Investment Specialist - Bilingual (Financial Planning)

Location: Hybrid role based in Châteauguay, Quebec, with 1–3 days per week on-site and remote work on other days. Other locations include Saint-Hyacinthe, Beloeil, Salaberry-De-Valleyfield, Saint-Bruno, Ormstown, and Sainte-Julie, Canada.

Company

CIBC is a relationship-oriented bank serving personal and business banking clients.

What you will do

• Build lasting relationships with existing clients and provide personalized investment planning advice.
• Collaborate with Banking Centre employees to deliver comprehensive planning support and improve client outcomes.
• Develop local sales plans, convert leads into deeper client relationships, and generate new business opportunities.
• Participate in community marketing and outreach activities to increase brand awareness and expand local networks.
• Meet clients on their schedules and maintain meaningful, trust-based relationships.

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 or Registered Retirement Consultant designation within the first year; the CFP or IQPF also satisfies this requirement, with the RRC option applying to Quebec-based employees.
• Fluency in French and English is required to serve clients in the community.
• Strong relationship-building, networking, communication, client service, analytical thinking, and financial advising skills.
• Ability to understand the local market, collaborate with Banking Centre teams, and deliver business results.
• Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Culture & Benefits

• Regular full-time employment with a 37.5-hour work week.
• Hybrid work arrangement with 1–3 on-site days per week.
• Competitive compensation, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, and vacation offering.
• Wellbeing support and a points-based employee recognition program.
• Professional growth opportunities, including a paid Purpose Day for personal development.
• Inclusive workplace with accessibility support throughout the candidate experience.

Hiring process

• An attribute-based assessment and other skills tests may be required, including French proficiency testing.
• Artificial intelligence tools may be used during recruitment.