- 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 good 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 solid focus on business development and community engagement. Holds relevant financial certifications and is adept at generating opportunities through networking and personalized client support.
Highest-signal resume keywords
- Mutual Funds License
- Personal Financial Planner (PFP)
- Registered Retirement Consultant (RRC)
- Investment Planning
- Business Development