Investment Specialist

2 weeks ago


Toronto, Canada CIBC Full time

Job Overview Join CIBC as an Investment Specialist in Personal and Business Banking. As an Investment Specialist you will build lasting client relationships, provide tailored investment advice, and actively participate in community business development. What You’ll Be Doing Client Engagement – Focus on each client experience, connect personally, and provide personalized investment advice to help clients achieve financial goals. Business Development – Understand the local market, collaborate with the banking centre team, and convert leads into deeper CIBC client relationships. Community Involvement – Enhance CIBC brand awareness by initiating local marketing and outreach activities and building partnerships with community organizations. Who You Are You act like an owner, empowered to take the lead and deliver results. You’re driven to succeed, motivated by accomplishing goals and making an impact. You’re passionate about people, building trust through respect and authenticity. You value collective success, collaborating to transform ideas into great outcomes. You are a certified professional with mutual funds licensing (Canadian Securities Course, Investment Funds in Canada) and will complete PFP or RRC within the first year. You live our values—trust, teamwork, accountability—and bring your real self to work. What CIBC Offers Competitive salary, incentive pay, and comprehensive benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program. Innovative technology tools and collaborative culture with purpose‑day paid development time. What You Need To Know CIBC is committed to an inclusive environment where all team members and clients feel like they belong. You must be legally eligible to work at the location and may be asked to complete attribute‑based assessments. We use AI tools during recruitment; our goal is to know more about you and give you the opportunity to learn more about us. Job Details Location: CIBC Square Banking CentreEmployment Type: RegularWeekly Hours: 37.5Skills: Analytical Thinking, Client Service, Communication, Customer Experience (CX), Financial Advising, Investment Planning, Work Collaboratively Equal Employment Opportunity Statement: CIBC is an equal opportunity employer committed to creating an inclusive environment where all team members and clients feel like they belong. #J-18808-Ljbffr



  • Toronto, Canada CIBC Full time

    Job OverviewJoin CIBC as an Investment Specialist in Personal and Business Banking. As an Investment Specialist you will build lasting client relationships, provide tailored investment advice, and actively participate in community business development.What You’ll Be DoingClient Engagement – Focus on each client experience, connect personally, and provide...


  • Toronto, Canada CIBC Full time

    Job OverviewJoin CIBC as an Investment Specialist in Personal and Business Banking. As an Investment Specialist you will build lasting client relationships, provide tailored investment advice, and actively participate in community business development.What You’ll Be DoingClient Engagement – Focus on each client experience, connect personally, and provide...

  • Investment Specialist

    2 weeks ago


    Toronto, Canada Canada Life Full time

    Investment Specialist – 12‑Month Contract Join as an Investment Specialist for Canada Life. This is a temporary full‑time, 12‑month contract position located in Richmond Hill, Ontario. Responsibilities Full scrubbing of received applications, ensuring SLAs are met. Communicate with advisors to obtain missing information and/or signatures required on...


  • Greater Toronto Area, Canada RBC PH&N Investment Counsel Full time

    What is the opportunity?As an Investment Counsellor (IC) and a key member of the professional Wealth Management Team, you will construct and implement customized solutions for high-net-worth (HNW) clients. Located in offices nationwide, our team of over 80 highly-qualified investment professionals enjoys a reputation for integrity, investment insight,...

  • Investment Specialist

    2 weeks ago


    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Toronto, Canada Canada Life Full time

    Investment & Retirement Specialist Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. You will respond to customer inquiries, provide...


  • Toronto, Canada Canada Life Full time

    Investment & Retirement Specialist Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. You will respond to customer inquiries, provide...


  • Toronto, Canada Canada Life Full time

    Investment & Retirement Specialist Permanent Full Time We are looking for an Investment & Retirement Specialist to join the Freedom Experience team. This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. You will respond to customer inquiries, provide...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 208937 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, Administrative Assistant, you will be primarily responsible for working with Investment Specialists to support the development of new wealth management business acquisitions and relationships in target...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 150444 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank **Investment Specialist Associate**, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...