Manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service
Job Summary
Manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
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.
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
Matching Summary
Manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Skills & Requirements
Must-have
Complex financial planning
Client portfolio management
Relationship management
Investment advice
Sales plan creation
Local market expertise
Nice-to-have
Relationship building skills
Networking skills
Empowered to take initiative
Caring and accountable leader
Motivated by collective success
Key Requirements
4 years relevant experience
CIRO-ID licensing
AMF licensing (Quebec)
Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC)