Investment Specialist: Grow Client Wealth & Relationships

CIBC; Richmond Hill; On-site; CAD 80,000 - 100,000; Full time

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)

Job description

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.