Cibc

Sr. Financial Planner

Edmonton, AB · Senior

Work authorization requiredDetected 22 days ago

ExpressTaxRecruitingProblem SolvingMentoring

About the role

We need talented, passionate professionals who are dedicated to doing what's right for our clients.
Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
You're flexible to work our banking centre hours which may include evenings and weekends.

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'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.
Business expertise - Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients.
Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
Leading and mentoring - As a seasoned financial professional, provide coaching and support to a team of advisors.
You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

You know that relationships and networks are essential to success.
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).
You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
You have current accreditation and good standing in CIRO-MFD licensing, CFP upon hire.
You have current accreditation and good standing in AMF licensing
We cultivate a culture where you can express your ambition through initiatives like Purpose Day
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, a

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.
Work as one team and support the team as they make informed choices that benefit both the client and CIBC.

You're motivated by accomplishing your goals and delivering your best to make a difference.
You bring your real self to work and you live our values - trust, teamwork, and accountability.

This listing is sourced directly from Cibc's careers page and normalized into a canonical job model.