Elevate client experiences as a Financial Planner II at CIBC in St. Catharines. Manage a diverse portfolio, develop financial plans, and engage with clients to meet their goals.
As part of CIBC's Imperial Service Team, you will leverage your relationship management skills to enhance client services. This full-time role emphasizes business development, personalized financial planning, and community involvement. You will work on-site, meeting clients' immediate needs and long-term aspirations through tailored financial advice.
Key Responsibilities:
• Manage and grow a dedicated client portfolio
• Create comprehensive financial plans for clients
• Enhance client relationships through personalized service
• Attend community events to raise brand awareness
• Leverage investment solutions for client satisfaction
Requirements:
• Post-secondary degree or diploma
• Minimum 4 years of relevant experience
• Certified Financial Planner (CFP) or equivalent designation
• Strong relationship-building and networking abilities
• Willingness to work flexible schedule including evenings
Drive impactful financial advice and build lasting client relationships at CIBC in St. Catharines.
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📌 CIBC Financial Planner II St. Catharines
🏢 CIBC
📍 St. Catharines