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Investment Specialist

2 months ago

Kamloops, British Columbia, Canada CIBC Full time

About CIBC

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

About the Role

We're seeking a highly motivated and results-driven 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 build 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

  • You Act Like an Owner
    • You thrive when 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're committed to creating opportunities that allow you to grow and develop your skills. Our goal is to offer you a career, not just a paycheck.

  • We strive to reward you in a personalized and relevant way, including competitive compensation, banking benefits, membership in a social benefits program*, a defined benefit pension plan*, and an employee stock purchase plan, vacations, wellness support, and Créateur de moments, our points-based social recognition program.

  • With our spaces and technological tools, it's easy to bring together great minds to create innovative solutions that improve things for our clients.

  • We foster a culture that encourages the expression of your ambitions through initiatives like our Reason for Being Day, a paid day off that you can use to invest in your growth and development.

What You Need to Know

  • CIBC is committed to creating an inclusive workplace where all team members and clients feel welcome. We're looking for candidates with a wide range of skills and offer an accessible experience for candidates. If you need an accommodation, please contact us.

  • You must be legally eligible to work in Canada in the specified locations and, if applicable, hold a valid work or study permit.