Overview
Investment Specialist Jobs in Calgary – Alberta at CIBC
Title: Investment Specialist
Company: CIBC
Location: Calgary – Alberta
Category: Finance & Banking
Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.
Pour en savoir plus sur la Banque CIBC, visitez le site .What you’ll be doing
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.
How you’ll succeed
Client Engagement – Focus on each client experience and connect on a personal level to make every interaction meaningful. Have the
flexibility
to meet with your clients on their schedule, fostering a relationship that will support their lifestyle. 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. Who you areYou act like an owner. You thrive when you’re empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed.
You are
motivated by accomplishing
your goals
and delivering your best to make an impact.
You’re passionate about people. You find meaning in relationships and surround yourself with a
diverse
network of partners. You build trust through
respect
and authenticity.
You’re driven by collective success. You know that
collaboration
can transform a good idea into a great one. You understand the power of an
inclusive
team that enjoys working together to bring a shared vision to life. You’re a certified professional.
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). The CFP or IQPF will also satisfy this requirement. Values matter to you. You bring your real self to work, and you live o…
