Investment planning and client service define this Investment Specialist role at CIBC in Listowel. Discuss work arrangements during your interview.
You will work in Personal and Business Banking, partnering with Banking Centre employees to support clients’ financial success. The regular role requires 37.5 weekly hours and emphasizes financial advising, communication, and investment planning. You will also develop relationships within the local community.
Key Responsibilities: Provide personalized investment advice and comprehensive planning support
Build lasting connections with existing CIBC clients
Collaborate with Banking Centre teams on client relationships
Develop local sales plans and convert leads
Initiate community marketing and outreach activities
Requirements: Current Mutual Funds License accreditation and positive standing
Canadian Securities Course or Investment Funds In Canada
Complete PFP or RRC within your first year
Build trust through respect and authenticity
Work collaboratively toward shared success
Bring investment planning, client service, and community relationship-building skills to CIBC’s Investment Specialist team in Listowel.