Investment Planning Specialist

CIBC; Prince George; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Employee share purchase plan

Wellbeing support

Pension plan

Job summary

CIBC is seeking an Investment Specialist to join the Personal and Business Banking team. You will work with Banking Centre staff in the Lower Mainland to deliver tailored investment planning and build lasting client connections, while also driving new relationships through local community activities.

The role emphasizes ownership, collaboration, and delivering actionable financial guidance to support clients' goals. A Mutual Funds License is required, with PFP or RRC as a first-year target.

Qualifications

• Current Mutual Funds License (Canadian Securities Course or equivalent).
• Within your first year complete PFP or RRC (Quebec-based employees). CFP or IQPF also satisfies this requirement.
• Values matter: trust, teamwork and accountability.
• Ownership mindset with ability to lead and build client relationships.

Responsibilities

• Client engagement and personalized investment planning advice to clients.
• Business development and community outreach to grow relationships.
• Collaborate with Banking Centre teams to broaden client participation.

Skills

Client Service

Communication

CX

Financial Advising

Investment Planning

Work Collaboratively

Education

Mutual Funds License (Canadian Securities Course)

Job description

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 in the Lower Mainland (locations to be determined) 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.

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 CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, 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

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]

CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

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 test (such as simulation, coding, French proficiency).

We use artificial intelligence tools during the recruitment process. 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.

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