Investments Specialist
3 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. 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._
- Please note that we a role in Downtown Montreal and one in Pointe-Claire._
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
Mont-1155 Rene Levesque O
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Analytical Thinking, Client Relationship, Communication, Customer Experience (CX), Financial Advising, Investment Planning, Work Collaboratively
-
Investment Specialist Associate
1 day ago
Montréal, Canada Scotiabank Full timeRequisition ID: 150824 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
-
Investment Specialist Associate
5 days ago
Montréal, Canada Scotiabank Full timeRequisition ID: 164261 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Investment Specialist Associate** As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity...
-
Investment Specialist
4 weeks ago
Montréal, 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 Specialist
1 month ago
Montréal, 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 Specialist Associate
5 days ago
Montréal, Canada Scotiabank Full timeRequisition ID: 148361 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...
-
Investment and Retirement Specialist, Irs
1 month ago
Montréal, Canada National Bank of Canada Full timeA career as an Investment and Retirement Specialist in the Investment and Retirement team at National Bank means acting as an expert in investment and retirement planning for our individual clients. It is through your expertise, your sales and advisory skills, your experience with clients who question retirement and your investment knowledge, retirement...
-
montréal, Canada Scotiabank Full timeRequisition ID: 188747Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a
-
Accounting Specialist, Investment Reporting
2 days ago
Montréal, Canada Intact Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are - here, diversity is a strength. You...
-
montréal, Canada Scotiabank Full timeRequisition ID: 188458Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent Downtown Mont
-
Accounting Specialist, Investment Reporting
4 days ago
Montréal, Canada Intact Financial Corporation Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are– here, diversity is a strength. You...
-
Montréal, Canada Scotiabank Full timeRequisition ID: 169389 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: As an Investment & Personal Banking Specialist Trainee you are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, your focus is to...
-
Investment analyst
1 month ago
Montréal, Canada Marsh McLennan Companies Full timeDescription: At Mercer, we’re creating a culture where you can bring your authentic self to work. When you join us, you bring your inclusive energy and enthusiasm to a team that values you personally and professionally – regardless of who you are, what you look like, where you were raised or born, who you love or what your religious beliefs are....
-
Scotiamcleod Investment Associate
1 month ago
Montréal, Canada Scotiabank Full timeRequisition ID: 150861 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...
-
Montréal, Canada BMO Financial Group Full time2005-2015, rue Peel Montreal Quebec,H3A 1T7 Language requirements for the role: French and English **_Are You Ready to Build Your Career in the Financial Services Industry while Working From Home?_** **_ Yes, you read that right. This is a Remote Role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow...
-
Investment Specialist
1 month ago
Montréal, Canada BMO Financial Group Full time5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 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...
-
Financial Advisor, Investment
4 days ago
montréal, Canada Scotiabank Full timeRequisition ID: 198320Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs an Investment & Personal Banking Specialist, Investment & Retirement Planning you are a member of the branch sales team responsible for contributing to the tea
-
Montréal, Canada Scotiabank Full timeRequisition ID: 167369 Join the Global Community of Scotiabankers to help customers become better off. **About the role**: **What your role will be** Investment & Personal Banking Specialist At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Investment & Personal Banking Specialist -jean
4 weeks ago
Montréal, Canada Scotiabank Full timeRequisition ID: 167299 Join the Global Community of Scotiabankers to help customers become better off. **About the role**: **What your role will be** Investment & Personal Banking Specialist At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...
-
Brokerage Investment Agent
2 weeks ago
Montréal, Canada National Bank of Canada Full timeA career as a direct brokerage investment agent in a call center means helping clients use our specialized stock trading tools online or by telephone. Thanks to your warm approach and your interest in the stock markets, you provide a human experience to our clients by supporting them in their transactions. **Your job** - Answer customer calls and answer...
-
Investment Specialist
4 weeks ago
Montréal, Canada BMO Financial Group Full time2005-2015, rue Peel Montreal Quebec,H3A 1T7 Language requirements for the role English with Cantonese or Mandarin The start date for this role will be in June 2023 Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects. Advises customers on wealth and investment strategies and products that...
