Join CIBC as a Financial Planning Expert in S. Edmonton, creating impactful financial solutions. Put your client engagement skills to work in a relationship-focused bank environment.

As a Senior Financial Planner, you will manage a substantial client portfolio and execute CIBC’s Imperial Service approach. This role not only involves financial advising but also mentoring a team, creating tailored financial solutions, and engaging with clients to navigate their financial futures effectively.

Key Responsibilities:
• Cultivate rich client relationships through effective communication
• Design comprehensive financial plans to meet diverse client needs
• Mentor advisors in delivering exceptional service




• Stay informed on market trends to guide clients strategically
• Drive business development through solid networking skills

Requirements:
• Post-secondary degree/diploma in finance or related field
• CIRO-ID and AMF licensing in good standing
• At least 4 years of experience in financial services
• Proven experience in client service and relationship management
• Ability to work flexible hours across multiple banking centres

Bring your passion for client service and finance to CIBC, where your expertise can make a difference.
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📌 CIBC Financial Planning Expert (Alberta)
🏢 CIBC
📍 Alberta