Apply

Ready to go for it?

AI Apply speeds things up—apply directly if you prefer.

FREE ACCESS
5,000–10,000 jobs/day
JobTailor Logo

See all jobs on JobTailor

Search thousands of fresh jobs every day.

Discover
  • Fresh listings
  • Fast filters
  • No subscription required
Create a free account and start exploring right away.
CIBC US

Investment Specialist

CIBC US

Investment Specialist working closely with CIBC Banking Centre employees to provide investment planning advice. Facilitating new client relationships while participating in business development activities.

Posted 7/28/2026full-timeSudbury • 🇨🇦 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 client relationship management, with a focus on providing tailored financial advice to ensure client success. Holds relevant financial certifications and actively engages in business development to foster new client relationships.

Highest-signal resume keywords
Mutual Funds LicensePersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)Certified Financial Planner (CFP)IQPF

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

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

Soft Skills
Client Relationship ManagementBusiness DevelopmentInvestment Planning
Certifications & Qualifications
Mutual Funds LicensePersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)Certified Financial Planner (CFP)IQPF
Industry Keywords
Financial SuccessInvestment Planning AdviceClient RelationshipsBusiness Development Activities

About the role

Key responsibilities & impact
  • work closely with other CIBC Banking Centre employees to build lasting connections with existing clients
  • provide the right investment planning advice that will enable their financial success
  • facilitate new client relationships by participating in business development activities

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 – Quebec based employees only) within your first year
  • the CFP or IQPF will also satisfy this requirement

Benefits

Comp & perks
  • competitive compensation
  • banking benefits
  • defined benefit pension plan
  • employee share purchase plan
  • vacation offering
  • wellbeing support
  • MomentMakers, our social, points-based recognition program