Investment Planning Specialist
Investment Planning Specialist
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Job Description
Were building a relationshiporiented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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.
To learn more about CIBC please visit
What youll be doing
Youll be joining CIBCsInvestment Specialist team in Personal and Business Banking. As an Investment Specialistyoull 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 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 youll be onsite fulltime.
How youll succeed
- Client Engagement Focus on each client experience and connect on a personal level to make every interaction 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 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 organizations to make an impact. Grow your network while creating lasting connections that will generate future opportunities.
Who you are
- You act like an owner.You thrive when youre empowered to take the lead go above and beyond and deliver results.
- Youre driven to succeed.You are motivated by accomplishing your goals and delivering your best to make animpact.
- Youre passionate about people.You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
- Youre driven by collective success.You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
- Youre a certified professional.You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). You will be required within your first year in the job to complete the: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC Quebec based employees only). The CFP or IQPF will also satisfy this requirement.
- Values matter to you. You bring your real self to work and you live our values trust teamwork and accountability.
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.
- We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a health benefits program defined benefit pension plan an employee share purchase plan and MomentMakers our social pointsbased recognition program
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
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.
We work to recognize you in meaningful personalized ways including competitive compensation banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social pointsbased recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation please contact
You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit.
We may ask you to complete an attributebased assessment and other skills tests (such as simulation coding French proficiency MS Office). Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.
Job Location
VancouverBroadway & McKenzieEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Thinking Client Service Communication Customer Experience (CX) Financial Advising Investment Planning Work CollaborativelyRequired Experience:
Unclear Seniority
Employment Type
Full-Time
