CIBC
Finance / FinServ
Planificateurfinancierprincipal
“Planificateur financier principal at CIBC. Skills: Financial planning, Client relationship management, Investment advice, Team mentoring. Manage and grow a complex client portfolio. Key relationship management”
What You'll Achieve.
Deliver bottom line results; Result in satisfied, loyal clients and increased referrals
Industry & Context.
Problem solve
Flexible to work banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centers within a reasonable travelling distance, Legally eligible to work at the location(s) specified, 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' experience in financial advisory role managing more complex relationships, in-depth intergenerational, estate and retirement planning knowledge, current accreditation and good standing in CIRO-MFD licensing, CFP upon hire, current accreditation and good standing in AMF, Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) 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 a complex client portfolio
Key relationship management
Creating comprehensive financial plans
Supplying exceptional client service
Deliver on CIBC’s Imperial Service approach
Taking responsibility for a large portfolio
Helping clients plan for today’s needs and tomorrow’s goals
Mentor a team of advisors to problem solve and supply comprehensive financial advice
Help clients to secure their futures
and set up businesses
Focus on each client experience and connect on a personal level
Enhance relationships by delivering trusted investment advice and creating complex financial plans
Cultivate your network to establish new client relationships
Become an expert in local market trends and potential client bases
Create a comprehensive sales plan that will convert leads into new clients
Leverage your experience in investment
Provide coaching and support to a team of advisors
Support the team as they make informed choices that benefit both the client and CIBC
How You'll Work.
Team & Collaboration
Work as one team; Support the team as they make informed choices that benefit both the client and CIBC; You know that teamwork can transform a promising idea into a great one; You know that an inclusive team that enjoys working together can bring a vision to life
Communication Scope
Share your ability
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