Accounting & Finance

Client-Centric Financial Planner II

CIBC

Brampton · Peel Region · Canada

CIBC is seeking a Financial Planner in the Imperial Service Team to manage a dedicated client portfolio and deliver comprehensive financial plans. You will provide trusted investment advice and leverage a broad range of credit and investment solutions to help clients meet today’s needs and tomorrow’s goals.

You’ll engage with clients to build lasting relationships, travel between nearby banking centres, and work on-site full-time in a fast-paced environment focused on client experience.

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Reference: WJ-3875_13072975

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