Investment Specialist

Canadian Imperial Bank of Commerce; Oakville; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an Investment Specialist to join their dynamic team in Oakville. This role focuses on building lasting client relationships and providing tailored investment planning advice. You will engage with clients to understand their financial goals, collaborate with colleagues to enhance service delivery, and actively participate in community outreach to strengthen the bank's presence. If you're passionate about finance and dedicated to client success, this opportunity offers a supportive environment for professional growth and development.

Benefits

Competitive compensation

Benefits

Pension plan

Employee share purchase plan

Vacation

Wellbeing support

Recognition programs

Paid day off for personal growth

Qualifications

• Certified professional with a current Mutual Funds License.
• Complete PFP or RRC certification within the first year.

Responsibilities

• Engage clients with personalized investment advice.
• Develop business relationships and enhance market presence.
• Participate in community outreach to build brand awareness.

Skills

Client Service

Communication

Customer Experience (CX)

Financial Advising

Investment Planning

Work Collaboratively

Education

Mutual Funds License

Personal Financial Planner (PFP)

Registered Retirement Consultant (RRC)

Job description

time left to apply End Date: May 22, 2025 (19 days left to apply)

job requisition id 2508577

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 centres 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 - Understand your local market and potential client base, working with your team to build a sales plan that converts leads into deeper relationships. Use your relationship-building and networking skills to generate opportunities and deliver results.
• Community Involvement - Increase CIBC's brand awareness through local marketing and outreach activities. Establish contacts and partner with community organizations to make an impact, creating lasting connections for future opportunities.

Who you are

• You act like an owner. You thrive when empowered to lead, go above and beyond, and deliver results.
• You’re driven to succeed. Motivated by achieving goals and making an impact.
• You’re passionate about people. You value relationships, build trust through respect and authenticity.
• You're driven by collective success. You believe collaboration transforms ideas into great results and value an inclusive team environment.
• You’re a certified professional. You hold a current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada). Within your first year, you will complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC) certification, which will also satisfy this requirement.
• Values matter to you. You bring your authentic self to work and live our values of trust, teamwork, and accountability.

What CIBC Offers

We prioritize your goals and strengths, creating opportunities for growth. We offer competitive compensation, benefits, a pension plan, employee share purchase plan, vacation, wellbeing support, and recognition programs. Our spaces and technology foster collaboration and innovation. We also support your development through initiatives like Purpose Day, a paid day off for personal growth.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to inclusion and accessibility. If you need accommodations, contact [e-mail]
• You must be legally eligible to work at the specified location(s) and have the necessary permits.
• We may require assessments and skills tests as part of the application process to better understand your capabilities and provide you with more information about us.

Job Location

Oakville-271 Hays Blvd

Employment Type

Regular

Weekly Hours

37.5

Skills

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