More jobs:
Job Description & How to Apply Below
Elevate your career as a Financial Planner II with CIBC in Sudbury-Southridge Mall. Deliver exceptional client service and develop tailored financial plans to meet diverse client needs.
As a key member of the Imperial Service Team, you will manage a dedicated client portfolio while utilizing advanced tools to create comprehensive financial strategies. This full-time position requires flexibility for banking center hours, including evenings and weekends, to ensure optimal client experience.
Key Responsibilities:
• Manage and grow a dedicated client portfolio
• Create personalized financial plans using advanced tools
• Engage proactively with clients to build lasting relationships
• Understand local market to drive business development
• Participate in community outreach to enhance brand awareness
Requirements:
• 4 years of relevant experience or postsecondary education
• Certified as a Registered Representative (RR) with CIRO
- • Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation
• Strong relationship-building skills
• Ability to adapt and thrive in team environments
Contribute your expertise in financial advising and client service to foster growth at CIBC.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×