Deliver personalized financial planning and investment advice onsite at CIBC, building trusted relationships across a dedicated client portfolio.
As a Financial Planner II on the Imperial Service Team, you will manage and grow a large portfolio. You will create comprehensive plans, understand client goals, and provide needs-based advice. The work includes business development, portfolio management, lending, and exceptional client service.
Key Responsibilities:
- Manage and grow a dedicated client portfolio
- Create comprehensive financial plans using CIBC tools
- Deliver trusted investment and lending advice
- Convert local market leads into new clients
- Participate in community events and outreach activities
Requirements:
- Postsecondary degree, diploma, or four years relevant experience
- Current Registered Representative accreditation with CIRO-ID
- PFP, CFP, or QAFP designation
- Certified professional status
- Full-time onsite availability at Brampton-Dixie and Highway 7
Use financial advising, business development, and relationship management expertise to help CIBC clients plan confidently for their futures.
Financial Planner Imperial Service in Brampton employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
