Investment Planning Specialist

CIBC; Prince George; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading banking institution seeks an Investment Specialist in Prince George. You will build lasting connections with clients, provide personalized investment planning advice, and engage in community outreach activities. Ideal candidates are certified professionals with strong client engagement and relationship-building skills. This role requires full-time on-site presence and emphasizes values of trust, teamwork, and accountability.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Vacation offering

Qualifications

• Certified professional with current accreditation and good standing in Mutual Funds.
• Ability to build relationships and trust through respect and authenticity.
• Motivated to succeed and achieve goals in a client-centered environment.

Responsibilities

• Engage clients on a personal level to provide meaningful investment advice.
• Develop a business plan to convert leads into deeper client relationships.
• Initiate local marketing and outreach activities to enhance CIBC's brand awareness.

Skills

Client Service

Communication

Customer Experience (CX)

Financial Advising

Investment Planning

Work Collaboratively

Education

Mutual Funds License

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

Job description

Overview

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com.

What You’ll Be Doing

You’ll be joining CIBC’s Investment Specialist team in Personal and Business Banking. As an Investment Specialist, you’ll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice that will enable their financial success. You’ll also facilitate new client relationships by participating in business development activities within the community of banking centers in which you will work.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How You’ll Succeed

• Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to meet with your clients on their schedule, fostering a relationship that will support their lifestyle. Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive planning support to help them achieve their financial goals.
• Business Development - Deeply understand your local market and potential client base, working with other members of the banking centre team to build a sales plan that will convert leads into deeper relationships with CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.
• Community Involvement - Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities. Establish local contacts, and partner with community organizations to make an impact. Grow your network while creating lasting connections that will generate future opportunities.

Who You Are

• You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
• You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
• You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). You will be required within your first year in the job to complete the: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). The CFP or IQPF will also satisfy this requirement.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

What You Need To Know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

What CIBC Offers

• We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
• Subject to plan and program terms and conditions

Job Location

Prince George - 3rd & Brunswick

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Communication, Customer Experience (CX), Financial Advising, Investment Planning, Work Collaboratively