CIBC Winnipeg is seeking a Senior Financial Planner to manage a large client portfolio, deliver comprehensive financial advice, and mentor a team of advisors. You will lead relationship management, investment, estate, retirement, tax planning, and credit planning to secure clients' futures and growth.
This role supports Imperial Service and may involve travel between centres. Qualifications include postsecondary degree and CIRO certifications; CFP preferred.
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Senior Financial Planner & Portfolio Strategy Leader 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.