- 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.