Investment Specialist
CIBC US
full-time
Posted on:
Location Type: Office
Location: Ancaster • Canada
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About the role
- Work closely with Banking Centre employees to build lasting connections with existing clients
- Provide personalized investment advice and comprehensive planning support
- Facilitate new client relationships through participation in business development activities
- Heighten CIBC brand awareness through local marketing and outreach activities
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only) to be completed within first year
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Paid day off dedicated for growth and development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship buildingpersonalized investment advicecomprehensive planningbusiness developmentmarketingoutreach
Certifications
Mutual Funds LicenseCanadian Securities CourseInvestment Funds In CanadaPersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)