Sr. Financial Planner - CIRO-ID

CIBC•Edmonton, AB

5d•Hybrid

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing 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 provide 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 centres within a reasonable travel distance. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (portion of on-site and remote work) will be discussed at the time of your interview.

Requirements

You have a postsecondary degree/diploma and/or 4 years of relevant experience.
You’re a certified professional. Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing.
You’re a certified professional (Quebec). You have 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, and Registered Retirement Consultant (RRC).
Business Development
Client Service
Community Connections
Financial Advising
Investments
Lending
Portfolio Management
Results-Oriented

Nice To Haves

It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and 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.
Provide exceptional client service.
Deliver on CIBC’s Imperial Service approach.
Mentor a team of advisors to problem solve and provide comprehensive financial advice.
Help clients to 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 your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
Leverage your experience in investment, retirement, and credit planning to provide a comprehensive and personalized plan that will result in satisfied, loyal clients and increased referrals.
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.