Investment Specialist (Investment Planning)

Location: Listowel, Ontario, Canada; other location: Kitchener, Ontario, Canada. The role involves working with clients on their schedules and participating in local community activities; the exact on-site and remote work proportion will be discussed during the interview.

Company

A relationship-oriented bank focused on helping clients achieve financial success through personalized banking and investment services.

What you will do

• Build lasting relationships with existing clients and provide personalized investment advice and comprehensive planning support.
• Collaborate with Banking Centre employees to strengthen client relationships and support financial goals.
• Develop local sales plans, convert leads into deeper client relationships, and deliver business results.
• Use relationship-building and networking skills to generate new business opportunities.
• Lead local marketing, outreach, and community partnership activities to increase brand awareness and expand the client network.

Requirements

• Current accreditation and good standing with a Mutual Funds License through the Canadian Securities Course or Investment Funds In Canada.
• Complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC; Quebec-based employees only) designation within the first year. CFP or IQPF also satisfies this requirement.
• Demonstrated client service, communication, analytical thinking, financial advising, investment planning, and collaborative skills.
• Legally eligible to work at the specified Canadian location and, where applicable, hold a valid work or study permit.
• Willingness to complete an attribute-based assessment and other skills tests, which may include French proficiency testing.

Culture & Benefits

• Regular full-time employment with 37.5 weekly hours.
• Variable incentive compensation may vary significantly based on employee performance and other factors.
• Benefits may include banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and points-based recognition.
• Inclusive workplace with accessible candidate support and opportunities for professional growth.
• Paid Purpose Day for personal growth and development.

Hiring process

• Recruitment may include an attribute-based assessment and other skills tests, such as simulation, coding, or French proficiency testing.
• Artificial intelligence tools may be used during the recruitment process.
• Accommodation requests can be submitted to Mailbox.careers-carrieres@cibc.com.