We're building a relationship-oriented bank for the modern world. You'll be joining CIBC's Investment Specialist team in Personal and Business Banking. As an Investment Specialist, you'll work closely with other CIBC Banking Centre employees in the Lower Mainland (locations to be determined) to build lasting connections with existing clients and provide the right investment planning advice that will enable their financial success.

You'll also facilitate current client relationships by participating in business development activities within the community of banking centers in which you will work.

Client

Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive planning support to help them achieve their financial goals.

Business

Development - Deeply understand your local market and potential client base, working with other members of the banking centre team to build a sales plan that will convert leads into deeper relationships with CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.

Community





Involvement - Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities. Establish local contacts, and partner with community organizations to make an impact. Grow your network while creating lasting connections that will generate future opportunities.

You find meaning in relationships and surround yourself with a diverse network of partners. You have 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). We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process.

Client

Service, Communication, Customer Experience (CX), Financial Advising, Investment Planning, Work Collaboratively

📌 Investment Accounting Analyst (Prince George)
🏢 CIBC
📍 Prince George