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Investment & Client Planning Specialist

Job in Lethbridge, Alberta, N1J, Canada
Listing for: Canadian Imperial Bank of Commerce
Full Time position
Listed on 2026-02-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Lethbridge, Alberta is seeking an experienced Investment Specialist. This role focuses on client engagement, building relationships, and providing investment planning advice. You will work on-site full-time to develop client connections and conduct business development activities. The ideal candidate will have a strong background in relationship building and possess necessary financial licenses. Competitive compensation and benefits await the right individual.
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