Location
edmonton
Job Type
Full-time
Posted
June 18, 2026
Job Description
Become a key player at CIBC as a Financial Planner in Southeast Edmonton. Deliver personalized financial advice while managing a robust client portfolio.
As you engage with clients in this pivotal role, you will develop comprehensive financial strategies that align with their future goals. Your relationship management skills will enhance client trust, ensuring satisfied and loyal customers. Additionally, you will provide guidance to a team, promoting a culture of collaboration and excellence within the banking center.
Key Responsibilities:
• Build and manage client financial portfolios effectively
• Deliver tailored investment and financial advice
• Mentor fellow advisors to elevate team performance
• Analyze market trends to inform strategy
• Create relationships that drive client satisfaction
Requirements:
• 4 years of relevant industry experience
• CIRO-ID certification in good standing
• Proficiency in financial advising and portfolio management
...
As you engage with clients in this pivotal role, you will develop comprehensive financial strategies that align with their future goals. Your relationship management skills will enhance client trust, ensuring satisfied and loyal customers. Additionally, you will provide guidance to a team, promoting a culture of collaboration and excellence within the banking center.
Key Responsibilities:
• Build and manage client financial portfolios effectively
• Deliver tailored investment and financial advice
• Mentor fellow advisors to elevate team performance
• Analyze market trends to inform strategy
• Create relationships that drive client satisfaction
Requirements:
• 4 years of relevant industry experience
• CIRO-ID certification in good standing
• Proficiency in financial advising and portfolio management
...