Hybrid Investment Specialist

Position: Hybrid Investment Specialist at CIBC
Location: Saint-Leonard

Join CIBC as a Hybrid Investment Specialist to transform client investment experiences through tailored advice and community engagement. Emphasize relationship building in your work every day.

In this role within CIBC’s Investment Specialist team, you will focus on delivering exceptional client service while working both remotely and on-site. Your strong interpersonal skills will enable you to create deeper connections with existing clients and drive business development activities in your assigned banking centers. The position includes community outreach and strategic networking to enhance brand presence.

Key Responsibilities:

• Connect with clients to provide personalized investment advice

• Partner with banking center teams for comprehensive client planning

• Initiate local marketing activities to strengthen community ties

• Generate leads through effective networking

• Foster relationships that support business growth

Requirements:

• Must have a Mutual Funds License in good standing

• Completion of PFP or RRC within the first year

• Bilingual in French and English

• Strong collaborative spirit

• Demonstrated client engagement experience

Deliver impactful investment strategies and deepen client relationships while working at CIBC’s innovative hybrid banking centers.
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