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Investment Specialist

CIBC

Richmond Hill

On-site

CAD 80,000 - 100,000

Full time

Yesterday

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Job summary

A leading financial institution located in Richmond Hill is seeking an Investment Specialist for its team in Personal and Business Banking. The successful candidate will focus on client engagement, business development, and community involvement to enhance financial success for clients. This full-time on-site role requires strong relationship-building skills and relevant certifications. At CIBC, employees are prioritized with competitive compensation and opportunities for career growth.

Benefits

Competitive compensation

Defined benefit pension plan

Vacation offering

Wellbeing support

Employee share purchase plan

MomentMakers recognition program

Qualifications

Current accreditation in Mutual Funds License is required.
Completion of PFP or RRC within the first year is mandatory.
Ability to foster client relationships through personalized advice.

Responsibilities

Provide investment planning advice to clients in banking centres.
Engage in business development activities to generate new client relationships.
Initiate local marketing and outreach activities to enhance brand awareness.

Skills

Banking

Customer Service

Financial Planning

Goal Planning

Investment Advising

Investment Planning

Investments

Personal Investments

Planning

Retirement Planning

Retirement Planning Services

Sales

Teamwork

Education

Current accreditation and good standing Mutual Funds License

Canadian Securities Course or Investment Funds in Canada

Personal Financial Planner (PFP)

Registered Retirement Consultant (RRC)

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 – 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 are 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 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

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 Mailbox.careers-

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, French proficiency, 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.

Job Location

5827 Main St. Unit #1

Employment Type

Regular

Weekly Hours

37.5

Skills