CIBC
Financial Services
SeniorFinancialPlanner
Neural analysis suggests this role is
optimal for Senior candidates.
“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.
Problem solve
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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