Investment Trade Analyst

Investment Specialist - Mascouche page is loaded Investment Specialist - Mascouche

Apply locations Mascouche, QC time type Full time posted on Posted 2 Days Ago job requisition id We're building a relationship-oriented bank for the modern world.

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.

You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote.

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.

Business Development - 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.
Community Involvement - 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.
You find meaning in relationships and surround yourself with a diverse network of partners. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only).

We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

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 tests (such as simulation, coding, French proficiency, MS Office).

Investments Similar Jobs (1)

locations Mascouche, QC time type Part time posted on Posted 2 Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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