Senior Financial Planner

Position: CIBC Senior Financial Planner Role
Join CIBC as a Senior Financial Planner, focusing on client-centric financial strategies and portfolio management. Drive meaningful client interactions while mentoring advisors within a collaborative team.

This role requires proficiency in creating financial plans and engaging clients, ensuring their needs are met now and in the future. As part of the Imperial Service Team, you'll enhance relationships and build networks to deliver exceptional service. Flexible hours are needed, including potential travel to various banking centres to support client appointments.

Key Responsibilities:

• Develop and manage complex financial portfolios for clients

• Provide tailored financial advice and planning strategies

• Support and mentor junior advisors for client success

• Build strong client relationships to foster loyalty

• Analyze market trends to identify growth opportunities

Requirements:

• Valid CIRO- with good standing

• Minimum of 4 years’ experience in financial advising

• Relevant post-secondary education in finance

• Experience with Canadian Investment Funds Course or Canadian Securities Course

• Proven client relationship management skills

Lead the way in financial planning at CIBC, where your expertise can shine.
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