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 new 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 in office 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 (Ottawa)
🏢 Jobtailor
📍 Ottawa