- 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 positive 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. Highest-signal resume keywords - Mutual Funds License - Personal Financial Planner (PFP) - Registered Retirement Consultant (RRC) - Investment Planning - Business Development ATS Optimization Keywords Hard Skills - Investment Planning - Sales Planning - Client Relationship Management - Networking - Community Outreach Soft Skills - Collaboration - Communication - Relationship Building Certifications & Qualifications - Mutual Funds License - Personal Financial Planner (PFP) - Registered Retirement Consultant (RRC) Industry Keywords - Investment Advice - Client Engagement - CIBC Brand Awareness - Local Market Understanding