Job Description
What you'll be doing
As a member of the Imperial Service Team you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Financial Planner, you’ll 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 proactively engage with many new and existing clients to make lasting connections, understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well‑informed choices for their future. You’ll be flexible to work our banking centre hours, which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance. To successfully perform the work, you’ll be on‑site full time.
How you'll succeed
- Client engagement – Focus on each cli...