Manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
Manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
As a Senior Financial Planner, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals.
Provide coaching and support to a team of advisors, working as one team to support informed choices that benefit both the client and CIBC.
Matching Summary
Manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Skills & Requirements
Must-have
Relationship management
Financial plan creation
Client engagement
Investment advice
Retirement planning
Credit planning
CIRO-ID licensing
Nice-to-have
Local market expertise
Sales plan development
Team mentoring
Client-centric approach
AMF licensing
Registered Retirement Consultant (RRC)
Key Requirements
Postsecondary degree/diploma and/or 4 years of relevant experience
Current CIRO-ID accreditation and good standing
Current AMF licensing
Successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)