Investment Specialist (Thunder Bay)

Investment Specialist (Thunder Bay)

31 Jul
|
CIBC
|
Thunder Bay

31 Jul

CIBC

Thunder Bay

Nous btissons une banque axe sur les relations pour un monde moderne.

Nous recrutons des professionnels talentueux et passionns qui ont cur de faire ce quil faut pour nos clients. la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir dagir.

Les membres de notre quipe disposent de ce dont ils ont besoin pour apporter une contribution significative et tre valoriss, la fois pour ce quils sont et ce quils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

What youll be doing Youll be joining CIBCsInvestment Specialist team in Personal and Business Banking.

As an Investment Specialist,youll 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.

Youll also facilitate new client relationships by participating in business development activities within the community of banking centres in which you will work.

This roleis also eligible for variable incentive compensation, which varies significantly based on several factors, including employee performance.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and encourage open conversations about compensation throughout the recruitment process.

How youll 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 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 you''re 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.

You''re 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. #LI-TA Ce que la Banque CIBC vous offre la BanqueCIBC, vos objectifs sont une priorit.

En fonction de vos forces et de vos ambitions en tant quemploy, nous nous efforons de crer des occasions qui vous permettront dexploiter votre potentiel.

Notre objectif est de vous offrir une carrire, pas uniquement un chque de paie.

Nous nous efforons de vous rcompenser de faon personnalise et pertinente,



notamment en vous offrant une rmunration concurrentielle, des avantages bancaires, ladhsion un programme davantages sociaux*, un rgime de retraite prestations dtermines* et un rgime dachat dactions par les employs, des vacances, du soutien pour votre bien-tre et Crateur de moments, notre programme social de reconnaissance bas sur des points.

Grce nos espaces et nos outils technologiques, il devient facile de runir les grands esprits pour crer des solutions novatrices qui amliorent les choses pour nos clients.

Nous favorisons une culture qui encourage lexpression de vos ambitions au moyen dinitiatives comme la journe Raison dtre, une journe de cong pay dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement. *Sous rserve des modalits du rgime et du programme Ce que vous devez savoir La BanqueCIBC sest engage crer un milieu de travail intgrateur o tous les membres de lquipe et les clients se sentent leur place.

Nous recherchons des candidats dots dun large ventail de comptences et offrons une exprience accessible aux candidats.

Si vous avez besoin dune solution dadaptation, crivez .

La Banque CIBC sengage faire preuve de clart dans le cadre de son processus dembauche.

Tous les affichages visent pouvoir des postes pour lesquels nous recrutons activement, moins davis contraire.

Vous devez tre lgalement admissible travailler au Canada dans les lieux prciss ci-dessus et, sil y a lieu, dtenir un permis de travail ou dtudes valide.

Nous pourrions vous demander de remplir une valuation fonde sur les attributs et dautres tests de comptences (comme la simulation, la programmation, la matrise du franais) Nous utilisons des outils dintelligence artificielle pendant le processus de recrutement.

Notre objectif pour le processus de demande est den apprendre davantage sur vous et sur tout ce que vous avez offrir, et de vous donner loccasion den apprendre davantage sur nous.

Lieu de travail Sudbury-116 Cedar Street Type demploi Permanent Heures de travail hebdomadaires 37.5 Comptences Communication, Consultation financire, Exprience client (CX), Planification de l''investissement, Service client, Travailler de manire cooperative

📌 Investment Specialist (Thunder Bay)
🏢 CIBC
📍 Thunder Bay

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