CIBC
CIBC | Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
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Job Highlights
Responsibilities
- As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
- As a Financial Planner in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals.
- You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
- You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
- Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results.
- Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
- Grow your network to create lasting connections that will generate future opportunities.
Who you are
- Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
- You listen to and learn from the experiences of others.
- You inspire outcomes by sharing your expertise.
- You have a postsecondary degree/diploma and/or 4 years of relevant experience.
- You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation.
- You’re a certified professional (Quebec).
About the company
CIBC
CIBC is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Bank on your terms with CIBC – whether it’s in person, over the phone or online, CIBC has you covered."
Its finance, accounts, audit and tax openings in India are mostly in Toronto, Montréal, Sudbury and Vancouver.
