team
Full Job Description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you’ll be doing** You’ll be joining CIBC’s Investment Specialist team in Personal and Business Banking. As an Investment Specialist, 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 we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote._ **How you’ll succeed** * **Client Engagement -** Focus on each client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to meet with your clients on their schedule, fostering a relationship that will support their lifestyle. Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive planning support to help them achieve their financial goals. * **Business Development -** Deeply understand your local market and potential client base, working with other members of the banking centre team to build a sales plan that will convert leads into deeper relationships with CIBC clients. Use your strong relationship building and n
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