Asset Investment Specialist

1 month ago


Red Street, United Kingdom Canadian Imperial Bank of Commerce Full time
About the Role

We are seeking a highly skilled Investment Specialist to join our Personal and Business Banking team at CIBC. As an Investment Specialist, you will work closely with our 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
  • Develop a deep understanding of your local market and client base to build a sales plan that converts leads into deeper relationships with CIBC clients.
  • Utilize your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom-line results.
  • Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities, establishing local contacts, and partnering with community organizations to make an impact.
  • Grow your network while creating lasting connections that will generate future opportunities.
Requirements
  • Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only).
  • Legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
What We Offer
  • Competitive compensation and banking benefits.
  • A benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.


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