Relationship-Driven Investment Advisor

CIBC; Prince George; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Employee share purchase plan

Wellbeing support

Pension plan

Job summary

CIBC is seeking an Investment Specialist to join the Personal and Business Banking team. You will work with Banking Centre staff in the Lower Mainland to deliver tailored investment planning and build lasting client connections, while also driving new relationships through local community activities.

The role emphasizes ownership, collaboration, and delivering actionable financial guidance to support clients' goals. A Mutual Funds License is required, with PFP or RRC as a first-year target.

Qualifications

• Current Mutual Funds License (Canadian Securities Course or equivalent).
• Within your first year complete PFP or RRC (Quebec-based employees). CFP or IQPF also satisfies this requirement.
• Values matter: trust, teamwork and accountability.
• Ownership mindset with ability to lead and build client relationships.

Responsibilities

• Client engagement and personalized investment planning advice to clients.
• Business development and community outreach to grow relationships.
• Collaborate with Banking Centre teams to broaden client participation.

Skills

Client Service

Communication

CX

Financial Advising

Investment Planning

Work Collaboratively

Education

Mutual Funds License (Canadian Securities Course)

Job description

CIBC is seeking an Investment Specialist to join the Personal and Business Banking team. You will work with Banking Centre staff in the Lower Mainland to deliver tailored investment planning and build lasting client connections, while also driving new relationships through local community activities.

The role emphasizes ownership, collaboration, and delivering actionable financial guidance to support clients' goals. A Mutual Funds License is required, with PFP or RRC as a first-year target.