Relationship-Driven Financial Planner II

Canadian Imperial Bank of Commerce; Ottawa; Hybrid; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

Canadian Imperial Bank of Commerce in Ottawa is seeking a Financial Planner to manage a dedicated client portfolio, deliver personalized financial plans, and provide exceptional service. You’ll work across CIBC tools to help clients plan for today and tomorrow, with flexibility to work at multiple banking centres within a reasonable travel distance.

You’ll be part of the Imperial Service Team, focusing on relationship management and growth, and you’ll thrive in a client-first environment that

Qualifications

• Postsecondary degree/diploma or equivalent experience.
• CIRO-ID registration and appropriate financial licenses.
• PFP/CFP or QAFP designation, or equivalent.
• AMF licensing, CIFC/CSC knowledge and RRC credential.
• Willingness to travel between centres within a reasonable distance.

Responsibilities

• Engage with clients to understand goals and create personalized financial plans.
• Deliver trusted investment advice and tailored financial recommendations.
• Grow the client portfolio by developing new relationships and referrals.
• Collaborate with local market to craft and execute a client-focused sales plan.

Skills

Relationship building

Financial planning

Client service

Networking

Sales planning

Education

Postsecondary degree/diploma

CIRO-ID registration

PFP/CFP or QAFP designation

AMF licensing & CIFC/CSC knowledge

RRC credential

Job description

Canadian Imperial Bank of Commerce in Ottawa is seeking a Financial Planner to manage a dedicated client portfolio, deliver personalized financial plans, and provide exceptional service. You’ll work across CIBC tools to help clients plan for today and tomorrow, with flexibility to work at multiple banking centres within a reasonable travel distance.

You’ll be part of the Imperial Service Team, focusing on relationship management and growth, and you’ll thrive in a client-first environment that