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Added 1 min ago
KC
Senior Consultant SAP - IT Risk Services
KPMG Canada
Toronto, ON
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 1 min ago
L
Account Executive Mid-Market
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Toronto, ON
- Full-time
Take clear ownership of quota, outcomes, and customer experience, putting the needs of the business first while maintaining high integrity.
Added 16 mins ago
K
Associate Vice President, Corporate Finance
KPMG
Calgary, AB · AB · Winnipeg, MB · Edmonton, Alberta
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 16 mins ago
K
Manager - Governance, Risk & Compliance Services / Internal Audit and Internal Controls in Halifax
KPMG
Halifax, NS
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 16 mins ago
K
Manager, People & Change
KPMG
Ottawa, ON
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 16 mins ago
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Senior Consultant - Governance, Risk & Compliance Services / Internal Audit and Internal Controls in Halifax
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Halifax, NS
- Full-time
…challenges. Here, you can build momentum that reaches beyond our business, develop skills for the future, and take ownership of your career with support at every stage. Join a firm where…
Added 32 mins ago
SD
Pharmacist, Hourly Full Time Flexible Shifts
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- Full-time
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Learn each client's business deeply enough to see what they need before they ask.
Added 1 hour ago
LC
Charcuterie Assistant Gérant/Superviseur temps plein jour Embauche feu vert
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- Full-time
Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to…
Added 2 hours ago
ES
Senior Consultant (BudgetPro)
Euna Solutions
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- Full-time
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Added 4 hours ago
CT
Analyst, Data Governance
Canadian Tire Corporation
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- Full-time
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Added 4 hours ago
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National Bank of Canada
Calgary, AB
- Full-time
Knowledge of business banking products and services.
Added 5 hours ago
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Added 6 hours ago
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Manager, Finance, Performance & Analytics
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Director, Health, Safety, & Organizational Resilience
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Added 10 hours ago
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sephora.com
St. John's, NL
- $18.5 to $23.15 CAD / hour
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…individual, and any additional non-discriminatory, legitimate business factors relevant to the position and/or…
Added 10 hours ago
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Assistant Store Manager - West Edmonton Mall
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CIBC

Investment Specialist - Bilingual

Boucherville, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English
Posted: Oct 5, 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.
You're fluent in French and English to serve our clients in the community.

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

Boucherville

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

Build and strengthen client relationships by providing personalized investment advice and comprehensive financial planning support. Develop new business through local networking, community outreach, and collaboration with banking centre teams.

Requirements

Candidates must hold a current Mutual Funds License in good standing, such as the Canadian Securities Course or Investment Funds In Canada, and be fluent in French and English. Within the first year, they must complete the Personal Financial Planner or, for Quebec-based employees, Registered Retirement Consultant designation; CFP or IQPF also satisfies this requirement.

Skills

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

Benefits

Competitive Compensation
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program

Visa sponsorship

Not detected in the job text

Keywords

Investment Specialist
Personal and Business Banking
Investment Planning
Financial Advising
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Personal Financial Planner
CFP
IQPF
Client Engagement
Client Relationships
Business Development
Sales Planning
Networking
Community Outreach
Local Marketing
Financial Goals
French-English Fluency
Hybrid Work

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