Financial Planner II - Community-Focused

Position: Financial Planner II - Community-Focused Role
Location: East Gwillimbury

Join CIBC as a Financial Planner II and enhance client connections in East Gwillimbury. You'll leverage client service and business development skills to build financial literacy.

As a key member of the Imperial Service Team, your role will focus on managing client portfolios and creating financial plans that align with client goals. You'll implement sales strategies while actively participating in community initiatives to promote the CIBC brand. Flexibility in work hours will enhance your client interactions and support overall operations.

Key Responsibilities:

• Engage clients and provide personalized financial advice

• Develop and implement comprehensive financial plans

• Utilize networking skills to convert leads into clients

• Attend local events to promote CIBC’s presence

• Ensure timely and excellent client service

Requirements:

• Minimum 4 years of relevant financial services experience

• Certified Financial Planner (CFP) or equivalent designation

• Excellent communication and interpersonal skills

• Knowledge of investment solutions

• Postsecondary degree/diploma in finance or related areas

Bring your passion for finance and community involvement to CIBC, connecting meaningfully with clients and making an impact.
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