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Wealth Management Professional

2 months ago

Kamloops, British Columbia, Canada CIBC Full time
About the Role

CIBC is seeking a highly skilled Investment Specialist to join our team in Personal and Business Banking. As an Investment Specialist, you will work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide expert 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 clients to understand their financial needs and goals.
  • Business Development: Develop a deep understanding of your local market and client base, and work with the banking centre team to build a sales plan that converts leads into deeper relationships with CIBC clients.
  • Community Involvement: Enhance CIBC's brand awareness in your community by initiating local marketing and outreach activities, establishing local contacts, and partnering with community organizations to make a positive impact.
Requirements
  • Client Focus: You have a passion for delivering exceptional client experiences and building meaningful relationships with clients.
  • Business Acumen: You have a strong understanding of the financial services industry and the ability to develop a sales plan that drives business results.
  • Communication Skills: You have excellent communication and interpersonal skills, with the ability to effectively communicate with clients, colleagues, and community partners.
  • Professional Certifications: You hold current accreditation and good standing in the Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and are required to complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC) certification within the first year of employment.
  • Values-Based Leadership: You embody CIBC's values of trust, teamwork, and accountability, and demonstrate a commitment to living these values in your daily work.
About CIBC

CIBC is a leading Canadian bank that enables the work environment for our employees to thrive in their roles. We offer a competitive compensation package, including a base salary, benefits, retirement savings plan, and employee stock purchase plan. We also provide opportunities for professional development and growth, as well as a comprehensive rewards program that recognizes and rewards employee contributions.

What We Offer

  • We prioritize our employees' goals and ambitions, and strive to create opportunities that allow them to reach their full potential. Our goal is to offer a career, not just a paycheck.

  • We offer a competitive compensation package, including a base salary, benefits, retirement savings plan, and employee stock purchase plan.

  • We provide opportunities for professional development and growth, as well as a comprehensive rewards program that recognizes and rewards employee contributions.

  • We foster a culture that encourages employees to express their ambitions through initiatives like our Reason for Being day, a paid day off that allows employees to invest in their growth and development.

What You Need to Know

  • CIBC is committed to creating an inclusive workplace where all employees and clients feel welcome and valued. We seek candidates with a diverse range of skills and experiences, and offer an accessible experience for candidates. If you require 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 permit or study permit.