Senior Financial Planner at CIBC (Alberta)

Elevate your career as a Senior Financial Planner with CIBC in South Edmonton. Focus on managing complex client portfolios and delivering exceptional financial advice through key relationship management. As a member of the Personal and Business Banking Team, your expertise will drive client satisfaction and retention. You will mentor a team of advisors while crafting comprehensive financial plans tailored to client needs. Flexibility in your work presence, whether on-site or remote, will ensure optimum client engagement and service. Key Responsibilities: • Manage complex client portfolios with engagement and precision • Deliver comprehensive financial plans for various client needs • Mentor and support advisors in delivering quality service • Cultivate current client relationships through networking • Analyze local market trends to improve client acquisition Requirements: • Post-secondary degree and 4 years relevant experience • Certified professional with CIRO‑ID licensing • Proven client management and relationship-building skills • Strong analytical and investment planning expertise • Commitment to teamwork and accountability Empower clients towards financial success while enhancing your leadership skills at CIBC. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pkvbl