- work closely with other CIBC Banking Centre employees to build lasting connections with existing clients- provide the right investment planning advice that will enable their financial success- facilitate new client relationships by participating in business development activitiesRequirements- current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)- Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only) within your first year- the CFP or IQPF will also satisfy this requirementCore CompetenciesDemonstrates expertise in investment planning and client relationship management, with a focus on providing tailored financial advice to ensure client success.



Holds relevant financial certifications and actively engages in business development to foster recent client relationships.Highest-signal resume keywords- Mutual Funds License- Personal Financial Planner (PFP)- Registered Retirement Consultant (RRC)- Certified Financial Planner (CFP)- IQPFATS Optimization KeywordsSoft Skills- Client Relationship Management- Business Development- Investment PlanningCertifications & Qualifications- Mutual Funds License- Personal Financial Planner (PFP)- Registered Retirement Consultant (RRC)- Certified Financial Planner (CFP)- IQPFIndustry Keywords- Financial Success- Investment Planning Advice- Client Relationships- Business Development Activities#J-18808-Ljbffr

📌 Investment Specialist (Toronto)
🏢 BDC
📍 Toronto