Elevate your financial planning career with CIBC as a Senior Financial Planner in S. Edmonton. Engage with clients, manage portfolios, and mentor a team of advisors all while delivering exceptional service.
As part of CIBC's Personal and Business Banking Team, you'll create comprehensive financial plans to support diverse client needs. This senior role focuses on building relationships and providing tailored financial advice that leads clients toward their goals. Your expertise in investments and lending will be crucial as you navigate the complexities of client portfolios.
Key Responsibilities:
• Manage and grow a complex client portfolio
• Deliver on CIBC’s Imperial Service approach
• Mentor and support a team of financial advisors




• Create comprehensive financial plans for clients
• Adapt to adaptable banking center schedules, including evenings
Requirements:
• Post-secondary degree/diploma or 4 years of relevant experience
• CIRO-ID certified professional with current valuable standing
• Experience in investment, retirement, and credit planning
• Strong relationship management and networking skills
• Ability to thrive in a team-oriented setting
Contribute to client satisfaction and loyalty through strategic financial planning and exceptional relationship management at CIBC.
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📌 Senior Financial Planner At Cibc Edmonton
🏢 Canadian Imperial Bank of Commerce
📍 Edmonton