Job Responsibilities

Manage and grow a dedicated client portfolio through relationship management

Create comprehensive financial plans and provide exceptional client service

Deliver CIBC’s Imperial Service approach for a large portfolio

Proactively engage recent and existing clients to understand their goals

Build financial plans using advanced CIBC tools

Provide advice to support well-informed client decisions

Develop local-market sales plans to convert leads into new clients

Use relationship-building and networking to create opportunities and deliver results

Leverage credit and investment solutions through a needs-based approach

Attend local community events and participate in marketing and outreach activities

Grow the network to generate future opportunities

Work on-site full-time at CIBC banking centres

Requirements

Postsecondary degree/diploma and/or 4 years of relevant experience

Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)

Personal Financial Planner (PFP), Certified Financial Planner (CFP), or Qualified Associate Financial Planner (QAFP) designation

For Quebec: current accreditation and good standing in AMF licensing

For Quebec: successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing

For Quebec: Registered Retirement Consultant (RRC)

CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774)



and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) are assets

Legal eligibility to work at the specified location(s)

Valid work or study permit where applicable

Willingness and flexibility to work banking centre hours, including evenings and weekends

Flexibility to work at multiple banking centres within a reasonable travel distance

Core Competencies
Demonstrates expertise in relationship management and financial planning, leveraging advanced tools to create comprehensive financial strategies. Holds relevant certifications and maintains compliance with regulatory standards to provide exceptional client service.

Highest-signal resume keywords

Registered Representative (RR)

Personal Financial Planner (PFP)

Certified Financial Planner (CFP)

Investment Dealer (CIRO-ID)

Relationship Management

Hard Skills

Financial Planning

Client Portfolio Management

Sales Planning

Needs-Based Approach

Investment Solutions

Soft Skills

Relationship Building

Networking

Client Engagement

Communication

Flexibility

Certifications & Qualifications

Registered Representative (RR)

Personal Financial Planner (PFP)

Certified Financial Planner (CFP)

Qualified Associate Financial Planner (QAFP)

Registered Retirement Consultant (RRC)

Industry Keywords

Canadian Investment Regulatory Organization

Investment Dealer (CIRO-ID)

Canadian Investment Funds Course (CIFC)

Canadian Securities Course (CSC)

AMF Licensing

Tools & Technologies

CIBC Tools

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📌 Financial Planner II (Quebec City)
🏢 Jobtailor
📍 Quebec City