Investment Specialist
CIBC US
full-time
Posted on:
Location Type: Office
Location: Medicine Hat • Canada
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About the role
- work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice
- facilitate new client relationships by participating in business development activities within the community of banking centres
- focus on client experience and connect on a personal level
- collaborate with Banking Centre teams to enhance existing relationships by providing personalized investment advice and comprehensive planning support
- understand local market and potential client base to build a sales plan
- initiate local marketing and outreach activities to heighten brand awareness
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 also satisfy this requirement
Benefits
- competitive compensation
- banking benefits
- a 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
client experiencerelationship buildingpersonalized investment advicecollaborationbusiness developmentcommunity engagementsales planningmarketingoutreach activities
Certifications
Mutual Funds LicenseCanadian Securities CourseInvestment Funds In CanadaPersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)CFPIQPF