Senior Relationship & Financial Planner

CIBC; Ottawa; On-site; CAD 90,000 - 120,000; Full time

Job summary

CIBC in Canada is seeking a Senior Financial Advisor within the Imperial Service Team to manage a large client portfolio and deliver comprehensive financial planning. You will provide trusted investment advice, build personalized plans, and help clients meet today’s needs and tomorrow’s goals.

You’ll network with clients across the local market, travel between banking centres within a reasonable distance, and work on-site full-time with flexible hours including evenings and weekends to enhance

Qualifications

• University degree or college diploma required with relevant experience.
• CIRO-ID licensing and AMF licensing where applicable.
• Ability to build and maintain client relationships and provide financial planning advice.

Responsibilities

• Manage and grow a dedicated client portfolio with relationship-based planning.
• Deliver comprehensive financial plans and trusted investment advice.
• Engage with clients to understand goals and provide suitable recommendations.
• Travel to multiple banking centres within a reasonable distance to serve clients.

Skills

Client relationship management

Financial planning

Investments knowledge

Banking services

Education

Postsecondary degree/diploma

CIRO-ID licensing

AMF licensing (Quebec) / CIFC/CSC

Registered Retirement Consultant (RRC)

Job description

CIBC in Canada is seeking a Senior Financial Advisor within the Imperial Service Team to manage a large client portfolio and deliver comprehensive financial planning. You will provide trusted investment advice, build personalized plans, and help clients meet today’s needs and tomorrow’s goals.

You’ll network with clients across the local market, travel between banking centres within a reasonable distance, and work on-site full-time with flexible hours including evenings and weekends to enhance