Investment Specialist
CIBC US
full-time
Posted on:
Location Type: Office
Location: Saskatoon • Canada
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About the role
- 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
- Collaborate with Banking Centre teams to enhance existing relationships by providing personalized investment advice
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only) within the first year
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 buildinginvestment planningbusiness developmentcollaborationpersonalized advice
Certifications
Mutual Funds LicenseCanadian Securities CourseInvestment Funds In CanadaPersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)