Relationship-Focused Investment Planner

Canadian Imperial Bank of Commerce; Vancouver; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading Canadian bank seeks an Investment Specialist in Vancouver to build client relationships and provide investment planning advice. The ideal candidate will engage with clients, enhance community connections, and participate in business development activities. Candidates must have a Mutual Funds License and complete a Personal Financial Planner certification within a year. The role requires strong analytical thinking and communication skills. Competitive compensation and benefits are offered.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Recognition program

Qualifications

• Current accreditation and good standing Mutual Funds License are required.
• You must complete the PFP or RRC within the first year of employment.
• Trust, teamwork, and accountability are essential values.

Responsibilities

• Provide investment planning advice to clients.
• Engage with clients to build lasting relationships.
• Participate in business development activities.
• Enhance awareness of CIBC within the community.

Skills

Analytical Thinking

Client Service

Communication

Customer Experience (CX)

Financial Advising

Investment Planning

Work Collaboratively

Education

Mutual Funds License

Canadian Securities Course

Personal Financial Planner (PFP)

Job description

A leading Canadian bank seeks an Investment Specialist in Vancouver to build client relationships and provide investment planning advice. The ideal candidate will engage with clients, enhance community connections, and participate in business development activities. Candidates must have a Mutual Funds License and complete a Personal Financial Planner certification within a year. The role requires strong analytical thinking and communication skills. Competitive compensation and benefits are offered.