Client-First Investment Advisor (Hybrid)

CIBC; City of Moncton; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank is seeking an Investment Specialist in Moncton to join their Personal and Business Banking team. This role involves building client relationships, delivering personalized investment advice, and supporting business development initiatives within the community. Candidates should possess a Mutual Funds License and be passionate about client service. The position offers a hybrid work arrangement, allowing flexibility in managing work activities while striving for financial success for clients.

Benefits

Competitive compensation

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• Current accreditation and good standing Mutual Funds License is required.
• Must complete PFP or RRC within the first year.

Responsibilities

• Engage with clients to provide personalized investment advice.
• Collaborate with banking teams to enhance client relationships.
• Initiate local marketing and outreach activities.

Skills

Analytical Thinking

Client Service

Communication

Customer Experience (CX)

Financial Advising

Investment Planning

Work Collaboratively

Education

Accredited Mutual Funds License

Canadian Securities Course

Job description

A leading Canadian bank is seeking an Investment Specialist in Moncton to join their Personal and Business Banking team. This role involves building client relationships, delivering personalized investment advice, and supporting business development initiatives within the community. Candidates should possess a Mutual Funds License and be passionate about client service. The position offers a hybrid work arrangement, allowing flexibility in managing work activities while striving for financial success for clients.