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CIBC US

Investment Specialist, Bilingual

CIBC US

. Build lasting connections with existing clients .

Posted 10/30/2026full-timeBoucherville • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in investment planning and client relationship management, with a strong focus on community engagement and local market understanding. Proficient in building connections and increasing brand awareness through effective networking and outreach activities.

Highest-signal resume keywords
Mutual Funds LicensePersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)Fluent in French and EnglishInvestment Planning

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Investment PlanningClient Relationship ManagementSales PlanningNetworkingMarketing ActivitiesLead ConversionCommunity Business DevelopmentAttribute-Based Assessments
Soft Skills
CollaborationCommunicationRelationship Development
Certifications & Qualifications
Mutual Funds LicensePersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)Certified Financial Planner (CFP)IQPF
Industry Keywords
CIBC Brand AwarenessLocal Market UnderstandingCommunity OrganizationsClient Engagement

About the role

Key responsibilities & impact
  • Build lasting connections with existing clients
  • Provide investment planning advice and comprehensive planning support
  • Facilitate new client relationships through community business development
  • Collaborate with Banking Centre employees and teams
  • Understand the local market and develop sales plans
  • Convert leads into deeper client relationships and deliver results
  • Build connections through networking and relationship development
  • Initiate local marketing and outreach activities
  • Establish local contacts and partner with community organizations
  • Increase CIBC brand awareness and generate future opportunities

Requirements

What you’ll need
  • Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Required within the first year to complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only); CFP or IQPF also satisfy this requirement
  • Fluent in French and English
  • Legally eligible to work at the specified location(s)
  • Valid work or study permit where applicable
  • Ability to complete attribute-based assessments and other skills tests if requested

Benefits

Comp & perks
  • 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 dedicated to growth and development
  • Flexible hybrid work arrangement with remote work on non-site days