Investment Specialist

2 weeks ago

Saintleonard, 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. 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.

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

6850 RUE JEAN - TALON EST

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Investments

  • Investment Specialist

    1 week ago

    Saint-Lambert, Canada BMO Financial Group Full time

    500, avenue Victoria St-Lambert Quebec,J4P 2J5 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...

  • Investment Specialist

    1 week ago

    Mont-Saint-Hilaire, Canada BMO Financial Group Full time

    255 boul Sir Wilfrid Laurier Mont-St-Hilaire Quebec,J3H 3N8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...

  • Animal Care Specialist

    5 days ago

    Saint-Hyacinthe, Canada Semex Full time

    **Animal Care Specialist**: - Permanent Full Tim - Saint-Hyacinthe, Québec- Apply**ANIMAL CARE SPECIALIST** Semex is a dynamic global organization that is committed to developing and delivering innovative genetic solutions. We believe that people truly are the cornerstone of our success, and that our employees are our most important asset. This position...

  • Associate Advisor

    3 days ago

    Saint-leonard, Canada Manulife Wealth Inc. Full time

    **Company Overview**: Manulife Wealth is dedicated to providing comprehensive wealth management services. We are seeking an Associate Advisor to join our team, focused on supporting our clients and enhancing their financial well-being through precise and dedicated service. As an Associate Advisor, you will support a Senior Investment Advisor in managing...

  • Trade & Transportation Specialist

    4 weeks ago

    Saint-Laurent, Canada ABB Full time

    **Trade & Transportation Specialist**: **Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations. Together,...

  • Health & Safety Specialist

    4 weeks ago

    Saint-Hubert, Canada Agropur Full time

    **Job Type**:Regular English version below Ce poste est disponible peu importe ta localisation au Canada ! **Investis en toi, JOINS AGROPUR. **_On est prêt, lait-tu? _** Le spécialiste santé et sécurité (SST) aura comme mandat d’accompagner dans l’exécution et de collaborer activement avec l'équipe canadienne de santé et de sécurité (33...

  • Sales and Marketing Specialist

    7 days ago

    Saint-Laurent, Canada Valnet Inc. Full time

    **Sales and Marketing Specialist - Contract full-time - Montreal, QC** **Who we are**: Valnet Inc. is a digital media company that specializes in content distribution. Valnet has rapidly grown to become a leader and global trendsetter in content creation and distribution. Our core business lies in acquiring some of the trendiest entertainment news websites...

  • Asphalt Operations Specialist

    7 days ago

    Saint John, Canada Irving Oil Full time

    Job Title Asphalt Operations Specialist Who are we? Founded in 1924, Irving Oil is a family-owned international refining and marketing company with a history of long-term partnerships and relationships. With operations throughout Eastern Canada, New England and Ireland we focus on delivering quality products and exceptional service to our customers and...

  • Cad Specialist

    4 weeks ago

    Mont-Saint-Hilaire, Canada BBA Full time

    Working for BBA means being part of a team of talented people who have the passion to succeed and the drive to excel in order to provide first-class service to clients. Recognized for its extensive field experience and cutting-edge expertise, BBA has been delivering a comprehensive range of consulting engineering services for 40 years, from studies and...

  • Environmental Health Safety Specialist

    3 weeks ago

    Saint John, Canada Clover Leaf Seafoods Full time

    In 1889 the Clover Leaf brand was first introduced to Canadians when the company began operating the first commercial salmon cannery on the Fraser River near Vancouver, British Columbia. Over the last 135 years, Clover Leaf has grown to offer a variety of seafood products including canned tuna, salmon, sardines, oysters, mussels, clams, and shrimp. Clover...

  • Environmental Health Safety Specialist

    3 weeks ago

    Saint John, Canada Clover Leaf Seafoods Full time

    In 1889 the Clover Leaf brand was first introduced to Canadians when the company began operating the first commercial salmon cannery on the Fraser River near Vancouver, British Columbia. Over the last 135 years, Clover Leaf has grown to offer a variety of seafood products including canned tuna, salmon, sardines, oysters, mussels, clams, and shrimp. Clover...

  • Environmental Health Safety Specialist

    3 weeks ago

    Saint John, Canada Clover Leaf Seafoods Full time

    In 1889 the Clover Leaf brand was first introduced to Canadians when the company began operating the first commercial salmon cannery on the Fraser River near Vancouver, British Columbia. Over the last 135 years, Clover Leaf has grown to offer a variety of seafood products including canned tuna, salmon, sardines, oysters, mussels, clams, and shrimp. Clover...

  • Environmental Health Safety Specialist

    3 weeks ago

    Saint John, Canada Clover Leaf Seafoods Full time

    In 1889 theClover Leafbrand was first introduced to Canadians when the company began operating the first commercial salmon cannery on the Fraser River near Vancouver, British Columbia.Over the last 135 years, Clover Leaf has grown to offer a variety of seafood products including canned tuna, salmon, sardines, oysters, mussels, clams, and shrimp. Clover Leaf...

  • Environmental Health Safety Specialist

    3 weeks ago

    Saint John, Canada Clover Leaf Seafoods Full time

    In 1889 the Clover Leaf brand was first introduced to Canadians when the company began operating the first commercial salmon cannery on the Fraser River near Vancouver, British Columbia.Over the last 135 years, Clover Leaf has grown to offer a variety of seafood products including canned tuna, salmon, sardines, oysters, mussels, clams, and shrimp. Clover...

  • Environmental Health Safety Specialist

    3 weeks ago

    Saint John, Canada Clover Leaf Seafoods Full time

    In 1889 the Clover Leaf brand was first introduced to Canadians when the company began operating the first commercial salmon cannery on the Fraser River near Vancouver, British Columbia.Over the last 135 years, Clover Leaf has grown to offer a variety of seafood products including canned tuna, salmon, sardines, oysters, mussels, clams, and shrimp. Clover...

  • Environmental Health Safety Specialist

    3 weeks ago

    Saint John, Canada Clover Leaf Seafoods Full time

    In 1889 the Clover Leaf brand was first introduced to Canadians when the company began operating the first commercial salmon cannery on the Fraser River near Vancouver, British Columbia.Over the last 135 years, Clover Leaf has grown to offer a variety of seafood products including canned tuna, salmon, sardines, oysters, mussels, clams, and shrimp. Clover...

  • Environmental Health Safety Specialist

    3 weeks ago

    Saint John, Canada Clover Leaf Seafoods Full time

    In 1889 the Clover Leaf brand was first introduced to Canadians when the company began operating the first commercial salmon cannery on the Fraser River near Vancouver, British Columbia. Over the last 135 years, Clover Leaf has grown to offer a variety of seafood products including canned tuna, salmon, sardines, oysters, mussels, clams, and shrimp. Clover...

  • Mortgage Specialist

    3 weeks ago

    Saint John, NB, 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...

  • Mortgage Specialist

    2 weeks ago

    Saint John, Canada BMO Full time

    Application Deadline: 06/02/2024Address:2 King StreetCultivates, 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...

  • Marketing Specialist

    4 weeks ago

    Saint-Laurent, Canada Bath & Body Works Full time

    **Description** **(maternity leave replacement - 15 month contract)** At Bath & Body Works, everyone belongs. We are committed to creating a diverse, equitable and inclusive culture focused on delivering exceptional fragrances and experiences to our customers. We focus on recruiting, retaining, and advancing diverse talent where our associate population is...