Elevate your career as a Financial Planner II with CIBC in Sudbury-Southridge Mall. Deliver exceptional client service and develop tailored financial plans to meet diverse client needs.
As a key member of the Imperial Service Team, you will manage a dedicated client portfolio while utilizing advanced tools to create comprehensive financial strategies. This full-time position requires flexibility for banking center hours, including evenings and weekends, to ensure optimal client experience.
Key Responsibilities:
• Manage and grow a dedicated client portfolio
• Create personalized financial plans using advanced tools
• Engage proactively with clients to build lasting relationships
• Understand local market to drive business development
• Participate in community outreach to enhance brand awareness
Requirements:
• 4 years of relevant experience or postsecondary education
• Certified as a Registered Representative (RR) with CIRO-ID
• Personal Financial Planner (PFP) or Certified Financial Planner (CFP) designation
• Robust relationship-building skills
• Ability to adapt and thrive in team environments
Contribute your expertise in financial advising and client service to foster growth at CIBC.
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