CIBC
CIBC | Financial Planning Consultant
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Job Highlights
Responsibilities
- As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio through self-sourced leads, provide dedicated relationship management, in-depth financial advice and exceptional client service.
- As a Senior Financial Planner, 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 have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- You’ll mentor a team of advisors to problem solve and provide comprehensive financial advice, helping clients to secure their futures, own homes, and set up businesses.
- Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
- Leverage your experience in investment, estate, retirement, tax planning and credit planning to provide a comprehensive and personalized plan that will result in satisfied, loyal clients and increased referrals.
- Leading and mentoring – As a seasoned financial professional, provide coaching and support to a team of advisors.
- Work as one team and support the team as they make informed choices that benefit both the client and CIBC.
- Values matter to you.
Requirements
- You inspire outcomes by sharing your expertise.
- You have a postsecondary degree/diploma and/or 4 years of relevant experience.
- You are a certified professional (CIRO-ID).
- Analytical Thinking, Client Service, Customer.
- Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively.
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.
