CIBC

Finance / FinServ

FinancialPlanner

Edmonton, Alberta, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Financial Planner at CIBC. Skills: Financial Planning, Client Relationship Management, Investment Advice. Manage and grow a complex client portfolio. Create comprehensive financial plans”

What You'll Achieve.

Deliver bottom line results; Result in satisfied, loyal clients and increased referrals

Industry & Context.

Finance / FinServ
Problems you'll solve

Problem solve

Eligibility Requirements

Flexible to work banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance, Legally eligible to work at the specified location(s), May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency), Use of artificial intelligence tools during the recruitment process

What They're Looking For.

Must Have

4 years of relevant experience, Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing, AMF licensing, Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC), Registered Retirement Consultant (RRC)

Nice to Have

CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)

What You'll Do.

Manage and grow a complex client portfolio

Create comprehensive financial plans

Provide exceptional client service

Deliver on CIBC’s Imperial Service approach

Help clients plan for today’s needs and tomorrow’s goals

Mentor a team of advisors

Provide comprehensive financial advice

Help clients secure their futures

and set up businesses

Focus on each client experience

Enhance relationships by delivering trusted investment advice

Cultivate your network to establish new client relationships

Become an expert in local market trends and potential client bases

Create a comprehensive sales plan

Leverage experience in investment

How You'll Work.

Team & Collaboration

Mentor a team of advisors; Work as one team and support the team; Work collaboratively

Communication Scope

Influence outcomes by sharing expertise

Full Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Planner, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide comprehensive financial advice, help clients to secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. _At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (portion of on-site and remote work) will be discussed at the time of your interview._ **How you 'll succeed** * **Client engagement -** Focus on each client experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted investment advice and creating complex financial plans. Cultivate your network to establish new client relationships. * **Business expertise -** Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients. U

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