As a Financial Planner, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals
Job Summary
As a Financial Planner, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.
At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck.
Matching Summary
As a Financial Planner, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals.
Skills & Requirements
Must-have
Relationship management
Financial services support
Client engagement
Business development
Community involvement
Nice-to-have
Relationship-oriented bank
Empowered work environment
Meaningful impact
Values driven
Key Requirements
Postsecondary degree/diploma and/or 4 years relevant experience
Registered Representative (RR) with CIRO-ID
Personal Financial Planner (PFP) or CFP or QAFP designation