Relationship-Driven Investment Advisor

CIBC; Niagara Falls; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Niagara Falls is seeking an Investment Specialist to build client relationships and provide investment planning advice. You will engage with clients, develop strategies for business growth, and participate in community outreach. The ideal candidate enjoys collaboration and has strong financial advising skills. This role requires a Mutual Funds License and a drive for excellence in client service.

Benefits

Competitive compensation

Banking benefit

Wellbeing support

Employee assistance programs

Qualifications

• You have a Mutual Funds License and will complete the PFP/RRC within your first year.
• You build trust through respect and authenticity.
• You thrive on collaboration and collective success.

Responsibilities

• Engage with clients and provide personalized investment advice.
• Develop business plans to convert leads into relationships.
• Initiate community marketing activities to enhance brand awareness.

Skills

Analytical Thinking

Client Service

Communication

Customer Experience (CX)

Financial Advising

Investment Planning

Work Collaboratively

Education

Current accreditation in Mutual Funds License

Completion of Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC)

Job description

A leading financial institution in Niagara Falls is seeking an Investment Specialist to build client relationships and provide investment planning advice. You will engage with clients, develop strategies for business growth, and participate in community outreach. The ideal candidate enjoys collaboration and has strong financial advising skills. This role requires a Mutual Funds License and a drive for excellence in client service.