Financial Planner CIBC

Position: Financial Planner with CIBC
Elevate your career as a Financial Planner II with CIBC in Kanata. Support client financial needs and craft personalized plans while engaging in meaningful relationship management.

As a Financial Planner in CIBC's Imperial Service Team, you will grow a dedicated client portfolio while fostering lasting relationships.

Your role will involve creating comprehensive financial plans, utilizing advanced tools, and delivering exceptional advice to clients. This position requires flexibility with banking center hours, and you must be on-site full-time.

Key Responsibilities:

• Manage and grow a dedicated client portfolio

• Create comprehensive financial plans tailored to clients

• Engage with new and existing clients proactively

• Understand local market needs to drive business development

• Attend community events to enhance CIBC brand awareness

Requirements:

• 1.5 – 3 years in financial advisory with client portfolio

• CIRO-MFD certification in good standing

• Personal Financial Planner (PFP) or Certified Financial Planner (CFP)

• Excellent relationship building and networking skills

• Willingness to work evenings and weekends as needed

Harness your financial planning expertise to empower clients for a secure future with CIBC in Kanata.
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