Elevate your career as a Financial Planner II with CIBC, focusing on client relationships and comprehensive financial planning. You'll manage a dedicated portfolio while providing tailored advice and support.
As part of the Imperial Service Team, you'll engage clients, create personalized financial plans, and enhance relationships through trusted investment advice. Your role involves understanding client goals, utilizing CIBC's resources, and actively participating in community outreach to drive brand awareness and business development.
Key Responsibilities:
• Manage and grow client portfolio through relationship management
• Deliver personalized financial plans using advanced CIBC tools
• Proactively engage with new and existing clients
• Participate in local events and marketing for community involvement
• Create comprehensive sales plans to convert leads into clients
Requirements:
• Post-secondary degree and/or 4+ years relevant experience
• Certified P...