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Build and manage client relationships by providing personalized investment planning advice and comprehensive financial planning support. Develop new business through networking, local market outreach, community involvement, and collaboration with banking centre teams. Meet clients’ needs, generate referrals, strengthen CIBC relationships, and achieve sales results. The role uses a hybrid work arrangement with 1–3 days per week onsite in Truro.

Provides personalized financial advice to personal and small-business clients, manages mortgage relationships, identifies investment, credit, and banking opportunities, and grows client relationships through outreach, referrals, networking, and community events. The role also promotes digital banking tools and collaborates with banking specialists to meet comprehensive client needs. This is a full-time, on-site position requiring financial advice experience and mutual funds licensing.

Develops and delivers bilingual English-French business and technology training for private wealth, banking, and head-office employees. Responsibilities include assessing training needs, creating and maintaining instructional and trainer materials, delivering written, recorded, virtual, and live training, supporting application rollouts, managing training project activities, and communicating with branches and business partners. The role requires knowledge of adult learning, instructional design, financial services, Microsoft applications, and Agile and Waterfall delivery processes.

Manages new and renewal regulatory registrations and licensing for advisors and agents across mutual fund, securities, investment product, and life insurance sectors. Maintains accurate registration records, logs, tracking lists, and NRD data; interprets regulatory requirements; supports compliance and business partners; responds to inquiries; and identifies process improvements. Requires strong organization, attention to detail, prioritization, communication, and fluent French and English.

Provides personalized financial advice to personal and small-business clients, manages mortgage client relationships, identifies sales and referral opportunities, conducts outreach, supports community banking events, and promotes digital banking tools. The role requires meeting client investment, credit, and financial planning needs while collaborating with banking specialists and maintaining regulatory licensing.

Provide personalized investment advice and planning to clients, build relationships and generate leads through business development and community outreach, collaborate with banking centre teams, and meet certification requirements while working in a bilingual, hybrid role.

Leads technology strategy, product strategy, transformation, and data management for corporate and investment banking. Develops technology roadmaps, drives platform modernization and AI adoption, oversees large-scale transformation programs, and establishes data models, taxonomies, and governance. Partners with business, technology, risk, operations, and data leaders to deliver scalable, compliant solutions. Manages and develops teams while presenting strategic recommendations and progress to executive leadership.

Manage inbound and outbound client calls regarding overdue CIBC accounts. Assess client circumstances, explain contractual obligations, discuss repayment options, and recommend solutions to prevent further delinquency. Provide empathetic service, accurately document information across multiple systems, resolve client issues, and meet performance metrics in a shift-based contact centre environment.

Processes new and renewal regulatory registrations and licensing for advisors and agents across mutual fund, securities, investment product, and life insurance industries. Maintains accurate registration records, logs, tracking sheets, databases, and NRD information. Interprets regulatory requirements, supports compliance and business partners, responds to inquiries, manages high-volume workloads, and identifies process improvements. The role requires strong attention to detail, organization, communication, analytical thinking, and fluency in English and French.

Build and manage relationships with personal and business banking clients. Assess financial goals, provide tailored advice, recommend banking, credit, investment, and wealth protection products, and create forward-looking financial plans. Conduct outreach and marketing activities, grow client networks, connect clients with internal specialists, and promote digital banking tools. The role is full-time on-site, with flexibility for evenings, weekends, and work across multiple nearby banking centres.