CIBC

Financial Services

InvestmentSpecialist

CA$75–110k ~AI est. Saint Leonard, Quebec, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services

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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