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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 strong focus on community engagement and financial success. Proficient in both French and English, with relevant certifications to support personalized financial advice.
Highest-signal resume keywords
Mutual Funds LicensePersonal Financial Planner (PFP)Registered Retirement Consultant (RRC)Fluent in French and EnglishClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment PlanningSales PlanningLead ConversionFinancial Results DeliveryAttribute-Based Assessments
Soft Skills
Client EngagementCollaborationNetworkingCommunity OutreachPersonalized Advice
Certifications & Qualifications
Canadian Securities CourseInvestment Funds In CanadaCertified Financial Planner (CFP)Institut Québécois de Planification Financière (IQPF)
Industry Keywords
Financial SuccessCommunity Business DevelopmentLocal Market UnderstandingHybrid Work ArrangementClient Base Development
About the role
Key responsibilities & impact- Build lasting connections with existing clients
- Provide investment planning advice to support clients’ financial success
- Facilitate new client relationships through community business development activities
- Meet clients on their schedules and provide personalized investment advice and comprehensive planning support
- Collaborate with Banking Centre teams to deepen client relationships
- Understand the local market and potential client base
- Develop sales plans and convert leads into deeper CIBC client relationships
- Build networks, generate opportunities, and deliver financial results
- Initiate local marketing and outreach activities
- Establish local contacts and partner with community organizations
- Work in a hybrid arrangement, spending 1–3 days per week on-site and other days remotely
Requirements
What you’ll need- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Completion within the first year of the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only); CFP or IQPF also satisfies 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 skills tests, including French proficiency testing 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 for growth and development
- Flexible hybrid work arrangement
- Accessible candidate experience