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CIBC US

Investment Specialist – Bilingual

CIBC US

Investment Specialist at CIBC working on investment planning and client relationship management. Engaging with clients and pursuing business development opportunities in a hybrid work environment.

Posted 7/17/2026full-timeBoucherville • 🇨🇦 CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in investment planning and business development, with a strong focus on building client relationships and providing tailored financial advice. Bilingual proficiency in French and English enhances communication with a diverse client base.

Highest-signal resume keywords
Mutual Funds LicensePersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)Investment PlanningBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Investment PlanningClient Relationship ManagementFinancial AdvisoryBusiness Development
Soft Skills
CommunicationInterpersonal Skills
Certifications & Qualifications
Mutual Funds LicensePersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)
Industry Keywords
Investment PlanningFinancial SuccessClient Relationships

About the role

Key responsibilities & impact
  • Work closely with other CIBC Banking Centre employees to build connections with existing clients
  • Provide investment planning advice for financial success
  • Facilitate new client relationships through business development

Requirements

What you’ll need
  • 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)
  • Fluent in French and English

Benefits

Comp & perks
  • Competitive compensation
  • Banking benefits
  • Benefits program
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers recognition program