Investment Specialist
CIBC US
full-time
Posted on:
Location Type: Hybrid
Location: Moncton • Canada
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About the role
- Work closely with other CIBC Banking Centre employees to build lasting connections with existing clients
- Provide right investment planning advice enabling financial success
- Facilitate new client relationships by participating in business development activities within the community
- Engage with clients on their schedule, fostering meaningful relationships
- Collaborate with Banking Centre teams to enhance existing client relationships with personalized investment advice and planning support.
- Understand local market and client base, build a sales plan to convert leads into deeper relationships with CIBC clients.
Requirements
- Current accreditation and good standing Mutual Funds License
- Canadian Securities Course or Investment Funds In Canada
- Complete Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only) within first year.
- CFP or IQPF will satisfy this requirement.
Benefits
- Competitive compensation
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship buildingclient engagementbusiness developmentpersonalized investment advicesales planning
Certifications
Mutual Funds LicenseCanadian Securities CourseInvestment Funds In CanadaPersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)Certified Financial Planner (CFP)Institut québécois de planification financière (IQPF)