Senior Financial Planner

Elevate your career as a Senior Financial Planner at CIBC in Vancouver. Deliver exceptional client service while managing a complex portfolio in this relationship-driven role.

In this full-time position, you will guide both personal and business banking clients by creating comprehensive financial plans. Your expertise will not only help in securing their futures but also mentor a team of advisors. Flexibility is required to work across multiple banking centres, ensuring clients receive consistent support during banking hours, including evenings or weekends.

Key Responsibilities:

• Manage and grow a diverse client portfolio

• Create comprehensive financial plans tailored to client needs

• Mentor and coach a team of financial advisors

• Deliver exceptional client service and support

• Cultivate relationships through effective networking

Requirements:

• 4+ years of relevant experience in financial planning

• CIRO- in good standing

• Strong analytical thinking and client service skills

• Proven ability in retirement and investment planning

• Postsecondary degree or diploma

Utilize your relationship-building skills and financial expertise to make a meaningful impact at CIBC.
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