Investment Specialist - Remote

Overview

As an Investment Specialist at CIBC, you will focus on building lasting connections with clients and providing personalized investment planning advice to help them achieve financial success.

In Short

• Join CIBC's Investment Specialist team in Personal and Business Banking.
• Work remotely 5 days a week with occasional onsite events.
• Engage clients and provide meaningful interactions.
• Collaborate with Banking Centre teams for personalized investment advice.
• Participate in business development activities to grow client relationships.
• Enhance community involvement through local marketing initiatives.
• Build a sales plan to convert leads into deeper relationships.
• Must have current accreditation and good standing Mutual Funds License.
• Values collaboration, trust, and accountability.
• Offers opportunities for personal growth and career advancement.

Requirements

• Strong relationship building and networking skills.
• Ability to understand local market and client base.
• Certified professional with a Mutual Funds License.
• Must complete Personal Financial Planner or Registered Retirement Consultant within the first year.
• Driven to succeed and motivated by accomplishing goals.
• Ability to work collaboratively within a team.
• Passionate about client service and financial advising.
• Effective communication and client engagement skills.
• Willingness to participate in community outreach activities.
• Commitment to inclusive environment and diversity.

Benefits

• Competitive salary and incentive pay.
• Banking benefits and comprehensive benefits program.
• Defined benefit pension plan and employee share purchase plan.
• Generous vacation offering and wellbeing support.
• MomentMakers recognition program for employees.
• Opportunities for professional development and growth.
• Paid day off for personal growth (Purpose Day).
• Access to technological tools for collaboration.
• Inclusive workplace culture that values teamwork.
• Supportive environment for achieving financial goals.