About this role
Role Overview
- Build lasting connections with existing clients and provide investment planning advice
- Facilitate new client relationships by participating in business development activities
- Collaborate with Banking Centre teams to enhance existing relationships and provide personalized investment advice
- Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Complete Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only) within first year
- The CFP or IQPF will also satisfy this requirement
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development