Investment Specialist

Jobtailor; Truro; On-site; CAD 90,000 - 130,000; Full time

Job summary

CIBC is seeking an Investment Advisor to build lasting client relationships, provide investment planning advice, and support comprehensive financial planning. You will develop local market knowledge and collaborate with Banking Centre teams to grow the client base.

In this role you will convert leads into deeper client relationships, deliver results, and participate in local marketing and community outreach to raise CIBC brand awareness.

Qualifications

• Mutual Funds License in good standing.
• Completion of PFP or RRC within first year; CFP or IQPF acceptable.
• Legally eligible to work in the specified location.
• Valid work or study permit where applicable.
• Ability to complete attribute-based assessments and tests.

Responsibilities

• Build lasting connections with clients and provide investment planning advice.
• Develop new client relationships through business development activities.
• Meet clients on their schedule and provide personalized investment advice and comprehensive planning support.
• Collaborate with Banking Centre teams to enhance client relationships.
• Understand the local market and client base and develop sales plans.
• Convert leads into deeper client relationships and deliver results.
• Generate opportunities through networking and relationship building.
• Initiate local marketing and community outreach activities.
• Establish local contacts and partner with community organizations.
• Increase CIBC brand awareness and grow the local network.

Skills

Investment Planning

Client Relationship Management

Networking

Community Outreach

Sales Planning

Collaboration

Communication

Relationship Building

Education

Mutual Funds License

Personal Financial Planner (PFP)

Registered Retirement Consultant (RRC)

CFP

Job description

• Build lasting connections with existing clients and provide investment planning advice
• Facilitate new client relationships through business development activities
• Meet clients on their schedule and provide personalized investment advice and comprehensive planning support
• Collaborate with Banking Centre teams to enhance client relationships
• Understand the local market and client base and develop sales plans
• Convert leads into deeper CIBC client relationships and deliver results
• Generate opportunities through networking and relationship building
• Initiate local marketing and community outreach activities
• Establish local contacts and partner with community organizations
• Increase CIBC brand awareness and grow the local network

Requirements

• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
• Must complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC - Quebec based employees only) within the first year; CFP or IQPF also satisfies this requirement
• Legally eligible to work at the specified location(s)
• Valid work or study permit where applicable
• Ability to complete attribute-based assessments and skills tests where requested

Core Competencies

Demonstrates expertise in investment planning and client relationship management, with a strong focus on business development and community engagement. Holds relevant financial certifications and is adept at generating opportunities through networking and personalized client support.

Highest-signal resume keywords

• Mutual Funds License
• Personal Financial Planner (PFP)
• Registered Retirement Consultant (RRC)
• Investment Planning
• Business Development

ATS Optimization Keywords

Hard Skills

• Investment Planning
• Sales Planning
• Client Relationship Management
• Networking
• Community Outreach

Soft Skills

• Collaboration
• Communication
• Relationship Building

Certifications & Qualifications

• Mutual Funds License
• Personal Financial Planner (PFP)
• Registered Retirement Consultant (RRC)

Industry Keywords

• Investment Advice
• Client Engagement
• CIBC Brand Awareness
• Local Market Understanding