Elevate your career as a Senior Financial Planner with CIBC at their S. Edmonton Banking Centre. Manage a diverse portfolio while providing tailored financial solutions for clients.

As a vital member of CIBC's Personal and Business Banking Team, you will leverage your expertise to foster key client relationships through comprehensive financial planning. This role demands exceptional client service skills, strategic mentoring, and collaboration with a team of advisors to meet client needs and drive business success.

Key Responsibilities:
• Manage and grow a complex client portfolio
• Deliver on CIBC’s Imperial Service standards
• Mentor and coach a team of financial advisors
• Analyze market trends to inform client strategies
• Provide personalized investment and retirement plans

Requirements:
• Minimum 4 years of relevant financial experience
• CIRO-ID accreditation for investment services
• Completed Canadian Investment Funds Course or equivalent
• Proven track record in business development
• Solid relationship-building and networking abilities

Utilize your financial expertise and relationship management skills to help clients secure their futures at CIBC.
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📌 Senior Financial Planner at CIBC (Alberta)
🏢 CIBC
📍 Alberta