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
• Strong 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.
📌 Client-Focused Financial Planner at CIBC (Canada)
🏢 CIBC
📍 Canada