Finance Lead supporting high - growth Services organization at HP with financial processes and analyses. Partnering with global teams to create profitable growth and shareholder value in the organization.
About the role
- Senior Financial Planner at CIBC managing complex client portfolios and mentoring advisors. Providing financial planning and exceptional service to clients across multiple locations in Canada.
Responsibilities
- Manage and grow a complex client portfolio through key relationship management.
- Create comprehensive financial plans and provide exceptional client service.
- Deliver on CIBC’s Imperial Service approach.
- Mentor a team of advisors to problem solve and provide comprehensive financial advice.
- Help clients to secure their futures, own homes, and set up businesses.
- Work banking centre hours which may include evenings and weekends.
- Work at multiple banking centres within a reasonable travel distance.
Requirements
- Postsecondary degree/diploma and/or 4 years of relevant experience.
- Certified professional Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
- Current accreditation and good standing for CIRO-ID licensing.
- Certified professional (Quebec).
- 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).
- Asset: Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
- Asset: Completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- 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 growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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