Client Investment Advisor & Growth Partner

Canadian Imperial Bank of Commerce; Southwestern Ontario; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian bank is seeking an Investment Specialist to join its team in Southwestern Ontario. The role focuses on providing investment planning advice to clients while engaging actively in business development and community involvement. Candidates should be proactive, have a Mutual Funds License, and be committed to fostering strong relationships with clients. The position requires being on-site full-time and offers a range of competitive benefits, aligning with the bank's commitment to client success and team collaboration.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Social recognition program

Qualifications

• You have current accreditation and good standing Mutual Funds License.
• You will complete Personal Financial Planner or Registered Retirement Consultant within the first year.
• You bring your real self to work, living the values of trust, teamwork, and accountability.

Responsibilities

• Build lasting connections with clients to provide investment advice.
• Participate in business development activities to grow client relationships.
• Engage with community organizations to enhance CIBC's brand awareness.

Skills

Analytical Thinking

Client Service

Communication

Customer Experience (CX)

Financial Advising

Investment Planning

Work Collaboratively

Education

Mutual Funds License

Canadian Securities Course

Personal Financial Planner (PFP)

Registered Retirement Consultant (RRC)

Job description

A leading Canadian bank is seeking an Investment Specialist to join its team in Southwestern Ontario. The role focuses on providing investment planning advice to clients while engaging actively in business development and community involvement. Candidates should be proactive, have a Mutual Funds License, and be committed to fostering strong relationships with clients. The position requires being on-site full-time and offers a range of competitive benefits, aligning with the bank's commitment to client success and team collaboration.