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Sr. Financial Planner at CIBC - ApplyBlast

Sr. Financial Planner

CIBC

3 months ago

4.3 on Glassdoor

Edmonton, AB

Hybrid

Full Time

Senior

0 applicants

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About this role

As a Senior Financial Planner at CIBC, you will manage and grow a complex client portfolio through self-sourcing and dedicated relationship management. This role involves providing in-depth financial advice, mentoring a team of advisors, and helping clients plan for their future financial goals including investment, estate, and retirement. You will work flexibly across multiple banking centres during banking centre hours, including evenings and weekends.

Responsibilities

Manage and grow a complex client portfolio through 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
Create comprehensive sales plans to convert leads into new clients
Help clients secure futures, own homes, and set up businesses

Skills

Qualifications

Registered Representative (CIRO-ID)Canadian Investment Funds Course (CIFC)Canadian Securities Course (CSC)Registered Retirement Consultant (RRC)Canadian Investment Broker Dealers Qualifying Program (CIRO-MFD)

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.