Finance Leader leading core finance functions and supporting strategic planning for Octopus Energy Services. Driving performance and financial strategies for low carbon energy transition.
About the role
- Investment Specialist collaborating with clients and Banking Centre teams at CIBC. Building lasting connections and participating in business development activities for financial success.
Responsibilities
- Work closely with other CIBC Banking Centre employees to build lasting connections with existing clients
- Provide the right investment planning advice to enable clients' financial success
- Facilitate new client relationships by participating in business development activities
- Collaborate with Banking Centre teams to enhance existing relationships by providing personalized investment advice
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only) within the first year
Benefits
- Competitive compensation
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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