Build lasting connections with existing clients and provide investment planning advice
Facilitate new client relationships through business development activities
Meet clients on their schedule and provide personalized investment advice and comprehensive planning support
Collaborate with Banking Centre teams to enhance client relationships
Understand the local market and client base and develop sales plans
Convert leads into deeper CIBC client relationships and deliver results
Generate opportunities through networking and relationship building
Initiate local marketing and community outreach activities
Establish local contacts and partner with community organizations
Increase CIBC brand awareness and grow the local network
Requirements
Current accreditation and valuable standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Must complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC - Quebec based employees only) within the first year; CFP or IQPF also satisfies this requirement
Legally eligible to work at the specified location(s)
Valid work or study permit where applicable
Ability to complete attribute-based assessments and skills tests where requested
Core Competencies Demonstrates expertise in investment planning and client relationship management, with a strong focus on business development and community engagement. Holds relevant financial certifications and is adept at generating opportunities through networking and personalized client support.