Financial Planner II

Jobtailor

Ottawa

On-site

CAD 65,000 - 90,000

Full time

11 days ago

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Job summary

CIBC is seeking a Financial Advisor to manage and expand a client portfolio in Ottawa. You will deliver tailored financial plans, provide exceptional service, and connect with communities through outreach.

The role emphasizes relationship building, regulatory compliance, and using CIBC tools to craft needs-based investment solutions. On-site work at banking centres is required.

Qualifications

Postsecondary degree/diploma and/or 4 years of relevant experience.
Current accreditation and good standing as a Registered Representative (RR) with CIRO-ID.
PFP, CFP, or QAFP designation.
For Quebec: AMF licensing accreditation.
For Quebec: CIFC/CSC completion to support AMF licensing.
For Quebec: RRC designation.
Quebec assets: CIFC/CSI-ICB courses are assets.
Legal eligibility to work at the specified location(s).
Willingness to work banking centre hours, including evenings/weekends.
Flexibility to work at multiple banking centres within travel distance.

Responsibilities

Manage and grow a dedicated client portfolio through relationship management.
Create comprehensive financial plans and provide exceptional client service.
Deliver CIBC’s Imperial Service approach for a large portfolio.
Proactively engage new and existing clients to understand their goals.
Build financial plans using advanced CIBC tools.
Provide advice to support well-informed client decisions.
Develop local-market sales plans to convert leads into new clients.
Use relationship-building and networking to create opportunities and deliver results.
Leverage credit and investment solutions through a needs-based approach.
Attend local community events and participate in marketing/outreach activities.
Grow the network to generate future opportunities.
Work on-site full-time at CIBC banking centres.

Skills

Relationship Management

Financial Planning

Client Portfolio Management

Sales Planning

Needs-Based Approach

Investment Solutions

Education

Bachelor's degree or diploma

CIRO-ID accreditation

PFP

CFP

QAFP

RRC

Tools

CIBC Tools

Job description

Job Responsibilities

Manage and grow a dedicated client portfolio through relationship management
Create comprehensive financial plans and provide exceptional client service
Deliver CIBC’s Imperial Service approach for a large portfolio
Proactively engage new and existing clients to understand their goals
Build financial plans using advanced CIBC tools
Provide advice to support well-informed client decisions
Develop local-market sales plans to convert leads into new clients
Use relationship-building and networking to create opportunities and deliver results
Leverage credit and investment solutions through a needs-based approach
Attend local community events and participate in marketing and outreach activities
Grow the network to generate future opportunities
Work on-site full-time at CIBC banking centres

Requirements

Postsecondary degree/diploma and/or 4 years of relevant experience
Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
Personal Financial Planner (PFP), Certified Financial Planner (CFP), or Qualified Associate Financial Planner (QAFP) designation
For Quebec: current accreditation and good standing in AMF licensing
For Quebec: successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing
For Quebec: Registered Retirement Consultant (RRC)
CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) are assets
Legal eligibility to work at the specified location(s)
Valid work or study permit where applicable
Willingness and flexibility to work banking centre hours, including evenings and weekends
Flexibility to work at multiple banking centres within a reasonable travel distance

Core Competencies

Demonstrates expertise in relationship management and financial planning, leveraging advanced tools to create comprehensive financial strategies. Holds relevant certifications and maintains compliance with regulatory standards to provide exceptional client service.

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