Senior Financial Planner at CIBC
Canadian Imperial Bank of Commerce • niagara falls, Canada
Role Description
Elevate your financial career as a Senior Financial Planner with CIBC, focused on client portfolio management and rich financial planning. Make a significant difference in your clients' lives through expert guidance and mentorship.
This full-time role is part of the Imperial Service Team, managing a diverse client portfolio while implementing custom financial strategies. As a mentor to fellow advisors, you will guide them in achieving shared objectives while enjoying the flexibility to work at various banking centers, enhancing client engagement and fostering meaningful relationships.
Key Responsibilities:
• Deliver tailored financial advice for clients
• Mentor and empower financial advisors on the team
• Build strong relationships to expand client base
• Conduct thorough market analysis to improve sales
• Collaborate to enhance client experiences
Requirements:
• Degree or diploma plus 4 years relevant experience
• CIRO-ID certification in active standing...
This full-time role is part of the Imperial Service Team, managing a diverse client portfolio while implementing custom financial strategies. As a mentor to fellow advisors, you will guide them in achieving shared objectives while enjoying the flexibility to work at various banking centers, enhancing client engagement and fostering meaningful relationships.
Key Responsibilities:
• Deliver tailored financial advice for clients
• Mentor and empower financial advisors on the team
• Build strong relationships to expand client base
• Conduct thorough market analysis to improve sales
• Collaborate to enhance client experiences
Requirements:
• Degree or diploma plus 4 years relevant experience
• CIRO-ID certification in active standing...