Job Description
Nous bâtissons une banque axée sur les relations pour un monde moderne. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir. Pour en savoir plus sur la Banque CIBC, visitez le site .
You'll be joining CIBC's Investment Specialist team in Personal and Business Banking. As an Investment Specialist, you'll 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. You'll also facilitate new client relationships by participating in business development activities within the community of banking centres in which you will work.
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.
~ Business Development - Deeply understand your 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. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.
~ Community Involvement - Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities. Establish local contacts, and partner with community organizations to make an impact. Grow your network while creating lasting connections that will generate future opportunities.
You find meaning in relationships and surround yourself with a diverse network of partners. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). You will be required within your first year in the job to complete the: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). Ce que la Banque CIBC vous offre
À la Banque CIBC, vos objectifs sont une priorité. Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant une rémunération concurrentielle, des avantages bancaires*, du soutien pour votre bien-être et d'autres offres, comme des programmes d'aide aux employés et à leur famille et Créateur de moments, notre programme social de reconnaissance basé sur des points.
~ La Banque CIBC s'est engagée à créer un milieu de travail intégrateur où tous les membres de l'équipe et les clients se sentent à leur place. Permanent Heures de travail hebdomadaires
Communication, Consultation financière, Expérience client (CX), Gestion de la relation clientèle, Planification de l'investissement, Travailler de manière collaborative
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