Elevate client financial success as a Bilingual Investment Specialist with CIBC in Boucherville. This hybrid role focuses on personalized investment planning and community relationship building. As part of CIBC’s Investment Specialist team, your main responsibilities will include guiding clients toward financial success while collaborating with Banking Centre teams. You will engage in business development that accelerates new client relationships and supports personalized investment advice.
Key Responsibilities
• Connect with clients to enhance their financial experiences
• Develop business plans with the banking centre team
• Initiate marketing activities to boost brand awareness
• Build a network within the community for outreach
• Provide personalized investment planning and financial advice
Requirements:
• Bilingual in French and English for client engagement
• Valid Mutual Funds License with other certifications
• Strong analytical and communication skills
• Proven experience in client service and financial advising
• Motivated and relationship-driven approach to work Drive meaningful client engagement and investment success with CIBC while thriving in a collaborative hybrid setting.