Senior Financial Planner – Client Relationships

CIBC; Brampton; On-site; CAD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC in Brampton, Ontario, is seeking a Financial Planner within the Imperial Service Team to manage a large client portfolio and deliver personalized financial plans. You will use CIBC tools to tailor advice and secure strong client relationships while offering flexible hours and travel to multiple banking centres.

Ideal candidates hold a postsecondary degree with 4+ years of experience, and possess CIRO-ID RR accreditation along with a PFP/CFP/QAFP designation; AMF licensing and RRC are assets

Qualifications

• A postsecondary degree or diploma and/or 4 years of relevant experience.
• Current accreditation and good standing as a Registered Representative (RR) with CIRO-ID.
• At least one of: PFP, CFP or QAFP designation.
• In Quebec, AMF licensing and RRC; CIFC/CSC courses support licensing.
• Values-driven professional with trust, teamwork and accountability.

Responsibilities

• Manage and grow a dedicated client portfolio with relationship guidance.
• Develop comprehensive financial plans and deliver trusted investment advice.
• Engage with clients to build connections and provide exceptional service.

Skills

Relationship management

Client service

Networking

Communication

Goal oriented

People skills

Education

Postsecondary degree/diploma

4 years relevant experience

Tools

CIRO-ID licensing

PFP designation

CFP designation

QAFP designation

AMF licensing (Quebec)

RRC

Job description

CIBC in Brampton, Ontario, is seeking a Financial Planner within the Imperial Service Team to manage a large client portfolio and deliver personalized financial plans. You will use CIBC tools to tailor advice and secure strong client relationships while offering flexible hours and travel to multiple banking centres.

Ideal candidates hold a postsecondary degree with 4+ years of experience, and possess CIRO-ID RR accreditation along with a PFP/CFP/QAFP designation; AMF licensing and RRC are assets