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Client-Centric Investment Advisor

1 month ago


Southwestern Ontario, Canada CIBC Full time

A leading Canadian bank located in Waterloo seeks an Investment Specialist to enhance client engagement and provide personalized investment planning advice. The role involves collaborating with teams to deepen relationships and participating in local business development initiatives. Applicants should have a Mutual Funds License and be ready to complete other certifications. This full-time role offers competitive compensation and benefits, focused on fostering a thriving workplace culture.
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