Financial Planner Imperial Service
Job in
Brampton, Ontario, Canada
Listed on 2026-10-24
Listing for:
CIBC
Full Time
position Listed on 2026-10-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Deliver personalized financial planning and investment advice onsite at CIBC, building trusted relationships across a dedicated client portfolio.
As a Financial Planner II on the Imperial Service Team, you will manage and grow a large portfolio. You will create comprehensive plans, understand client goals, and provide needs-based advice. The work includes business development, portfolio management, lending, and exceptional client service.
Key Responsibilities:- Manage and grow a dedicated client portfolio
- Create comprehensive financial plans using CIBC tools
- Deliver trusted investment and lending advice
- Convert local market leads into new clients
- Participate in community events and outreach activities
- Postsecondary degree, diploma, or four years relevant experience
- Current Registered Representative accreditation with CIRO-
- PFP, CFP, or QAFP designation
- Certified professional status
- Full-time onsite availability at Brampton-Dixie and Highway 7
Use financial advising, business development, and relationship management expertise to help CIBC clients plan confidently for their futures.
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