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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment planning and client relationship management, with a focus on community engagement and business development. Holds relevant financial certifications and possesses strong networking abilities to enhance client connections and drive sales.
Highest-signal resume keywords
Mutual Funds LicensePersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)Community Business DevelopmentClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
CollaborationNetworkingCommunicationSales PlanningClient Engagement
Certifications & Qualifications
Canadian Securities CourseInvestment Funds In CanadaCertified Financial Planner (CFP)IQPF
Industry Keywords
Investment PlanningLocal Market UnderstandingMarketing ActivitiesCommunity OrganizationsLead Conversion
About the role
Key responsibilities & impact- Build lasting connections with existing clients
- Provide investment planning advice and comprehensive planning support
- Collaborate with Banking Centre employees to enhance client relationships
- Facilitate new client relationships through community business development
- Understand the local market and potential client base
- Develop sales plans to convert leads into deeper CIBC client relationships
- Build connections, generate opportunities, and deliver bottom-line results
- Initiate local marketing and outreach activities
- Establish local contacts and partner with community organizations
- Grow the professional network and create future opportunities
Requirements
What you’ll need- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Complete within the first year: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only); CFP or IQPF also satisfies this requirement
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- May be required to complete an attribute-based assessment and other skills tests, such as simulation, coding, or French proficiency
Benefits
Comp & perks- Variable incentive compensation
- Competitive compensation
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Paid Purpose Day for growth and development
- Accessible candidate experience and accommodation support
- Technological toolkit and collaborative workspaces