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 in office, 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.

📌 Cibc Financial Planner Ii St Catharines (St. Catharines)
🏢 CIBC
📍 St. Catharines