Senior Financial Planner

Description:

As a Senior Financial Planner within CIBC’s, you’ll manage a complex portfolio of clients, delivering personalized financial planning and trusted investment advice. You will create comprehensive, long-term financial plans, while helping clients achieve goals related to homeownership, business establishment, retirement, and wealth transfer. The role is fully on-site and requires flexibility to work evenings, weekends, and across multiple banking centres.

Key Responsibilities:

• Build strong relationships with clients and deliver meaningful, personalized financial advice.

• Create comprehensive financial plans tailored to investment, retirement, and credit needs.

• Grow a client portfolio through relationship building, networking, and local market expertise.

• Develop sales strategies to convert leads into new clients and increase referrals.

• Mentor and coach a team of advisors, supporting their development and decision-making.

• Champion CIBC’s Imperial Service approach through exceptional service and client care.

• Work collaboratively with diverse teams to provide integrated financial guidance.

Qualifications:

• Minimum 4+ years of experience in financial advisory roles.

• In-depth knowledge of intergenerational, estate, and retirement planning.

• CIRO-ID licensing in good standing (CPH, WME required).

• CFP certification required upon hire.

• For Quebec: AMF licensing, CIFC or CSC completion, RRC designation.

• Asset: CSI/ICB Investment & Taxation Fundamentals (0774) and Legal & Ethical Aspects (0790).

• Strong relationship-building, client service, financial planning, and analytical skills.

• Ability to work flexible hours including evenings/weekends.

Desired Characteristics:

• Client-first mindset and commitment to doing what’s right.

• Strong influence and networking skills.

• Ownership mentality with initiative and accountability.

• Passion for mentoring and developing diverse teams.

• Goal-driven and motivated by achieving results.

• Collaborative spirit and belief in team success.

• Alignment with CIBC’s values: trust, teamwork, accountability.

Additional Requirements:

• Full-time on-site role.

• Must be legally eligible to work in Canada.

• May require completion of assessments (attributes, simulations, MS Office, French proficiency).

• Inclusive hiring practices; accommodations available upon request.