Financial Planner II (CIRO-ID)
On-siteToronto, Ontario, Canada
Job Summary
Manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. Proactively engage with new and existing clients to understand their goals, build financial plans using advanced CIBC tools, and deliver trusted investment advice. Cultivate your network to establish new client relationships and deepen connections through personal engagement. Deeply understand your local market to create a comprehensive sales plan that converts leads into new clients, leveraging credit and investment solutions to result in satisfied, loyal clients and increased referrals. Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Work full-time on-site at multiple banking centres within a reasonable travel distance, including evenings and weekends.
Required Qualifications
- You have a postsecondary degree/diploma and/or 4 years of relevant experience
- You are a certified professional
- You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
- You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation
- You have current accreditation and good standing in AMF licensing
- Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC)
- You need to be legally eligible to work at the location(s) specified above
- You must have a valid work or study permit
- You need to be flexible to work our banking centre hours which may include evenings and weekends
- You're flexible to work at multiple banking centres within a reasonable travel distance
- You'll be on-site full-time
Desired Qualifications
- It's an asset if you've completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
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