CIBC Financial Planner II

Elevate your career with CIBC as a Financial Planner II in Kanata, ON. Focus on managing a dedicated portfolio while providing exceptional financial planning and client service.

As part of the Imperial Service Team, you'll cultivate lasting relationships with clients, leveraging CIBC's resources to create personalized financial plans. This role requires strong client engagement, proactive relationship building, and knowledge of investments, lending, and portfolio management to drive successful outcomes.

Key Responsibilities:

• Manage a dedicated client portfolio effectively

• Provide tailored financial planning services

• Engage proactively with new and existing clients

• Develop comprehensive sales plans for growth

• Participate in community events to enhance brand awareness

Requirements:

• 1.5 – 3 years of financial advisory experience

• Certified professional (CIRO-MFD or equivalent)

• Strong understanding of investment solutions

• Excellent networking and relationship-building skills

• Flexible to work various banking centre hours

Deliver client-focused financial planning and advisory expertise as part of CIBC's team in Kanata.
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