Senior Financial Planner identifying and providing complex financial solutions for clients at BDO. Collaborating with professionals to assist clients in achieving their financial goals while managing various financial planning tasks.
About the role
- Senior Financial Advisor managing and growing client portfolios for CIBC. Providing financial plans and exceptional service, focusing on relationship management.
Responsibilities
- Manage and grow a dedicated client portfolio through key relationship management.
- Create comprehensive financial plans and provide exceptional client service.
- Deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio.
- Proactively engage with many new and existing clients to make lasting connections.
- Understand clients' goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
- Enable an optimal work environment for every team member to thrive in their role.
Requirements
- 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
- You’re a certified professional (CIRO-ID).
- Have current accreditation and good standing for CIRO-ID licensing requirements; Canadian Securities Course (CSC) written within the past 3 years is required upon hire.
- Conduct and Practices Handbook Course (CPH).
- Wealth Management Essentials Course (WME).
- Personal Financial Planner (PFP) within 24 months of hire.
- You’re a certified professional (Quebec).
- 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.
- Registered Retirement Consultant (RRC).
- 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).
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- A benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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