CIBC

Financial Services

SeniorFinancialPlanner

CA$115–175k ~AI est. Montréal, Quebec, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Financial Planner at CIBC. Skills: Financial planning, Client portfolio management, Relationship management. Manage client portfolio. Grow client portfolio”

What You'll Achieve.

Deliver bottom line results; Result in satisfied clients; Result in loyal clients; Result in increased referrals

Industry & Context.

Financial Services
Problems you'll solve

Problem solve

Eligibility Requirements

Work banking centre hours, Work evenings, Work weekends, Work at multiple banking centers

What They're Looking For.

Must Have

4+ years experience in financial advisory, CIRO-MFD licensing, AMF licensing, Canadian Investment Funds Course, Canadian Securities Course, Registered Retirement Consultant

Nice to Have

CSI/ICB Investment and Taxation Fundamentals Course - Quebec, CSI/ICB Legal & Ethical Aspects of Financial Planning Course

What You'll Do.

Manage client portfolio

Grow client portfolio

Create financial plans

Supply client service

Deliver Imperial Service approach

Supply financial advice

Help clients secure futures

Help clients own homes

Help clients set up businesses

Focus on client experience

Connect on personal level

Enhance relationships

Deliver investment advice

Establish new client relationships

Become expert in local market trends

Convert leads into clients

Use relationship building skills

Use networking skills

Generate opportunities

Deliver bottom line results

Leverage investment experience

Leverage retirement experience

Leverage credit experience

Provide personalized plan

Provide coaching to advisors

How You'll Work.

Team & Collaboration

Work as one team; Support team choices

Communication Scope

Client engagement; Relationship building

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 Personal and Business Banking Team, you’ll manage and grow a complex client portfolio by key relationship management, creating comprehensive financial plans and supplying exceptional client service. As a Senior Financial Planner, 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 mentor a team of advisors to problem solve and supply comprehensive financial advice, help clients to secure their futures, own homes, and set up businesses. 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 centers within a reasonable travelling 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. Enhance relationships by delivering trusted investment advice and creating complex financial plans. Cultivate your network to establish new client relationships. * **Business expertise -** Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skil

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