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Added 14 mins ago
Y
Creative Solutions Lead
Yahoo
CA - Canada
- Full-time
As a strategic partner to Sales, you will lead the development of custom proposals, RFP responses, pitch presentations, and creative concepts from pre-sale strategy through post-sale…
Added 14 mins ago
RB
Senior Manager, Social Content & Communities
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Toronto, ON
- Full-time
Partner with the customer contact center, business operations, and service teams to route and resolve client and community inquiries and platform feedback originating on social media.
Added 14 mins ago
RB
Customer Service Representative - Creditor Insurance
Royal Bank of Canada
Mississauga, ON
- Full-time
…needs. You will strive to constantly improve functions taking a client focused approach to effectively process client requests and provides advice and service solutions where appropriate…
Added 14 mins ago
T
Personal Banker Trainee
TD
Mississauga, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 14 mins ago
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Personal Banking Associate Trainee
TD
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- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 14 mins ago
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Customer Experience Associate - Lasalle (Full-time, 37.5/week)
TD
Montreal, QC
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 14 mins ago
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Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 14 mins ago
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Manager, Customer Experience Trainee
TD
Calgary, AB
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 14 mins ago
SL
Consultant, Risk Reporting & Insights
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Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
The Risk Management Centre of Excellence (CoE) is a strategic first line of defense business partner supporting Canadian leadership. We help Canadian BUs meet our Client for Life goals by…
Added 29 mins ago
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Assoc., Expérience client
TD
Montreal, QC
- Full-time
…refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 29 mins ago
IG
Product Owner
Insight Global
Toronto, ON
- Contract
Insight Global is seeking a Digital Product Owner for a Big 5 banking client. This role focuses on executing and delivering on an established roadmap for a digital banking application,…
Added 29 mins ago
IG
SAS Data Scientist
Insight Global
Toronto, ON
- Contract
Our client is seeking a Data Scientist to support a strategic initiative focused on modernizing and migrating existing SAS-based analytics processes into Python. This individual will serve…
Added 29 mins ago
RI
Customer Service Representative - Creditor Insurance
RBC Insurance
Mississauga, ON
- Full-time
…needs. You will strive to constantly improve functions taking a client focused approach to effectively process client requests and provides advice and service solutions where appropriate…
Added 29 mins ago
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Principal Engineer
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- Full-time
…sustainability, and operational excellence drive everything we do. Our client is shaping the future of mining through technology, responsible resource development, and a commitment to…
Added 29 mins ago
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Bilingual (French/English) Customer Service Representative
RBC Insurance
Mississauga, ON
- Full-time
…needs. You will strive to constantly improve functions taking a client focused approach to effectively process client requests and provides advice and service solutions where appropriate…
Added 44 mins ago
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Branch Team Lead
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Sicamous, BC
- Full-time
Are you a natural leader with an entrepreneurial spirit who thrives on growing a business while investing in the success of others? If so, this could be the career for you!
Added 58 mins ago
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Civil Project Engineer/ Project Manager
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Proposal Writing, business development strategy and client relationships;
Added 59 mins ago
PowerBI Technical Lead
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Operations Project Manager
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Source referrals to client institution contacts, and hand them off to Business Development for new business or to Client Success for existing clients
Added 59 mins ago
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Director, Marketing
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Toronto, ON · North York, ON
- $125,000 to $150,000 CAD / year
- Full-time
Partner with Business Development to develop and refine presentations, proposals, RFP materials, case studies, campaigns and other tools that support strategic accounts, client engagement…
Added 59 mins ago
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Finance Lead
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Toronto, ON
- Full-time
Partner with Sales leadership to manage complex client negotiations and contract compliance.
Added 1 hour ago
BC
Financial Solutions Specialist - Burnaby Branch
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…bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first…
Added 1 hour ago
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Spécialiste principal(e), planification et inventaire bilingue/ Bilingual Senior Planning & Inventory Specialist
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- Full-time
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Added 1 hour ago
R
Senior Manager, Social Content & Communities
RBC
Toronto, ON
- Full-time
Partner with the customer contact center, business operations, and service teams to route and resolve client and community inquiries and platform feedback originating on social media.
Added 1 hour ago
AC
Project Accountant
Accenture Construct
Toronto, ON
- Full-time
Visit us here to learn more about Accenture Construct | Capital Projects Business

CIBC

Investment Specialist

Kitchener, ON, Canada
Listowel, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 19, 2026
Posting language: English
Posted: Nov 4, 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

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. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

This role is also eligible for variable incentive compensation, which varies significantly based on several factors, including employee performance.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and encourage open conversations about compensation throughout the recruitment process.

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.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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

Listowel-105 Main St.W.

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). Additionally, they are required to obtain the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC) designation within the first year of employment.

Skills

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

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
Financial Planning
Business Development
Client Engagement
Relationship Management
Banking Centre
Sales Plan
Community Involvement
Brand Awareness
Investment Advice
Portfolio Management

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