Financial Planner

Position: CIBC Financial Planner
Join CIBC as a Financial Planner II in Ottawa, focusing on relationship management and personalized financial consulting. You'll drive growth through client engagement and community involvement.

As part of the Imperial Service Team, you will develop comprehensive financial plans tailored to client goals while managing a significant portfolio.

Your role emphasizes building trust with clients and leveraging CIBC’s range of financial solutions. Collaborate with your team to provide top-tier service and community outreach to enhance the CIBC brand.

Key Responsibilities:

• Cultivate meaningful client relationships

• Create tailored financial plans for diverse needs

• Engage in local community events

• Develop strategic sales plans for client acquisition

• Leverage investment solutions to enhance client trust

Requirements:

• Post-secondary degree or diploma

• Registered Representative with CIRO
- • Personal Financial Planner (PFP) or similar certifications

• Strong business development skills

• Must be flexible with working hours and locations

Drive successful financial outcomes through expert advising and relationship management that resonates with clients at CIBC.
#J-18808-Ljbffr