Investment Specialist

4 weeks ago

Kingston, Canada CIBC Full time

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.

To learn more about CIBC, please visit

**Job Description**:
What you’ll be doing

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.

How you’ll succeed- Client Engagement - 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.- 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.

Who you are- You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.- You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.- You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.- You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.- You’re a certified professional. You have 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.- Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

What CIBC offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

Kingston-117 Bath Rd

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Investment Planning, Investments

  • Investment Operations Manager

    4 weeks ago

    Kingston, Canada Unilever Full time

    Job Title: Investment Operations Manager Location: Kingston Head Office BACKGROUND: The Univest Company has been established as Unilever’s in-house central investment unit responsible for overseeing the c. €24bn of assets of Unilever’s worldwide pension schemes. The Univest Company provides services to Unilever’s pension schemes ranging from simple...

  • Business Analytics Specialist

    6 days ago

    Kingston, Canada Empire Life Full time

    Business Analytics Specialist Location: Hybrid- Kingston Empire life is looking to hire a Business Analytics Specialist to join our team! Why pursue this opportunity Our mission - make insurance, investments and benefits simple, fast and easy for our customers. Join a transforming business -

  • Business Analytics Specialist

    1 week ago

    Kingston, Canada THE EMPIRE LIFE INS. CO Full time

    **Business Analytics Specialist**: **Location: Hybrid - Kingston** Empire life is looking to hire a Business Analytics Specialist to join our team! **Why pursue this opportunity**Our mission -** make insurance, investments and benefits simple, fast and easy for our customers.**Join a transforming business - **we are a medium-sized Canadian company in a...

  • Health Claims Specialist

    1 week ago

    Kingston, Canada THE EMPIRE LIFE INS. CO Full time

    **Health Claims Specialist**: **Location: Hybrid - Ontario** Empire life is looking to hire a Health Claims Specialist to join our group solutions team! **Why pursue this opportunity**Our mission -** make insurance, investments and benefits simple, fast and easy for our customers.- **Join a transforming business - **we are a medium-sized Canadian company...

  • Associate Financial Services Specialist

    1 month ago

    Kingston, Canada CIBC Full time

    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...

  • Associate Financial Services Specialist

    1 month ago

    Kingston, Canada CIBC Full time

    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...

  • IT Specialist

    4 weeks ago

    Kingston, Canada Telecom Metric Inc Cloud Metric Inc Full time

    **WHO WE ARE** We are a group of companies focusing on Cloud Infrastructure, VoIP, and Fully Managed solutions. Server Cloud Canada, Telecom Metric, and Cloud Metric were founded on the simple idea that companies win by investing in the right team and by putting the customer first. Our vision is simple: Fostering a culture that prioritizes people over...

  • Business Analytics Specialist

    4 weeks ago

    Kingston, Canada Empire Life Full time

    Business Analytics Specialist Location: Hybrid- Kingston Empire life is looking to hire a Business Analytics Specialist to join our team! Why pursue this opportunity Our mission - make insurance, investments and benefits simple, fast and easy for our customers.  Join a transforming business - we are a medium-sized Canadian company in a stable...

  • Business Analytics Specialist

    4 weeks ago

    Kingston, Canada Empire Life Full time

    Business Analytics Specialist Location: Hybrid- Kingston Empire life is looking to hire a Business Analytics Specialist to join our team! Why pursue this opportunity Our mission - make insurance, investments and benefits simple, fast and easy for our customers. Join a transforming business - we are a medium-sized Canadian company in a stable industry...

  • Mortgage Specialist

    3 weeks ago

    Kingston, Canada BMO Full time

    Application Deadline: 05/30/2024Address:297 King St ECultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...

  • Mortgage Specialist

    4 weeks ago

    Kingston, Ontario, Canada BMO Full time

    Application Deadline:04/29/2024Address:297 King St EJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues...

  • Mortgage Specialist

    4 weeks ago

    Kingston, Canada BMO Full time

    Application Deadline: 03/30/2024 Address: 297 King St E Job Family Group: Retail Banking Sales & Service Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO...

  • Mortgage Specialist

    2 weeks ago

    Kingston, Ontario, Canada BMO Full time

    Application Deadline:05/30/2024Address:297 King St EJob Family Group:Retail Banking Sales & ServiceCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues...

  • Business Analytics Specialist

    4 weeks ago

    Kingston, ON, Canada Empire Life Full time

    Business Analytics Specialist Location: Hybrid- Kingston Empire life is looking to hire a Business Analytics Specialist to join our team! Why pursue this opportunity Our mission - make insurance, investments and benefits simple, fast and easy for our customers. Join a transforming business - we are a medium-sized Canadian company in a stable industry...

  • Business Analytics Specialist

    4 weeks ago

    Kingston, ON, Canada Empire Life Full time

    Business Analytics SpecialistLocation: Hybrid- KingstonEmpire life is looking to hire a Business Analytics Specialist to join our team!Why pursue this opportunityOur mission - make insurance, investments and benefits simple, fast and easy for our customers. Join a transforming business - we are a medium-sized Canadian company in a stable industry which is...

  • Business Analytics Specialist

    4 weeks ago

    Kingston, ON, Canada Empire Life Full time

    Business Analytics SpecialistLocation: Hybrid- KingstonEmpire life is looking to hire a Business Analytics Specialist to join our team!Why pursue this opportunityOur mission - make insurance, investments and benefits simple, fast and easy for our customers. Join a transforming business - we are a medium-sized Canadian company in a stable industry which is...

  • Mortgage Specialist

    4 weeks ago

    Kingston, ON, Canada Bank of Montreal Full time

    Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective marketing and sales programs to drive business...

  • Banking Advisor Intern

    1 month ago

    Kingston, Canada Royal Bank of Canada Full time

    **Job Summary** - ** What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Associate Financial Advisor

    7 days ago

    Kingston, Canada CIBC Full time

    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...

  • Weekend Cleaning Operative Vacancy ID: 4557 Cleaning

    1 week ago

    Kingston, Canada Churchill Group Full time

    Hourly Rate: £13.15 Location:Kingston Contract Type:Perm Weekly Hours:14 Salary:£13.15 per hour Our brands are trusted by thousands of organisations across the UK to clean, secure and enhance workplaces, education environments, public transport, leisure destinations, open spaces and the critical links that keep our country running. Cleaning is...