CIBC Financial Planner II

Position: CIBC Full-Time Financial Planner II
Location: East Gwillimbury

Join CIBC as a Financial Planner II, where you will engage clients and develop comprehensive financial plans that address both immediate and future needs. You'll work full-time with your dedicated portfolio.

As a member of the Imperial Service Team, your focus will be on meaningful client connections, personalized financial advice, and expanding business through strategic outreach. You will leverage CIBC’s extensive resources to meet client needs while knowing your local market for effective business development.

Key Responsibilities:

• Manage a large portfolio of diverse clients

• Develop and implement personalized financial strategies

• Engage in community events to increase brand awareness

• Create sales strategies to attract new clients

• Provide trusted advice for investment and credit solutions

Requirements:

• 4+ years of relevant experience and a postsecondary degree

• Certified Professional credential (e.g. CFP, PFP)

• Quebec-specific: AMF licensing and relevant course completion

• Asset:
Knowledge of CSI courses

• Commitment to CIBC values and professional integrity

Bring your exceptional client relationship skills to CIBC and make an impact in financial planning.
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