Strategic Investment Planner & Client Growth Lead

CIBC; Prince George; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking an Investment Specialist in Prince George. You will build and nurture client relationships, provide personalized investment advice, and actively engage in community outreach. The ideal candidate has proven client service skills, a passion for financial advising, and relevant certifications. This role offers a supportive environment where your strengths are valued, and you will be working on-site full-time.

Benefits

Competitive compensation

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Qualifications

• Current accreditation and good standing in Mutual Funds License.
• Willingness to complete Personal Financial Planner or Registered Retirement Consultant certification within the first year.

Responsibilities

• Develop meaningful client connections and provide investment planning advice.
• Engage in business development activities to grow client relationships.
• Initiate local marketing activities to enhance community brand awareness.

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 leading financial institution is seeking an Investment Specialist in Prince George. You will build and nurture client relationships, provide personalized investment advice, and actively engage in community outreach. The ideal candidate has proven client service skills, a passion for financial advising, and relevant certifications. This role offers a supportive environment where your strengths are valued, and you will be working on-site full-time.