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CIBC is seeking a Financial Planner II to join their Imperial Service Team in Unionville, Canada. The role involves managing a dedicated client portfolio, creating comprehensive financial plans, and providing exceptional client service, with an emphasis on relationship management and community engagement.
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Job Summary
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
Proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
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
Match Score: 75
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CIBC is seeking a Financial Planner II to join their Imperial Service Team in Unionville, Canada. The role involves managing a dedicated client portfolio, creating comprehensive financial plans, and providing exceptional client service, with an emphasis on relationship management and community engagement.
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Skills & Requirements
Must-have
Relationship management
Financial plan creation
Client portfolio management
Investment advice
Business development planning
Nice-to-have
Community brand awareness
Networking skills
Client engagement focus
Key Requirements
Postsecondary degree/diploma and/or 4 years of relevant experience