Financial Planner & Relationship Advisor

CIBC; Canada; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program *

Defined benefit pension plan *

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC is seeking a Financial Planner to join the Imperial Service Team in London, Ontario, and manage a substantial client portfolio with personalized financial plans. You will deliver trusted investment advice, build long-standing relationships, and help clients reach today’s needs and tomorrow’s goals.

You will work on-site full-time, with flexible hours including evenings and weekends, and travel to multiple banking centres as needed.

Qualifications

• Postsecondary degree/diploma or 4 years of relevant experience.
• Certified professional with CIRO-ID RR accreditation and PFP/CFP/QAFP designation.

Responsibilities

• Manage and grow a dedicated client portfolio through relationship management.
• Create comprehensive financial plans using advanced CIBC tools.
• Provide exceptional client service and advice to help clients plan for today and tomorrow.
• Be flexible to work banking centre hours including evenings and weekends and travel to multiple centres within a reasonable distance.

Skills

Business Development

Client Service

Community Connections

Financial Advising

Investments

Lending

Portfolio Management

Results-Oriented

Education

Postsecondary degree/diploma

CIRO-ID RR accreditation

PFP/CFP/QAFP designation

Job description

CIBC is seeking a Financial Planner to join the Imperial Service Team in London, Ontario, and manage a substantial client portfolio with personalized financial plans. You will deliver trusted investment advice, build long-standing relationships, and help clients reach today’s needs and tomorrow’s goals.

You will work on-site full-time, with flexible hours including evenings and weekends, and travel to multiple banking centres as needed.