Sr. Financial Planner Ciro-id (urban) [locations; London, Windsor, Niagara Falls, Guelph, Oakville, Hamilton]

CIBC Capital Markets

London, Ontario, Canada
Client engagement skills
Business development expertise
Investment planning experience
CIBC is focused on building a relationship-oriented bank for the modern world

Job Summary

  • CIBC is focused on building a relationship-oriented bank for the modern world.
  • As a Senior Financial Planner, you will manage a complex client portfolio and mentor a team of advisors.
  • CIBC offers a supportive work environment with opportunities for personal and professional growth.

Matching Summary

CIBC is focused on building a relationship-oriented bank for the modern world.

Skills & Requirements

Must-have

  • Client engagement skills
  • Business development expertise
  • Investment planning experience

Nice-to-have

  • Team leadership abilities
  • Strong networking skills
  • Passion for client service

Key Requirements

  • 4 years of relevant experience
  • CIRO-ID certification
  • Postsecondary degree or diploma

Work Rights

Not specified

Tailored Resume

Cover Letter