Elevate your career as a Financial Planner II at CIBC's Brampton-Dixie location. Focus on client engagement and business development while crafting comprehensive financial plans that empower clients for their future.
As an integral part of CIBC’s Imperial Service Team, you will manage and grow a dedicated portfolio by delivering exceptional client service and personalized financial advice. You will proactively engage with new and existing clients, helping them navigate their financial health. This full-time role offers flexibility to work at various banking centres as needed.
Key Responsibilities:
• Manage a dedicated client portfolio effectively
• Create personalized financial plans using advanced tools
• Engage with clients to build lasting relationships




• Promote CIBC’s services through community involvement
• Develop a strategic plan for business development
Requirements:
• Postsecondary degree/diploma with 4 years' experience
• Personal Financial Planner, Certified Financial Planner or Qualified Associate designation
• Registered Representative accreditation in good standing
• Robust client service, business development, and network-building skills
• Flexibility to work varied hours including evenings
Contribute to CIBC's mission and enhance your financial advising expertise while enriching clients’ lives.
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📌 CIBC Financial Planner in Brampton
🏢 Canadian Imperial Bank of Commerce
📍 Brampton