Hybrid Investment Advisor - Client-Centric Banking

Canadian Imperial Bank of Commerce; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Montreal seeks an Investment Specialist to support clients with personalized investment planning and build strong relationships. The ideal candidate will engage in community outreach and collaborate with banking teams, all while being part of a hybrid work environment. Candidates should hold a Mutual Funds License and be fluent in French and English. This role promises a rewarding career path with competitive benefits and opportunities for professional growth.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

MomentMakers recognition program

Qualifications

• Fluent in French and English to serve clients.
• Current accreditation and good standing Mutual Funds License.
• Ability to lead and collaborate effectively.

Responsibilities

• Provide investment planning advice to clients.
• Build lasting connections with existing clients.
• Engage with local community for business development.

Skills

Client Service

Analytical Thinking

Communication

Customer Experience (CX)

Financial Advising

Investment Planning

Work Collaboratively

Education

Mutual Funds License

Certification in Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC)

Job description

A leading financial institution in Montreal seeks an Investment Specialist to support clients with personalized investment planning and build strong relationships. The ideal candidate will engage in community outreach and collaborate with banking teams, all while being part of a hybrid work environment. Candidates should hold a Mutual Funds License and be fluent in French and English. This role promises a rewarding career path with competitive benefits and opportunities for professional growth.