Sr. Financial Planner CIRO-ID (Urban)
Description
The Senior Financial Planner, part of the Imperial Service Team at CIBC, is responsible for managing and expanding a complex client portfolio. This involves building strong client relationships, developing comprehensive financial plans, and delivering exceptional client service. The role also includes mentoring a team of advisors, helping clients achieve their financial goals, and assisting with homeownership and business setup.
What We're Looking For
Manage and grow a complex client portfolio through key relationship management.,Create comprehensive financial plans and provide exceptional client service.,Expertly deliver on CIBC’s Imperial Service approach.,Mentor a team of advisors to problem solve and provide comprehensive financial advice.,Be flexible to work banking centre hours, which may include evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
Postsecondary degree/diploma and/or 4 years of relevant experience.,Certified professional: Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).,Current accreditation and good standing for CIRO-ID licensing.,For Quebec: Current accreditation and good standing in AMF licensing.,For Quebec: Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing.,For Quebec: Registered Retirement Consultant (RRC).,Asset: CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).,Asset: CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Minimum Education
Postsecondary Degree/Diploma
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, flexible (may include evenings and weekends)
Benefits
Special Commitments
Must be flexible to work banking centre hours (evenings and weekends). Requires flexibility to work at multiple banking centres within a reasonable travel distance.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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