Financial Planner II - Relationship Management

Advance your career as a Financial Planner II at CIBC, focusing on relationship management and client service excellence. This full-time role requires flexibility and a commitment to client success.

In this pivotal position at CIBC, you will join the Imperial Service Team to manage and expand a dedicated client portfolio. You will play a key role in developing comprehensive financial plans while engaging clients to help them navigate their financial futures, ensuring every interaction is impactful and meaningful.

Key Responsibilities:

• Manage a diverse portfolio of client relationships

• Develop tailored financial strategies for clients

• Connect meaningfully with clients to enhance service delivery

• Attend local marketing events for community engagement

• Provide expert investment guidance to clients

Requirements:

• 1.5 – 3 years of relevant financial advisory experience

• Must possess CIRO-MFD certification in good standing

• Personal Financial Planner (PFP) or equivalent credential required

• Ability to handle flexible hours across different banking centres

• Strong business development and relationship skills

Maximize your potential and drive financial success for clients with CIBC in Kanata.
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