Investment Specialist

CIBC•Owen Sound, ON

3d•Onsite

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. 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 centres 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 bring your real self to work, and you live our values - trust, teamwork, and accountability.
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.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process.

Nice To Haves

Analytical Thinking
Client Service
Communication
Customer Experience (CX)
Financial Advising
Investment Planning
Work Collaboratively

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.