About this role
Role Overview
- 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 activities within the community of banking centres
- 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
Requirements
- current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only) within your first year in the job
- CFP or IQPF will also satisfy this requirement
Benefits
- competitive compensation
- banking benefits
- a benefits program
- defined benefit pension plan
- an employee share purchase plan
- a vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program