Senior Financial Planner & Client Growth Leader

CIBC; Vancouver; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Banking benefits

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC is seeking a Senior Financial Planner in Vancouver to manage a large, relationship-driven client portfolio with self-sourced leads. You will deliver comprehensive financial advice and estate, retirement, tax and credit planning while mentoring a team of advisors to help clients secure their futures and growth opportunities.

The role requires flexibility for banking centre hours (evenings/weekends) and travel between centres, with emphasis on client-centric service and local market

Qualifications

• Postsecondary degree or diploma and/or 4 years of relevant experience.
• Certified professional (CIRO-ID) with current accreditation as a Registered Representative (RR) with CIRO-ID.
• CFP certification upon hire.

Responsibilities

• Manage and grow a complex client portfolio with self-sourced leads.
• Provide dedicated relationship management and in-depth financial advice.
• Mentor a team of advisors to problem solve and deliver comprehensive financial planning.
• Develop and implement personalized financial plans including investment, estate, retirement, tax and credit planning.
• Flex to work at multiple banking centres within a reasonable travel distance.

Skills

Client engagement

Investment planning

Networking

Relationship building

Education

Postsecondary degree or diploma

CIRO-ID accreditation

CFP certification upon hire

Job description

CIBC is seeking a Senior Financial Planner in Vancouver to manage a large, relationship-driven client portfolio with self-sourced leads. You will deliver comprehensive financial advice and estate, retirement, tax and credit planning while mentoring a team of advisors to help clients secure their futures and growth opportunities.

The role requires flexibility for banking centre hours (evenings/weekends) and travel between centres, with emphasis on client-centric service and local market