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Financial Planner II — Client Portfolios
Job Description & How to Apply Below
CIBC is seeking a Financial Planner to grow and manage a dedicated client portfolio, delivering comprehensive financial plans and exceptional service. You’ll engage with new and existing clients, build personalized strategies, and guide decisions using advanced tools. Flexibility to work at multiple banking centres with some travel is required.
You will operate in a relationship-driven role, focusing on trust and long-term client outcomes while adhering to regulatory and accreditation standards.
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