Investment Specialist

1 week ago

Kamloops, British Columbia, Canada CIBC Full time

About CIBC

CIBC is a leading financial institution that values relationships and community involvement. We're committed to empowering our employees to make a meaningful impact in the lives of our clients.

Job Summary

We're seeking an Investment Specialist to join our team in Personal and Business Banking. As an Investment Specialist, you'll work closely with our 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 delivering exceptional client experiences and building meaningful relationships with our clients.
    • Collaborate with Banking Centre teams to enhance existing relationships and provide clients with comprehensive planning support.
  • Business Development
    • Develop a deep understanding of your local market and potential client base.
    • Work with other members of the banking centre team to build a sales plan that converts leads into deeper relationships with CIBC clients.
  • Community Involvement
    • Heighten CIBC brand awareness in your community through local marketing and outreach activities.
    • Establish local contacts and partner with community organizations to make a positive impact.

Requirements

  • Client Focus
    • You thrive when empowered to take the lead and deliver results.
    • You're motivated by accomplishing your goals and making a meaningful impact.
  • Professional Qualifications
    • You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
    • You'll be required to complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC) certification within your first year in the role.
  • Values-Driven
    • You bring your authentic self to work and live our values of trust, teamwork, and accountability.

What We Offer

CIBC offers a competitive compensation package, including a base salary, benefits, and a retirement plan. We also offer opportunities for professional growth and development, as well as a comprehensive rewards program.

Why Join CIBC?

CIBC is a leader in the financial services industry, and we're committed to making a positive impact in the lives of our clients and employees. We offer a dynamic and inclusive work environment that values diversity and promotes collaboration.

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