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
Job Summary
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.
You’ll manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
You’ll mentor a team of advisors to problem solve and provide comprehensive financial advice, help clients to secure their futures, own homes, and set up businesses.
Matching Summary
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.
Skills & Requirements
Must-have
Manage complex client portfolios
Create comprehensive financial plans
Deliver exceptional client service
Local market expertise
Relationship building and networking skills
Nice-to-have
Empowered work environment
Meaningful impact and valued contributions
Develop and coach team members
Key Requirements
Postsecondary degree/diploma and/or 4 years relevant experience