CIBC
Financial Services
FinancialPlannerII
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Planner II at CIBC. Skills: Financial planning, Client relationships, Sales. Manage and grow client portfolio. Create comprehensive financial plans”
What You'll Achieve.
Grow client portfolio; Deliver bottom line results; Increase referrals
Industry & Context.
Work banking centre hours, Work evenings and weekends, Work at multiple banking centres, Legally eligible to work
What They're Looking For.
Must Have
1.5 – 3 years experience in financial advisory, CIRO-MFD licensing, Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) accreditation, Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation, AMF accreditation, 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 client portfolio
Create comprehensive financial plans
Provide exceptional client service
Deliver CIBC’s Imperial Service approach
Take responsibility for client portfolio
Help clients plan for needs and goals
Proactively engage with clients
Make lasting connections with clients
Understand client goals
Build financial plans
Help clients make informed choices
Focus on client experience
Connect on a personal level
Deliver trusted investment advice
Create personalized financial plans
Enhance existing relationships
Cultivate network for new clients
Understand local market
Understand potential client base
Create comprehensive sales plan
Convert leads into clients
Use relationship building skills
Use networking skills
Generate opportunities
Deliver bottom line results
Leverage credit solutions
Leverage investment solutions
Provide needs-based approach
Heighten CIBC brand awareness
Participate in marketing activities
Participate in outreach activities
Grow network for future opportunities
How You'll Work.
Team & Collaboration
Imperial Service Team
Communication Scope
Client engagement
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 comprehe
Applying for this Financial Planner II role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about CIBC?
Real rants from real employees. Read before you apply.