Investment Specialist - Montréal - Bilingual

Overview

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.

What you’ll be doing

Join CIBC’s Investment Specialist team in Personal and Business Banking. 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. Facilitate new client relationships by participating in business development activities within the community of banking centres in which you will work. Manage your work activities within a hybrid arrangement, spending 1‑3 days per week on‑site and remote on other days.

How you’ll succeed

• Client Engagement: Focus on each client experience and connect on a personal level to make every interaction meaningful. Meet clients on their schedule to support their lifestyle.
• Business Development: Understand your local market and potential client base. Build a sales plan to convert leads into deeper relationships with CIBC clients. Use relationship building and networking skills to generate opportunities and deliver results.
• Community Involvement: Heighten CIBC brand awareness by initiating local marketing and outreach activities. Establish local contacts and partner with community organizations to create lasting connections.

Who you are

• You act like an owner and thrive when empowered to take the lead.
• You are driven to succeed and motivated by accomplishing goals.
• You’re passionate about people and build trust through respect and authenticity.
• You value collective success and collaboration.
• You hold current accreditation and good standing as a certified professional.
• Hold a Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• Within the first year you will complete a Personal Financial Planner (PFP) orRegistered Retirement Consultant (RRC – Quebec employees only). The CFP or IQPF will also satisfy this requirement.
• You are fluent in French andEnglish to serve our clients.

What CIBC Offers

• Competitive compensation and banking benefits.
• A comprehensive benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers point‑based recognition program.
• Paid Purpose Day dedicated to personal growth and development.

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 provide an accessible candidate experience. For accommodation, contact View email address on ca.talent.com.

CIBC is committed to clarity in its hiring process. All roles posted are opportunities we’re actively recruiting for unless stated otherwise. You must be legally eligible to work at the specified location and may be required to complete attribute‑based assessments and skills tests.

Job Details

• Location: 6850 RUE JEAN - TALON EST
• Employment Type: Regular
• Weekly Hours: 37.5
• Key Skills: Analytical Thinking, Client Service, Communication, Customer Experience (CX), Financial Advising, Investment Planning, Work Collaboratively