Deliver personalized financial planning and investment advice onsite at CIBC, building trusted relationships across a dedicated client portfolio.
As a Financial Planner II on the Imperial Service Team, you will manage and grow a large portfolio. You will create comprehensive plans, understand client goals, and provide needs-based advice. The work includes business development, portfolio management, lending, and exceptional client service.
Key Responsibilities: Manage and grow a dedicated client portfolio
Create comprehensive financial plans using CIBC tools
Deliver trusted investment and lending advice
Convert local market leads into new clients
Participate in community events and outreach activities
Requirements: Postsecondary degree, diploma, or four years relevant experience
Current Registered Representative accreditation with CIRO-ID
PFP, CFP, or QAFP designation
Certified professional status
Full time onsite availability at Brampton-Dixie and Highway 7
Use financial advising, business development, and relationship management expertise to help CIBC clients plan confidently for their futures.

#J-18808-Ljbffr

📌 Financial Planner Imperial Service (Ontario)
🏢 CIBC
📍 Ontario