Sr. Financial Planner (FPC Compensation Plan)

CIBC; St. James Industrial; On-site; CAD 95,000 - 125,000; Full time

Benefits offered by this job

Competitive pay

Banking benefits

Pension plan

Employee stock plan

Vacation

Wellbeing program

MomentMakers program

Job summary

CIBC Winnipeg is seeking a Senior Financial Planner to manage a large client portfolio, deliver comprehensive financial advice, and mentor a team of advisors. You will lead relationship management, investment, estate, retirement, tax planning, and credit planning to secure clients' futures and growth.

This role supports Imperial Service and may involve travel between centres. Qualifications include postsecondary degree and CIRO certifications; CFP preferred.

Qualifications

• Postsecondary degree or diploma and/or 4 years of relevant experience.
• CIRO-ID certification and CIRO-MFD licensing are required.
• CFP certification upon hire preferred.

Responsibilities

• Manage and grow a large client portfolio and provide dedicated relationship management.
• Deliver comprehensive financial advice including investment, estate, retirement, tax and credit planning.
• Mentor a team of advisors to deliver consistent advice and client service.
• Be flexible to work banking centre hours and travel to multiple centres within a reasonable distance.

Skills

Client engagement

Relationship building

Investment planning

Retirement planning

Financial advising

Analytics

Team leadership

Cross-selling

Education

Postsecondary degree/diploma

CIRO-ID certification

CIRO-MFD licensing

CFP upon hire

Quebec AMF licensing & CIFC/CSC

Job description

What You'll Be Doing

As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio through self-sourced leads, provide dedicated relationship management, in-depth financial advice and exceptional client service. As a Senior Financial Planner, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide comprehensive financial advice, helping clients to secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

How You'll Succeed

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful.
• Business expertise – Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage your experience in investment, estate, retirement, tax planning and credit planning to provide a comprehensive and personalized plan that will result in satisfied, loyal clients and increased referrals.
• Leading and mentoring – As a seasoned financial professional, provide coaching and support to a team of advisors. Work as one team and support the team as they make informed choices that benefit both the client and CIBC.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do. Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference. You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

You have a postsecondary degree/diploma and/or 4 years of relevant experience.

You are a certified professional (CIRO-ID). You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). CFP upon hire.

You're a certified professional (CIRO-MFD). You have current accreditation and good standing in CIRO-MFD licensing, CFP upon hire.

You're a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]. CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process.

Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location: Winnipeg-895 Empress St

Employment Type: Regular

Weekly Hours: 37.5

Skills: Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.