Drive client success as a financial planner with CIBC at Sudbury-Southridge Mall. Focus on relationship management and business development while delivering personalized financial advice through engagement and expertise.

As a Financial Planner II, you’re tasked with managing a vital client portfolio, utilizing advanced CIBC tools to craft detailed financial solutions. The role emphasizes client-centric approaches alongside community involvement, creating lasting connections that contribute to clients’ financial well-being and CIBC’s reputation in the local market.

Key Responsibilities:
• Engage deeply with clients for tailored solutions
• Cultivate recent client relationships and referrals
• Implement effective strategies for business development




• Enhance brand awareness through community involvement
• Analyze client needs to offer sound investment advice

Requirements:
• Minimum of 4 years in financial planning or advising
• Registered Representative (RR) certification required
• Must possess Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation
• Strong networking and client service skills essential
• Flexibility for multi-centre operations required

Empower clients by creating effective financial strategies at CIBC in Sudbury.
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📌 CIBC Client-Focused Financial Planner (Ontario)
🏢 CIBC
📍 Ontario