work closely with other CIBC Banking Centre employees to build lasting connections with existing clients provide the right investment planning advice that will enable their financial success facilitate new client relationships by participating in business development activities

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) within your first year the CFP or IQPF will also satisfy this requirement

Core Competencies

Demonstrates expertise in investment planning and client relationship management, with a focus on providing tailored financial advice to ensure client success.



Holds relevant financial certifications and actively engages in business development to foster recent client relationships. Highest-signal resume keywords

Mutual Funds License Personal Financial Planner (PFP) Registered Retirement Consultant (RRC) Certified Financial Planner (CFP) IQPF ATS Optimization Keywords

Soft Skills

Client Relationship Management Business Development Investment Planning Certifications & Qualifications

Mutual Funds License Personal Financial Planner (PFP) Registered Retirement Consultant (RRC) Certified Financial Planner (CFP) IQPF Industry Keywords

Financial Success Investment Planning Advice Client Relationships Business Development Activities

📌 Investment Specialist (Northeastern Manitoulin and the Islands)
🏢 Jobtailor
📍 Northeastern Manitoulin and the Islands