Elevate your financial planning career at CIBC in South Edmonton. As a Senior Financial Planner, you will develop relationships and manage a complex client portfolio, delivering exceptional service.

In this role, you’ll be part of the Personal and Business Banking Team. You will utilize your expertise in financial advising, investment, and business development to help clients secure their futures. Additionally, you will mentor a team of advisors, ensuring comprehensive financial solutions that meet clients' needs.

Key Responsibilities: • Manage and grow a complex client portfolio • Create comprehensive financial plans tailored for clients • Deliver exceptional service through CIBC’s Imperial Service approach • Mentor and coach a team of financial advisors • Identify recent client prospects through networking

Requirements: • 4+ years of relevant experience in financial planning • CIRO-ID certification and positive standing • Postsecondary degree or diploma • Knowledge of investment and credit planning • Proven client engagement and relationship-building skills

Bring your expertise in financial advising and client service to lead impactful financial planning at CIBC. #J-18808-Ljbffr

📌 Senior Financial Planner At Cibc Winnipeg (Canada)
🏢 CIBC
📍 Canada