Job Description & How to Apply Below
Elevate your financial advising career as a Financial Planner II with CIBC in Ottawa. You'll manage client portfolios and create customized financial plans to meet diverse needs.
As a member of the Imperial Service Team, you will engage with clients to build lasting relationships while providing exceptional financial advice. This full-time role requires proficiency in business development, client service, and community connections. You'll strategize to enhance client experiences and effectively manage your portfolio, utilizing CIBC's advanced tools for successful financial planning.
Key Responsibilities:
• Manage and grow a dedicated client portfolio
• Deliver personalized financial plans for clients
• Proactively engage with new and existing clients
• Attend community events for brand awareness
• Cultivate relationships to drive business growth
Requirements:
• Minimum 4 years of relevant experience
• Certified as RR with CIRO
- • Personal Financial Planner (PFP) or equivalent designation
• Strong relationship-building and networking skills
• Able to travel to multiple CIBC locations
Maximize your impact through relationship management, financial planning, and exceptional service at CIBC.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×