Sr. Financial Planner - Ciro-id

CIBC Capital Markets

Edmonton, Canada
Not specified; not specified; competitive compensa...
Fully remote
Client portfolio management
Comprehensive financial planning
Investment advice delivery
The role involves managing a dedicated client portfolio through key relationship management and creating comprehensive financial plans

Job Summary

  • The role involves managing a dedicated client portfolio through key relationship management and creating comprehensive financial plans.
  • Candidates must be certified professionals with current CIRO-ID licensing or Quebec AMF accreditation depending on location.
  • CIBC offers competitive compensation, wellbeing support, and opportunities to tap into employee potential through personalized recognition.

Matching Summary

The role involves managing a dedicated client portfolio through key relationship management and creating comprehensive financial plans.

Salary

Not specified; Not specified; Competitive compensation and benefits included

Skills & Requirements

Must-have

  • Client portfolio management
  • Comprehensive financial planning
  • Investment advice delivery
  • Business development skills
  • Community networking

Nice-to-have

  • Passion for people
  • Authentic relationship building
  • Goal-oriented mindset
  • Adaptability to change
  • Diverse network engagement

Key Requirements

  • 1.5 – 3 years experience in financial advisory
  • CIRO-ID certification required
  • Canadian Securities Course (CSC) within past 3 years
  • CPH, WME, PFP certifications within 24 months
  • Quebec AMF licensing if applicable

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter