CIBC
Finance / FinServ
FinancialPlanner
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Planner at CIBC. Skills: Financial planning, Client engagement, Business development. Manage and grow client portfolio. Create comprehensive financial plans”
What You'll Achieve.
Enhance existing relationships; Establish new client relationships; Convert leads into new clients; Result in satisfied, loyal clients; Generate increased referrals; Generate future opportunities
Industry & Context.
Flexible to work banking centre hours including evenings and weekends, Flexible to work at multiple banking centres within reasonable travel distance, On-site full-time, Legally eligible to work at specified location, Valid work or study permit (where applicable), May be asked to complete attribute-based assessment and other skills test
What They're Looking For.
Must Have
1.5 – 3 years experience in financial advisory role managing and growing own portfolio of clients, Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC), Meet eligibility requirements for CIRO-MFD licensing upon hire, Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation, Current accreditation and good standing in AMF, Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing, Registered Retirement Consultant (RRC)
Nice to Have
Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), Completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
What You'll Do.
Manage and grow client portfolio
Create comprehensive financial plans
Provide exceptional client service
Deliver CIBC’s Imperial Service approach
Build financial plan using CIBC tools
Give clients right advice
Focus on client experience
Deliver investment advice
Create personalized financial plans
Cultivate network for new clients
Understand local market
Create comprehensive sales plan
Generate opportunities
Deliver bottom line results
Leverage credit and investment solutions
Provide needs-based approach
Heighten CIBC brand awareness
Participate in marketing activities
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 Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Financial Planner in the Imperial Service Team, 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 proactively engage with many new and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. 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. To successfully perform the work, you’ll be on-site full-time._ __ **How you 'll succeed ** * **Client engagement** \- Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships . Cultivate your network to establish new client relationships. * **Business development** \- Deeply understand your local market and potential client base to create a compr
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