Senior Financial Planner

1 month ago

Vancouver, British Columbia, Canada Canadian Imperial Bank of Commerce Full time
Job Title: Senior Financial Planner

We're building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking Team, you'll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.

Key Responsibilities:
  • Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
  • Cultivate your network to establish new client relationships.
  • Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
  • Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
  • Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
Requirements:
  • You find meaning in relationships and surround yourself with a diverse network of partners.
  • You know that relationships and networks are essential to success.
  • You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC) and must meet eligibility requirements for MFDA licensing upon hire.
  • You have 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, and Registered Retirement Consultant (RRC).
What We Offer:
  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.
  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • Senior Financial Planner

    2 days ago

    Vancouver, British Columbia, Canada HM Tax and Accounting Full time

    Job Summary:We are seeking a Senior Financial Planner to join HM Tax and Accounting. The ideal candidate will have 5+ years of experience in planning and administering accounting systems, preparing financial information, statements, and reports, and analyzing financial documents.Responsibilities:Plan, set up, and administer accounting systemsPrepare...

  • Financial Planner

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    1 month ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleScotiabank is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned clients, including retirement...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201089We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Financial Planner RoleRequisition ID: 201089We are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAt Royal Bank of Canada, we are seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAt Royal Bank of Canada, we are seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial planning advice...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAt Royal Bank of Canada, we are seeking a highly motivated and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job Title: Financial PlannerAt Royal Bank of Canada, we are seeking a highly motivated and experienced Financial Planner to join our team. As a Financial Planner, you will be responsible for developing relationships with clients and creating custom investment solutions to help them achieve their long-term goals.Key Responsibilities:Provide tailored financial...

  • Senior Planner

    3 weeks ago

    Vancouver, British Columbia, Canada Vancouver Airport Authority Full time

    Job Title: Senior PlannerAt Vancouver Airport Authority, we are seeking a highly skilled Senior Planner to join our Facilities Maintenance Department. As a key member of our team, you will play a critical role in ensuring the effective maintenance of our airport facilities and assets.Key Responsibilities:Prepare weekly crew block work order scheduling and...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    Role SummaryAs a Financial Planner at Scotiabank, you will be a key member of the branch sales team, responsible for driving business growth and delivering exceptional customer experiences. Your primary focus will be on establishing and deepening relationships with existing customers, as well as acquiring new ones through effective sales and marketing...

  • Senior Media Planner

    1 month ago

    Vancouver, British Columbia, Canada Noise Full time

    Job Title: Senior Media PlannerWe are seeking a highly skilled Senior Media Planner to join our team at Noise. As a Senior Media Planner, you will be responsible for planning, strategizing, and fulfilling digital media-related activities for assigned clients.Key Responsibilities:Contribute to setting departmental goals that align with the strategic plan and...

  • Senior Media Planner

    1 month ago

    Vancouver, British Columbia, Canada Noise Full time

    Job Title: Senior Media PlannerWe are seeking a highly skilled Senior Media Planner to join our team at Noise. As a Senior Media Planner, you will be responsible for planning, strategizing, and fulfilling digital media-related activities for assigned clients.Key Responsibilities:Contribute to setting departmental goals that align with the strategic plan and...

  • Financial Planner

    3 weeks ago

    Vancouver, British Columbia, Canada Scotiabank Full time

    As a Financial Planner at Scotiabank, you will be a key member of the branch sales team responsible for contributing to the team's overall success by meeting/exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of customers. Your primary role is to establish/deepen investment and primary banking...

  • Financial Planner

    4 weeks ago

    Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Financial Planner at Royal Bank of Canada, you will create custom investment solutions for prospective and existing clients. You will work alongside internal partners who send client referrals your way, and your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help...