3 дня назад
Financial Planner II (CIRO-ID)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Planner II (CIRO-ID) (Financial Planning and Investments): Managing and growing a client portfolio through relationship management, comprehensive financial planning, and investment advice with an accent on personalized client solutions, business development, and portfolio growth. Focus on building financial plans, converting local-market leads into clients, providing credit and investment guidance, and developing community connections.
Location: Ottawa-55 Trainyards Drive, Canada; on-site full-time. The role may require working at multiple banking centres within a reasonable travel distance, including evenings and weekends.
Company
CIBC is a relationship-oriented bank providing banking, investment, lending, and financial planning services.
What you will do
- Manage and grow a dedicated client portfolio through relationship management and personalized service.
- Create comprehensive financial plans using CIBC tools and provide trusted investment advice.
- Engage new and existing clients to understand their goals and recommend appropriate credit and investment solutions.
- Develop local-market sales plans, convert leads into clients, and generate referrals.
- Build community connections through local events, marketing, and outreach activities.
Requirements
- Postsecondary degree or diploma and/or four years of relevant experience.
- Current accreditation and good standing as a Registered Representative with CIRO Investment Dealer.
- Personal Financial Planner, Certified Financial Planner, or Qualified Associate Financial Planner designation.
- For Quebec licensing: current AMF accreditation, CIFC or CSC completion, and Registered Retirement Consultant designation.
- Legal eligibility to work in Canada at the specified location, with a valid work or study permit where applicable.
- Strong relationship-building, networking, client service, financial advising, and results-oriented skills.
Nice to have
- CSI/ICB Investment and Taxation Fundamentals Course - Quebec.
- CSI/ICB Legal & Ethical Aspects of Financial Planning Course - Quebec.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan.
- Employee share purchase plan, vacation, wellbeing support, and recognition programs.
- Learning and development opportunities, including a paid Purpose Day.
- Inclusive workplace with accessible candidate support.
Hiring process
- The role may include an attribute-based assessment and skills tests, including French proficiency testing where applicable.
- Artificial intelligence tools may be used during recruitment.
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