CIBC
Financial Services
FinancialPlannerII(CIRO-ID)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Planner II (CIRO-ID) at CIBC. Skills: Client portfolio management, Financial planning, Business development. Manage client portfolio. Grow client portfolio”
What You'll Achieve.
Deliver bottom line results; Generate future opportunities
Industry & Context.
Work banking centre hours, Work evenings, Work weekends, Work at multiple banking centres, Legally eligible to work
What They're Looking For.
Must Have
4 years relevant experience, Registered Representative (RR) with CIRO-ID, Personal Financial Planner (PFP) designation, Certified Financial Planner (CFP) designation, Qualified Associate Financial Planner (QAFP) designation, Current accreditation and good standing in AMF, Successful completion of CIFC or CSC, 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 client portfolio
Grow client portfolio
Create financial plans
Provide client service
Deliver CIBC's Imperial Service approach
Understand client goals
Build financial plans
Provide financial advice
Make informed choices
Heighten CIBC brand awareness
Participate in marketing activities
Participate in outreach activities
How You'll Work.
Team & Collaboration
Imperial Service Team
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 and 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 compreh
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