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Investment Specialist

2 months ago

Kamloops, British Columbia, Canada Canadian Imperial Bank of Commerce Full time
About the Role

We're seeking a talented Investment Specialist to join our 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 personalized investment planning advice to help them achieve their financial goals.

Key Responsibilities
  • Client Engagement
    • Focus on each client experience and connect on a personal level to make every interaction meaningful.
    • Collaborate with Banking Centre teams to enhance existing relationships by providing clients with 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.
Requirements
  • Client Focus
    • You act like an owner, thriving when empowered to take the lead and deliver results.
    • You're driven to succeed, motivated by accomplishing your goals and delivering your best to make an impact.
    • You're passionate about people, finding meaning in relationships and surrounding yourself with a diverse network of partners.
    • You build trust through respect and authenticity.
  • Professional Qualifications
    • 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).
  • Values
    • You bring your real self to work, and you live our values - trust, teamwork, and accountability.
About CIBC

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 competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, well-being support, 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.

*Subject to plan and program terms and conditions

What We Offer

We're committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact us.

We're an equal opportunities employer and welcome applications from diverse candidates.