CIBC

Financial Services

FinancialPlannerII

CA$75–105k ~AI est. Woodstock, Ontario, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Eligibility Requirements

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

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