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 current 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.

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