Join CIBC as an Investment Specialist focused on building client relationships through personalized investment planning and business development. Engage in local marketing to amplify brand awareness.

This role invites you to initiate and cultivate client relationships while providing comprehensive investment advice. As an Investment Specialist, you'll collaborate with internal teams to enhance client support and engage in community outreach to foster strong local ties. Your understanding of the local market will be crucial in developing effective sales strategies.

Key Responsibilities:
• Build robust client connections and provide investment advice
• Lead business development activities for new client acquisition




• Facilitate client meetings based on their availability
• Partner with local organizations for outreach initiatives
• Enhance CIBC's brand presence in the community

Requirements:
• Current Mutual Funds License and good standing
• Must achieve PFP or RRC within the first year
• Eligible to work in the provided location
• Valid work or study permit where necessary
• Ability to take skills assessments when required

Harness your skills in networking and sales planning to excel in this role.
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📌 Investment Specialist with Business Development Focus (Nova Scotia)
🏢 Jobtailor
📍 Nova Scotia