Investment Advisor - Hybrid, Client-Centric Wealth

CIBC; Fredericton; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading Canadian bank is seeking an Investment Specialist in Fredericton to provide personalized investment planning advice and build client relationships. This role requires strong analytical and communication skills, along with a Mutual Funds License. Embrace a hybrid work arrangement with flexibility in work location. Join a team focused on making impactful connections with clients and fostering community involvement as part of the business development activities.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Vacation offering

Paid day off for personal growth

Qualifications

• Passionate about providing personalized investment advice and building client relationships.
• Motivated by achieving goals and delivering impactful results.
• Ability to connect with clients on a personal level.
• Understanding of inclusion and teamwork dynamics.
• Possess current professional certifications in finance.

Responsibilities

• Provide personalized investment planning advice to clients.
• Participate in business activities to build new client relationships.
• Engage with the community to increase brand awareness.
• Collaborate with Banking Centre teams to enhance client experience.

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 in Fredericton to provide personalized investment planning advice and build client relationships. This role requires strong analytical and communication skills, along with a Mutual Funds License. Embrace a hybrid work arrangement with flexibility in work location. Join a team focused on making impactful connections with clients and fostering community involvement as part of the business development activities.