Financial Planner I (ciro-id)

CIBC Capital Markets

Ottawa, Canada
Relationship management
Financial services support
Client engagement
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service

Job Summary

  • As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
  • 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 we strive to give you a career, rather than just a paycheck.

Matching Summary

As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.

Skills & Requirements

Must-have

  • Relationship management
  • Financial services support
  • Client engagement
  • Business development
  • Community involvement
  • On-site full-time

Nice-to-have

  • Relationship-oriented bank
  • Empowered at work
  • Meaningful impact
  • Values driven
  • Diverse network of partners

Key Requirements

  • Postsecondary degree/diploma and/or 4 years relevant experience
  • Registered Representative (RR) with CIRO-ID
  • PFP, CFP, or QAFP designation
  • AMF licensing (Quebec)
  • CIFC or CSC for AMF licensing (Quebec)
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter