Financial Planning and Analysis

• Work closely with other CIBC Banking Centre employees to build lasting connections with existing clients
• Provide the right investment planning advice to enable clients' financial success
• Facilitate new client relationships by participating in business development activities within the community
• Collaborate with Banking Centre teams to enhance existing relationships by providing clients personalized investment advice
• Heighten CIBC brand awareness in the community through local marketing and outreach activities.

Investment Specialist, Bilingual

Investment and Financing Advisor