Build comprehensive financial plans at CIBC in London, Ontario, using investment advice and relationship management to serve clients on-site full-time.
As a Financial Planner with CIBC's Imperial Service Team, you'll manage a large dedicated portfolio and deliver personalized financial advice. You'll understand client goals, use advanced CIBC tools, and provide credit and investment solutions. The work includes developing relationships with existing and prospective clients, supporting informed choices, and delivering exceptional service.
Key Responsibilities:
- Manage and grow a dedicated client portfolio
- Create comprehensive financial plans using CIBC tools
- Deliver trusted investment advice and client service
- Develop sales plans for local market opportunities
- Participate in community events and outreach activities
Requirements:
- Postsecondary degree or diploma, or four years relevant experience
- Current Registered Representative accreditation with CIRO-ID
- Personal Financial Planner, Certified Financial Planner, or QAFP designation
- Strong relationship building and networking skills
- Flexibility for banking centre hours and multiple locations
Bring financial planning, investment advice, and portfolio management expertise to CIBC's Imperial Service Team in London.
Financial Planner Imperial Service London 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.
