Investment Specialist

1 month ago


Calgary, Alberta, Canada CIBC Full time
Join Our Team of Investment Specialists

At CIBC, we're building a bank that's focused on relationships for a modern world. We're looking for talented and passionate professionals who are committed to delivering exceptional client experiences.

We're a team that's dedicated to empowering our employees to take the lead, go above and beyond, and deliver results. We're driven by a passion for people and a commitment to collaboration. If you're a certified professional with a Mutual Funds License and a desire to make a meaningful impact, we'd love to hear from you.

What You'll Be Doing
  • Client Engagement - Focus on building lasting connections with our clients and providing personalized investment advice to help them achieve their financial goals.
  • Business Development - Work with our banking centre teams to build a sales plan that converts leads into deeper relationships with CIBC clients.
  • Community Involvement - Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities.
Who You Are
  • You Act Like an Owner - You thrive when you're empowered to take the lead and deliver results.
  • You're Driven to Succeed - You're 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're Driven by Collective Success - You know that collaboration can transform a good idea into a great one.
  • You're a Certified Professional - You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • Values Matter to You - You bring your real self to work and live our values - trust, teamwork, and accountability.
What We Offer
  • We prioritize your goals and create opportunities that allow you to leverage your potential.
  • We offer personalized rewards and benefits, including competitive compensation, banking benefits, wellness support, and more.
  • We provide the tools and spaces for you to collaborate with like-minded professionals and create innovative solutions that improve the client experience.


  • Calgary, Alberta, Canada beBee Professionals Full time

    Job Title: Investment Banking SpecialistLocation: Calgary, CanadaCompany: beBee ProfessionalsJob Description:We are seeking a highly skilled Investment Banking Specialist to provide financial advice to clients, analyze financial data, and develop strategies to help clients achieve their financial goals.Requirements:Bachelor's degree in finance, accounting,...

  • Investment Associate

    2 weeks ago


    Calgary, Alberta, Canada Scotiabank Full time

    At ScotiaMcleod, we are seeking a talented Investment Associate to join our team of innovative thinkers. 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...


  • Calgary, Alberta, Canada Hub Capital Inc. Full time

    Job Title: Investment Product AdministratorAt Hub Capital Inc., we are seeking a skilled Investment Product Administrator to join our team. This role will play a key part in building strong relationships with our clients through exceptional customer service.The Opportunity:The Investment Product Administrator will work closely with our National Investments...


  • Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Planning Specialist at YK Freightways IncWe are seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other...


  • Calgary, Alberta, Canada JGA Investments Inc. Full time

    Job Title: Senior Kitchen SpecialistWe are seeking a skilled and experienced Senior Kitchen Specialist to join our team at JGA Investments Inc. in Canada.


  • Calgary, Alberta, Canada Fidelman & Company Full time

    Fidelman & Company is seeking a highly skilled Capital Markets Development Specialist to spearhead our investor outreach initiatives. As a Capital Markets Development Specialist, you will be responsible for driving cold investor outreach, fostering relationships with our existing investor network, and maintaining a comprehensive database of investor...


  • Calgary, Alberta, Canada Alberta Ltd Full time

    Alberta Ltd is seeking a Business Development Specialist to join our team. The ideal candidate will have a strong background in business development and be able to work in a fast-paced environment.About the RoleThis is a permanent position with an estimated salary of $80,000 - $120,000 per year.The Business Development Specialist will be responsible for...


  • Calgary, Alberta, Canada YK Freightways Inc Full time

    Financial Analysis Role at YK Freightways IncAs a Financial Planning Specialist with YK Freightways Inc, you will play a key role in evaluating financial risk, using portfolio management software, and analyzing investment projects. This position requires a Bachelor's degree and 1 to less than 7 months of experience. Your tasks will include examining and...

  • Investment Banker

    4 weeks ago


    Calgary, Alberta, Canada Baekjeong Korean BBQ House Richmond Full time

    Job Title: Financial Services SpecialistWe are looking for a highly skilled Financial Services Specialist to join our team. The ideal candidate will have experience in financial analysis and asset management.Key Responsibilities:Conduct financial analysis and asset management to identify trends and opportunities.Develop and implement financial models to...


  • Calgary, Alberta, Canada National Bank Full time

    About the RoleWe're looking for a skilled Financial Services Specialist to join our team at National Bank. As a Banking and Investment Advisor, you'll play a key role in helping clients achieve their financial goals. Your expertise in Municipal Fund Representation will be invaluable in this position.Develop and maintain strong relationships with clients,...


  • Calgary, Alberta, Canada Fidelman & Company Full time

    Job OverviewFidelman & Company is a leading firm in the financial industry, seeking an experienced Capital Markets Liaison Specialist to join our team. As a key member of our Investment Banking department, you will play a vital role in connecting investors with our clients.


  • Calgary, Alberta, Canada Bhinder Elite Exteriors Ltd. Full time

    We are seeking a highly skilled Business Growth Specialist to join our team at Bhinder Elite Exteriors Ltd. This role involves developing policies, administering programs to promote industrial and commercial business investment in rural and urban areas, and conducting surveys and analyzing data on the buying habits and preferences of wholesale and retail...


  • Calgary, Alberta, Canada Univar Solutions Full time

    OverviewUnivar Solutions, a leading global distributor of chemicals and ingredients, seeks an experienced Accounts Receivable Specialist to join our team in Calgary, AB. As a key member of our finance department, you will play a crucial role in collecting and managing receivables, maintaining customer relationships, and protecting our investments.


  • Calgary, Alberta, Canada JGA Investments Inc. Full time

    We are currently seeking a skilled Food Preparation Specialist to join our team at JGA Investments Inc.Job Description:Company OverviewJGA Investments Inc. is a dynamic and growing organization dedicated to providing exceptional dining experiences. We are committed to hiring talented individuals who share our passion for delivering high-quality food and...


  • Calgary, Alberta, Canada J&H Financial Corp Full time

    Job Title: Financial Planning SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Specialist to join our team at J&H Financial Corp. As a Financial Planning Specialist, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key...


  • Calgary, Alberta, Canada AB - Calgary Area Full time

    About The RoleWe seek a skilled Veterinary Medicine Specialist to join our team at AB - Calgary Area.The ideal candidate will demonstrate an exceptional standard of medicine with patients in a compassionate and caring manner.The successful candidate will be largely responsible for clinical work and will combine clinical expertise, emotional intelligence and...


  • Calgary, Alberta, Canada Blue Chip Recruiting Ltd. Full time

    Job Summary: We are seeking a highly organized and detail-oriented Portfolio Management Specialist to join our team. The successful candidate will be responsible for maintaining and reconciling client portfolio data, analyzing performance discrepancies, and coordinating various reports and reviews.Key Responsibilities:Verify NAV reporting for pooled funds...


  • Calgary, Alberta, Canada Horizon Tech Services Full time

    Job SummaryHiring for an experienced IT Systems Development Specialist at Horizon Tech Services.About the RoleWe are seeking a skilled professional to join our team as an IT Systems Development Specialist. The successful candidate will work closely with clients to identify requirements and develop business solutions that meet their needs.Key...


  • Calgary, Alberta, Canada GD College Inc Full time

    About GD College Inc.GD College Inc. is a dynamic organization that values innovation and strategic growth.Salary RangeThe estimated annual salary for this position is $60,000-$90,000.Job DescriptionWe are seeking a highly skilled Strategic Growth Specialist to join our team. In this role, you will be responsible for developing policies and plans to drive...


  • Calgary, Alberta, Canada Ecclesiastical Insurance Group Full time

    About the Role:Ecclesiastical Insurance, a specialist insurance company and part of the Benefact Group, is seeking a Risk Control Specialist to join their National Risk Control Team in Calgary. As a Risk Control Specialist, you will identify potential risks and develop strategies to control and reduce them, ensuring the health and safety of Ecclesiastical's...