Investment Advisor
6 days ago
We're seeking a highly skilled Investment Specialist to join our team in Brampton-Dixie & Hwy 7. As an Investment Specialist, you'll work closely with clients to provide personalized investment advice and comprehensive planning support to help them achieve their financial goals.
Key Responsibilities- Client Engagement: Focus on building strong relationships with clients, understanding their financial needs, and providing tailored investment solutions.
- Business Development: Identify new business opportunities, develop sales plans, and collaborate with the banking centre team to convert leads into deeper relationships with CIBC clients.
- Community Involvement: Enhance CIBC brand awareness in the community by participating in local marketing and outreach activities, establishing local contacts, and partnering with community organizations.
At CIBC, we're committed to creating an inclusive environment where all team members and clients feel like they belong. We offer a competitive compensation package, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers, our social recognition program.
Requirements- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
- Ability to work on-site full-time.
- Strong analytical thinking, client service, communication, and collaboration skills.
We're a bank that's committed to helping our clients, employees, and shareholders achieve what's important to them. Our business culture is built on trust, teamwork, and accountability. We're a place where you can excel and make a meaningful impact.
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Investment Consultant
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