Investment Specialist
CIBC based in Toronto-Eglinton Town Centre is inviting applications from suitable candidates for the position of Investment Specialist. CIBC stands as a prominent Canadian financial establishment with a sturdy footprint in the industry. CIBC provides an extensive range of financial offerings, encompassing savings accounts, home loans, and investment alternatives. The corporation values its commitment to customer focus and inventive banking resolutions, employing state-of-the-art technology to enrich user interactions. CIBC persists as a reliable ally for both individuals and enterprises. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: CIBC
Position: Investment Specialist
No of Vacancies: 1
Salary: Salary is not mentioned, $30.00-$35.00 hourly estimated salary
Employment Type: Regular
Location: Toronto-Eglinton Town Centre
Job Location: 70 Eglinton Square, Toronto, ON M1L 2K1, Canada
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2321581
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or Intermediate or a Bachelor’s or Master’s degree or equivalent experience
Experience: Candidates should have 1 – 3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets
Other Requirements:
- The candidates should be certified professionals. They should have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). Within their first year in the job, they will be required to complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec-based employees only). The CFP or IQPF will also satisfy this requirement
- The candidates should act like an owner. They should thrive when they’re empowered to take the lead, go above and beyond, and deliver results
- The candidates should be driven to succeed. They should be motivated by accomplishing their goals and delivering their best to make an impact
- The candidates should be passionate about people. They should find meaning in relationships and surround themselves with a diverse network of partners. They should build trust through respect and authenticity
- The candidates should be driven by collective success. They should know that collaboration can transform a good idea into a great one. They should understand the power of an inclusive team that enjoys working together to bring a shared vision to life
- The candidates should value matters to them. They should bring their real selves to work, and they should live our values – trust, teamwork, and accountability
Responsibilities:
- The candidates should be able to work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice that will enable their financial success
- The candidates should be able to facilitate new client relationships by participating in business development activities within the community of banking centres in which they will work
- The candidates should be able to focus on each client experience and connect on a personal level to make every interaction meaningful
- The candidates should be able to have the flexibility to meet with clients on their schedule, fostering a relationship that will support their lifestyle
- The candidates should be able to 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
- The candidates should be able to deeply understand their 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
- The candidates should be able to use their strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results
- The candidates should be able to heighten CIBC brand awareness in their community by initiating local marketing and outreach activities
- The candidates should be able to establish local contacts and partner with community organizations to make an impact
- The candidates should be able to grow their network while creating lasting connections that will generate future opportunities
Benefits:
- The candidate will have access to banking benefits and a benefits program
- The candidate will be part of a defined benefit pension plan
- The candidate will have the opportunity to participate in an employee share purchase plan
- The candidate will receive a vacation offering
- The candidate will have access to wellbeing support
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!