Financial Planner I (CIRO-ID)

CIBC•Ottawa, ON

1d•Onsite

About The Position

As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Planner, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping them 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. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

Requirements

Postsecondary degree/diploma and/or 4 years of relevant experience.
Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation.
Current accreditation and good standing in AMF licensing (Quebec).
Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF licensing, and Registered Retirement Consultant (RRC) (Quebec).
Legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.
Ability to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Trust, teamwork, and accountability.

Nice To Haves

Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) (Quebec).
Completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) (Quebec).

Responsibilities

Build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients.
Help clients plan for today’s needs and tomorrow’s goals.
Make lasting connections and provide the right financial advice.
Focus on each client experience and connect on a personal level to make every interaction meaningful.
Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning.
Cultivate your network to establish new client relationships.
Understand your local market and potential client base to create sales plans that will convert leads into new clients.
Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach.
Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
Grow your network to create lasting connections that will generate future opportunities.

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development