Become an Investment Specialist at CIBC, focusing on investment planning and building long-term client relationships. Deliver personalized advice and develop new client connections in your community.

CIBC seeks a detail-oriented Investment Specialist to engage clients and promote investment strategies tailored to their needs. You will collaborate with Banking Centre teams and partner with local organizations, increasing community outreach and brand recognition. Understanding the local market will drive your sales planning and business development efforts.

Key Responsibilities:
• Provide tailored investment planning and advice
• Foster new client relationships through outreach activities
• Meet clients to offer personalized investment support




• Collaborate with teams to enhance service quality
• Initiate local marketing efforts to boost CIBC’s presence

Requirements:
• Mutual Funds License in current valuable standing
• Complete PFP or RRC in the first year
• Legally eligible to work in specified locations
• Valid work or study permit if applicable
• Ability to complete skills assessments as needed

Utilize your expertise in client engagement and investment planning to thrive at CIBC.
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📌 CIBC Investment Planning and Client Engagement Specialist (Nova Scotia)
🏢 Jobtailor
📍 Nova Scotia