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
- Solid 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.