Shape financial futures as a Senior Financial Planner at CIBC in Vancouver. Focus on relationship management and financial advice to support diverse client needs.
In this full-time role, you will be responsible for maintaining a complex client portfolio, providing tailored financial planning, and mentoring your advisor team. Flexibility to work at multiple centers and during evenings or weekends is essential for creating excellent client experiences.
Key Responsibilities:
• Build and manage a diverse client portfolio effectively
• Design and implement personalized financial strategies
• Mentor and support financial advisory team members
• Foster new client relationships through effective communication
• Deliver trusted investment advice and guidance
Requirements:
• Minimum of 4 years experience in financial planning
• Certification with CIRO-ID in positive standing
• Strong client service and analytical skills
• Proven track record in investment and retirement planning
• Bachelor's degree or equivalent certification
Make a lasting impact at CIBC by empowering clients through strategic financial advice.
#J-18808-Ljbffr

📌 Senior Financial Planner at CIBC Vancouver
🏢 Canadian Imperial Bank of Commerce
📍 Vancouver