Client-Focused Financial Planner at CIBC
C
CIBC
📍 east gwillimbury, on, Canada
Job Description
Elevate your finance career as a Financial Planner II with CIBC’s Imperial Service Team in East Gwillimbury. Focus on client relationships and create tailored financial plans that drive results.
In this role, you will engage with clients, manage a diverse portfolio, and implement CIBC’s client-first approach. Your expertise in areas like business development and financial advising will be crucial as you help clients meet their goals. Flexibility for evening and weekend shifts across banking centres will enhance your client engagement.
Key Responsibilities:
• Manage and grow a dedicated client portfolio
• Create comprehensive financial plans tailored to client needs
• Deliver exceptional client service with meaningful connections
• Develop a sales plan to convert leads into clientele
• Participate in community events for brand promotion
Requirements:
• 4 years of relevant financial industry experience
• Registered Representative (RR) with CIRO-ID
• Perso...
In this role, you will engage with clients, manage a diverse portfolio, and implement CIBC’s client-first approach. Your expertise in areas like business development and financial advising will be crucial as you help clients meet their goals. Flexibility for evening and weekend shifts across banking centres will enhance your client engagement.
Key Responsibilities:
• Manage and grow a dedicated client portfolio
• Create comprehensive financial plans tailored to client needs
• Deliver exceptional client service with meaningful connections
• Develop a sales plan to convert leads into clientele
• Participate in community events for brand promotion
Requirements:
• 4 years of relevant financial industry experience
• Registered Representative (RR) with CIRO-ID
• Perso...