Senior Financial Planner at CIBC

Elevate your career as a Senior Financial Planner with CIBC in Montréal, QC. Engage with clients, create tailored financial plans, and drive success in a client-focused environment.
In this full-time role within the Personal and Business Banking Team, you'll manage a complex portfolio while cultivating key client relationships. Deliver CIBC's Imperial Service approach and mentor a team of advisors to provide comprehensive financial advice. Your skills in investment and retirement planning will be crucial in helping clients secure their future.
Key Responsibilities:
• Manage and grow a diverse client portfolio strategically
• Create comprehensive financial plans tailored to client needs
• Mentor and coach advisors, enhancing their financial acumen
• Engage clients personally to foster lasting relationships
• Stay informed about local market trends to maximize opportunities
Requirements:
• 4+ years of experience in financial advisory roles
• CIRO-MFD certifi...