Planificateur financier principal - OCRI-CFM/AMF

CIBC•Montreal, QC

2d•Hybrid

About The Position

As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio by key relationship management, creating comprehensive financial plans and supplying exceptional client service. As a Senior Financial Planner, you’ll expertly 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 mentor a team of advisors to problem solve and supply comprehensive financial advice, help clients to 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 centers within a reasonable travelling distance. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

4+ years of experience in a financial advisory role managing more complex relationships.
In-depth intergenerational, estate and retirement planning knowledge.
Certified professional Mutual Fund Dealers (CIRO-MFD).
Current accreditation and good standing in CIRO-MFD licensing.
CFP upon hire.
Certified professional (Quebec).
Current accreditation and good standing in AMF licensing.
Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing.
Registered Retirement Consultant (RRC).

Nice To Haves

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

Responsibilities

Manage and grow a complex client portfolio through key relationship management.
Create comprehensive financial plans.
Supply exceptional client service.
Deliver on CIBC’s Imperial Service approach.
Take responsibility for a large portfolio.
Help clients plan for today’s needs and tomorrow’s goals.
Mentor a team of advisors to problem solve and supply comprehensive financial advice.
Help clients secure their futures, own homes, and set up businesses.
Focus on each client experience and connect on a personal level to make every interaction meaningful.
Enhance relationships by delivering trusted investment advice and creating complex financial plans.
Cultivate your network to establish new client relationships.
Become an expert in local market trends and potential client bases.
Create a comprehensive sales plan that will convert leads into new clients.
Use strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
Leverage experience in investment, retirement, and credit planning to provide a comprehensive and personalized plan.
Provide coaching and support to a team of advisors.
Work as one team and support the team as they make informed choices that benefit both the client and CIBC.

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