Investment Specialist
2 weeks ago
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, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
- Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home- Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity- Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training- Prosper: Share in our collective success with a competitive base plus variable compensation plan, banking benefits, health benefits program, and employee share purchase plan
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
Toronto-1580-1582TheQueenswayE
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Customer Engagement, Investment Advising, Investment Funds, Investment Planning
-
Investment Specialist
1 week ago
Toronto, Canada CIBC Full timeWe’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...
-
Investment Marketing Specialist
4 weeks ago
Toronto, Canada Fidelity Investments Full timeDescription Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...
-
Investment & Retirement Specialist
1 week ago
Toronto, Canada Canada Life Assurance Company Full time**Job Description**: We are looking for an Investment & Retirement Specialist to join our Investment & Retirement Solutions team within the Freedom Experience department. This is one of the fastest growing areas within Canada Life. **What you will do** - Proactively engage with clients who are considering withdrawing their assets, understanding their...
-
Investment Specialist
1 week ago
Toronto, Canada Raise Full timeSupport the Specialist in all aspects of the role; - Responsible to provide support during the client onboarding, transition and daily trading process; - Work alongside Investment, Client Service and Onboarding teams on preparing strategy and timelines for the client onboarding/transition; - Provide regular communications to Portfolio Management Team and...
-
Investment Specialist
4 weeks ago
Toronto, Canada CIBC Full timeWe’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...
-
Post Implementation Support Specialist
7 days ago
Toronto, Canada State Street Full timeWhat we are looking for Why this job is important to us The team you will be joining is a part of Charles River Development (or CRD), that became a part of State Street in 2018. CRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we...
-
Investment Funds Specialist
4 days ago
Toronto, Canada BMO Financial Group Full time640 Bloor Street West Toronto Ontario,M6G 1K9 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...
-
Manager, Community Investment
3 days ago
Toronto, Canada Rally Assets Full time**You are passionate about community resilience and equity and know how to use investing as a tool for change. **As a **Manager, Community Investment**, you are ready to lead a new community investment strategy that is locally rooted and replicated across the country. Understanding that community investing can be deeply impactful and complex, you want to...
-
Investment Analyst
1 day ago
Toronto, Canada Hub International Full timeAbout The Role HUB Proteus, a growing Toronto based institutional investment consulting firm, is seeking an Investment Analyst to join their dynamic team. This established firm is a premier provider of pension governance and investment consulting to Canadian Pension and Investment Funds. We are a premier provider of pension governance and investment...
-
Scotiamcleod Investment Associate
1 week ago
Toronto, Canada Scotiabank Full timeRequisition ID: 173737 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Scotiamcleod Investment Associate
5 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 146814 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Product Specialist- Avp
7 days ago
Toronto, Canada State Street Corporation Full timeProduct Specialist - AVP **Who we are looking for** As part of the Technical Support team, The Product Specialist is responsible for supporting Charles River IMS for multiple clients and customers. This is a Functional role handling any and all customer service issues. **Why this role is important to us** The team you will be joining is a part of Charles...
-
Product Specialist- Avp
1 week ago
Toronto, Canada State Street Corporation Full timeProduct Specialist - AVP **Who we are looking for** As part of the Technical Support team, The Product Specialist is responsible for supporting Charles River IMS for multiple clients and customers. This is a Functional role handling any and all customer service issues. **Why this role is important to us** The team you will be joining is a part of Charles...
-
Investment & Retirement Consultant - Bilingual
4 weeks ago
Toronto, Canada Canada Life Assurance Company Full time**Job Description**: We are looking for a bilingual Investment & Retirement Consultant. Reporting to the Associate Manager, Investment & Retirement Solutions, the Investment and Retirement Consultant serves our Group Customer plan members who are approaching retirement or have left their employer, with the objective of retaining their assets at Canada Life....
-
Senior Product Specialist
4 weeks ago
Toronto, Canada Capital Group Full timeAs a Senior Product Specialist, you will have strong knowledge of ETF’s amongst other investment vehicles in both retail and institutional business lines (mutual funds, SMAs, Pools, SAs etc.). The ideal candidate possesses knowledge of investments and capital markets in addition to CG’s investment process and philosophy. The Senior Product Specialist...
-
Product Specialist- Avp
1 week ago
Toronto, Canada State Street Full timeWho we are looking for As part of the Technical Support team, The Product Specialist is responsible for supporting Charles River IMS for multiple clients and customers. This is a Functional role handling any and all customer service issues. Why this role is important to us The team you will be joining is a part of Charles River Development (or CRD), that...
-
National Accounts Specialist
1 week ago
Toronto, Canada AGF Management Limited Full timeAbout AGF: Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. Our suite of diverse investment solutions extends globally to a wide range...
-
Business Development Specialist
7 days ago
Toronto, Canada KOTRA Toronto Full timeKOTRA Toronto Vacancy Notice Korea Trade-Investment Promotion Agency (KOTRA) aims to three core services: export promotion of Korean Small-to-Medium sized Enterprises (SMEs), Foreign Direct Investment (FDI) attraction to Korea, and outbound investment assistance. We have a network of 127 offices in 84 countries worldwide and, in North America alone, we have...
-
PPC Specialist
7 days ago
Toronto, Canada Tim Sold Real Estate Team Full time**Job description** The TimSold Real Estate Team is looking for an experienced PPC Specialist. (Facebook & Google Ads / YouTube Ads) A PPC Specialist’s goal is to ensure our online marketing efforts have the highest possible return on investment and Lead generation. (ROI) **Responsibilities**: The PPC Specialist is responsible for the healthy...
-
ScotiaMcLeod Investment Associate
4 weeks ago
Toronto, Canada Scotiabank Full timeBRIEF INTRODUCTION As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities. IS THIS ROLE RIGHT FOR YOU In the role you will: Identify new business...