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 current 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
Robust networking and client service skills essential
Flexibility for multi-centre operations required Empower clients by creating effective financial strategies at CIBC in Sudbury.

📌 Cibc Client Focused Financial Planner Northeastern Ontario (Canada)
🏢 CIBC
📍 Canada