Client-Focused Investment Advisor

Canadian Imperial Bank of Commerce; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Toronto is seeking an Investment Specialist to enhance client relationships and provide personalized investment advice. The successful candidate will perform business development activities to generate new client connections and foster community relations. Candidates must hold a current Mutual Funds License and be motivated by achieving success through collaboration. This full-time role offers opportunities to thrive in a supportive environment with competitive compensation and benefits.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• You have current accreditation and good standing Mutual Funds License.
• You will complete PFP or RRC within your first year.
• You thrive when empowered to take lead.

Responsibilities

• Build lasting connections with clients.
• Provide personalized investment advice and planning support.
• Participate in community business development activities.

Skills

Analytical Thinking

Client Service

Communication

Customer Experience (CX)

Financial Advising

Investment Planning

Work Collaboratively

Education

Current accreditation and good standing Mutual Funds License

Personal Financial Planner (PFP)

Registered Retirement Consultant (RRC)

Job description

A leading financial institution in Toronto is seeking an Investment Specialist to enhance client relationships and provide personalized investment advice. The successful candidate will perform business development activities to generate new client connections and foster community relations. Candidates must hold a current Mutual Funds License and be motivated by achieving success through collaboration. This full-time role offers opportunities to thrive in a supportive environment with competitive compensation and benefits.