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Financial Advisor
CIBC
Brossard, QC · Drummondville, QC · Saint-Hyacinthe, QC · Boucherville, QC
- Full-time
…des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and…
Added 1 hour ago
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Financial Advisor - CIRO-MFD/AMF
CIBC
Saint-Jacques, QC · Richelieu, QC · Saint-Jean-sur-Richelieu, QC
- Full-time
…des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and…
Added 1 hour ago
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Senior Financial Planner - CIRO-MFD/AMF
CIBC
Montreal, QC
- Full-time
…des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It is an asset if you have completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and…
Added 1 hour ago
C
Senior Financial Advisor - Abitibi-Témiscamingue
CIBC
Val-d'Or, QC
- Full-time
…des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and…
Added 1 hour ago
C
Senior Financial Advisor - CIRO-MFD/AMF - Beloeil
CIBC
Beloeil, QC
- Full-time
…des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and…
Added 2 hours ago
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Consultant Chef Trainer
JobsMedia.io
Sept-Îles, QC
- Contract
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Consultant Chef Trainer
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Matane, QC
- Contract
Cook Up Your Future is a culinary education program offered in schools and DYP settings. Its purpose is to teach youth experiencing challenges basic cooking techniques and healthy eating…
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Consultant Chef Trainer
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Mont-Saint-Hilaire, QC · Mont-St-Hilaire, QC
- Contract
Kitchen Brigades is a culinary education program offered in more than 350 schools across Canada. The Consultant Chef Trainer delivers culinary workshops to students, teaching them various…
Added 2 hours ago
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Consultant Chef Trainer
JobsMedia.io
Casselman, ON
- Contract
Kitchen Brigades is a culinary education program offered in more than 350 schools across Canada. The Consultant Chef Trainer delivers culinary workshops to students, teaching them various…
Added 2 hours ago
BC
Quality and Patient Safety Consultant
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- Full-time
Employee Wellness Matters – Peer Support Team, Wellness Committee, Free, confidential Employee Assistance Program (EAP) for employees and their families.
Added 2 hours ago
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- Full-time
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Added 8 hours ago
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- Full-time
Attend all State organized ROPS/program trainings, and calls
Added 10 hours ago
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…Alberta and British Columbia, is seeking two Employer Services Consultant who are passionate about helping employers build strong, sustainable workforces while creating meaningful…
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Support compliance with construction documents, consultant designs, and municipal requirements
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…dedicated pediatricians providing general acute care, neonatal and consultant pediatric services to patients and their families at RIH. Enjoy a busy and challenging practice working…
Added 11 hours ago
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…maternal /child nursing. We offer a classroom-based orientation program with buddy shifts to facilitate learning and skill development. There are opportunities for Labour and Delivery as…
Added 14 hours ago
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Added 15 hours ago
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Sales Consultant (AutoPlanet Durham)
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Added 16 hours ago
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Branch Administrator
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Handle consultant and government documentation
Added 16 hours ago
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Principal, Total Portfolio Management Trading Desk
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…memberships, leadership development programs, a mentorship program, monthly professional development time and…
Added 16 hours ago
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Seasonal Retail Sales Consultant - Part Time - Laval, QC
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Added 18 hours ago
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Sales Consultant - Medicine Hat
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Added 18 hours ago
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Investment Consulting Analyst
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- Full-time
…individual client performance reporting and portfolio analytics, and Consultant led special projects on a broad array of investment…
Added 18 hours ago
WS
Employment Consultant
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Coquitlam, BC
- Full-time
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Added 20 hours ago
C
Investment Specialist
CIBC
Truro, NS · Alberton, PE · Charlottetown, PE · Souris, PE · Summerside, PE · PE
- Full-time
…the: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). The CFP or IQPF will also satisfy this…

CIBC

Investment Specialist

Truro, NS, Canada
Alberton, PE, Canada
Charlottetown, PE, Canada
Souris, PE, Canada
Summerside, PE, Canada
PE, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Oct 1, 2026

Original job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

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.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

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 are

You 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 our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Truro-813 Prince St.

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Service, Communication, Customer Experience (CX), Financial Advising, Investment Planning, Work Collaboratively

Apply About employer

More about this job

Responsibilities

The Investment Specialist will build lasting connections with clients to provide personalized investment planning advice and support their financial success. They will also engage in business development and community outreach to grow the client base and enhance the CIBC brand.

Requirements

Candidates must hold a current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). They are also required to complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC) designation within their first year.

Skills

Analytical Thinking
Client Service
Communication
Customer Experience
Financial Advising
Investment Planning
Work Collaboratively
Business Development
Networking
Relationship Building
Sales Planning
Marketing
Community Outreach

Benefits

Competitive compensation
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Investment Specialist
Personal Banking
Business Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Personal Financial Planner
CFP
IQPF
Business Development
Client Engagement
Financial Planning
Relationship Management
Networking
Community Involvement
Sales Plan
Banking Centre
Hybrid Work
Investment Advice

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