Investment Planning Specialist (Mandarin)

CIBC • Vancouver, BC

10d • Onsite

About The Position

You’ll be joining CIBC’s Investment Specialist team in Personal and Business Banking. As an Investment Specialist, you’ll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice that will enable their financial success. You’ll also facilitate new client relationships by participating in business development activities within the community of banking centers in which you will work. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

Requirements

• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You will be required within your first year in the job to complete the: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only).
• The CFP or IQPF will also satisfy this requirement.
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• Analytical Thinking
• Client Service
• Communication
• Customer Experience (CX)
• Financial Advising
• Investment Planning
• Work Collaboratively

Nice To Haves

• Mandarin language skills

Responsibilities

• Focus on each client experience and connect on a personal level to make every interaction meaningful.
• Have the flexibility to meet with your clients on their schedule, fostering a relationship that will support their lifestyle.
• Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive planning support to help them achieve their financial goals.
• Deeply understand your local market and potential client base, working with other members of the banking centre team to build a sales plan that will convert leads into deeper relationships with CIBC clients.
• Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.
• Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities.
• Establish local contacts, and partner with community organizations to make an impact.
• Grow your network while creating lasting connections that will generate future opportunities.

Benefits

• competitive compensation
• banking benefits
• a benefits program
• defined benefit pension plan
• an employee share purchase plan
• a vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed