Investment Specialist

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 and what they contribute.

What You’ll Be Doing

You’ll be joining CIBC’s Investment Specialist team in Personal and Business Banking. As an Investment Specialist, you’ll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice that will enable their financial success. You’ll also facilitate new client relationships by participating in business development activities within the community of banking centres in which you will work. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on‑site full‑time.

How You’ll Succeed

• Client Engagement – Focus on each client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to meet with your clients on their schedule, fostering a relationship that will support their lifestyle. Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive planning support to help them achieve their financial goals.
• Business Development – Deeply understand your local market and potential client base, working with other members of the banking centre team to build a sales plan that will convert leads into deeper relationships with CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.
• Community Involvement – Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities. Establish local contacts and partner with community organisations to make an impact. Grow your network while creating lasting connections that will generate future opportunities.

Who You Are

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

What You Need To Know

Job Location

Ancaster

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Service, Communication, Customer Experience (CX), Financial Advising, Investment Planning, Work Collaboratively

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