Financial Planner Ii (ciro-id)

CIBC

Unionville, Canada
Relationship management
Comprehensive financial plans
Client engagement
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service

Job Summary

  • As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
  • You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
  • At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

Matching Summary

As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.

Skills & Requirements

Must-have

  • Relationship management
  • Comprehensive financial plans
  • Client engagement
  • Investment advice
  • Business development
  • Needs-based approach

Nice-to-have

  • Relationship-oriented bank
  • Embrace your strengths
  • Meaningful impact
  • Community involvement
  • Diverse network of partners
  • Act like an owner

Key Requirements

  • 4 years of relevant experience
  • Registered Representative (RR) with CIRO-ID
  • PFP, CFP, or QAFP designation
  • AMF licensing (Quebec)
  • CIFC or CSC for AMF licensing
  • Registered Retirement Consultant (RRC)

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter