CIBC Financial Planner II

Position: CIBC Financial Planner II Role
Join CIBC as a Financial Planner II, where you will manage client portfolios and provide tailored financial planning solutions. You will engage clients to meet their immediate and future financial goals.

As a Financial Planner II at CIBC, you will be a pivotal member of the Imperial Service Team, responsible for creating comprehensive financial plans and fostering strong client relationships. The role requires top-notch interpersonal skills, knowledge of investment products, and market insights to attract new clients while nurturing existing ones.

Key Responsibilities:

• Create personalized financial plans for clients' unique needs

• Deliver expert investment advice to build trust and rapport

• Develop local market sales strategies to convert leads

• Participate in community events to enhance brand visibility

• Travel to multiple banking centers as needed

Requirements:

• Post-secondary degree/diploma or 4 years relevant experience

• Current RR accreditation with CIRO
- • PFP, CFP, or QAFP designation required

• Familiarity with AMF licensing for Quebec candidates

• Participation in investment and taxation courses is an asset

Achieve success through relationship management and financial expertise as part of CIBC's dedicated team.
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