Relationship-Driven Investment Planner

Canadian Imperial Bank of Commerce; Prince George; On-site; CAD 60,000 - 90,000; Full time

Job summary

A national banking institution seeks an Investment Specialist in Prince George to provide tailored investment advice and build lasting client relationships. This role emphasizes client engagement, business development, and community involvement to enhance company visibility. Candidates should have a Mutual Funds License and a track record in client service, fostering an inclusive environment. This position offers a full-time on-site work model with competitive compensation and benefits package.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• Must be legally eligible to work in specified location.
• Successful completion of PFP or RRC within first year.

Responsibilities

• Build lasting connections with existing clients.
• Provide personalized investment advice.
• Engage in local marketing and outreach activities.

Skills

Client Service

Communication

Customer Experience (CX)

Financial Advising

Investment Planning

Work Collaboratively

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

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

Job description

A national banking institution seeks an Investment Specialist in Prince George to provide tailored investment advice and build lasting client relationships. This role emphasizes client engagement, business development, and community involvement to enhance company visibility. Candidates should have a Mutual Funds License and a track record in client service, fostering an inclusive environment. This position offers a full-time on-site work model with competitive compensation and benefits package.