CIBC Senior Financial Planning Role

Transform financial lives as a Senior Financial Planner with CIBC in Montreal. Excel in managing client portfolios and delivering strategic financial advice in a team-focused environment. In this full-time position, you'll lead relationship management and develop customized financial plans that meet diverse client objectives. Your strong expertise in financial advising, investment products, and retirement planning will be crucial. You'll also play a key role in coaching a team of advisors to enhance their client service delivery. Key Responsibilities: • Deliver personalized financial strategies to clients • Mentor advisors in effective client engagement • Analyze local market trends for client opportunities • Drive client relationships to increase referrals • Collaborate to enhance team performance Requirements: • 4+ years of relevant financial advisory experience • CIRO-MFD certification and good standing • CFP credential required upon hiring • Comprehensive understanding of investment and estate plans • Strong networking and relationship skills Contribute to clients' financial wellbeing while leading a dedicated team to success at CIBC. #J-18808-Ljbffr

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