CIBC Client-Focused Financial Planner

Become a Client-Focused Financial Planner at CIBC and utilize your financial advising skills to support clients in achieving their goals. Embrace a relationship-driven approach in this full-time role.
At CIBC, as a Financial Planner II, you will be part of the Imperial Service Team, managing a substantial client portfolio while creating personalized financial plans tailored to individual needs. Your ability to connect with clients and understand their goals will drive the client experience, enhancing satisfaction and loyalty.
Key Responsibilities:
• Cultivate new and existing client relationships effectively
• Structure personalized financial plans for clients
• Deepen market understanding to develop a sales plan
• Participate in community events to boost CIBC’s presence
• Deliver reliable investment advice to fulfill client needs
Requirements:
• Minimum 1.5 years of financial advisory experience
• Required CIRO-MFD licensing and accreditation
• PFP, CF...