Sr. Financial Planning Consultant Job Openings by CIBC in Oshawa

Job Title Sr. Financial Planning Consultant Job Openings Oshawa CIBC
Pub Date 30+ days ago
Company CIBC
Location Oshawa

CIBC Careers 2020 - CIBC is seeking a new worker to apply Sr. Financial Planning Consultant, that will be placed in Oshawa. You will receive a better potential customer along with less dangerous life sometime soon. Becoming a member of this company makes a person able to carry out the ones aim much easier as well as produce the desire becoming reality.

To help the corporation perspective along with mission come on right CIBC is actually open of fresh placement since October 2020. Everybody who are considering filling this specific vacant, you need to take a part in this Sr. Financial Planning Consultant recruitment. If you will be the one which may fill up qualifications, you can try to see further info about Sr. Financial Planning Consultant Job Openings below.

CIBC Job Vacancies 2020

Sr. Financial Planning Consultant Job Opening in Oshawa

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At , we embrace your strengths and your ambitions so you feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.

To learn more about , please visit .com

Job Description

What You'll Be Doing

You’ll be joining ’s Personal & Business Banking. You’ll manage and grow a complex client portfolio by providing dedicated relationship management, comprehensive financial services support, and exceptional client service. As a Senior Financial Planning Consultant, you’ll expertly deliver on ’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide comprehensive financial advice, enabling clients to secure their futures, own their homes, and build their businesses.

How You'll Succeed

  • Client EngagementFocus on each client experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted investment advice and providing comprehensive financial planning support. Cultivate your network to establish new client relationships.
  • Business Expertise – Become an expert in local market trends and potential client bases, creating a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Leverage your experience in investment, retirement, and credit planning to provide a comprehensive and personalized plan that will result in satisfied, loyal clients and increased referrals.
  • Leading and Mentoring – As a seasoned financial professional, provide coaching and support to a team of advisors. Maintain a collaborative work environment and support the team as they make informed decisions that benefit both the client and .

Who You Are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You are a bold and authentic leader. You're passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams.
  • You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
  • You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
  • You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing, CFP upon hire. Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), Personal Financial Planner (PFP) are an asset.
  • Values matter to you . You bring your real self to work and you live our valuestrust, teamwork, and accountability.

What Offers

At , our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

  • Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
  • Connect : Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities and individual development planning
  • Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan

What You Need to Know

  • is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation during the application or interview process, please contact[at]
  • 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

Job Location

Oshawa-1371 Wilson Rd N

Employment Type


Weekly Hours


As one of the leading companies in Canada, CIBC offers variety of opportunities for employees to grow and make them as future leaders of the professional and disciplined. CIBC also offers a dynamic work environment in order to encourage employees to give optimally, and at the same time, you are able to work up new skills and erudition through the company programs.

If You are interested to submit an application for Sr. Financial Planning Consultant Job Openings Oshawa October 2020 by CIBC, please prepare requirements files and documents as soon as possible. To apply by online, please click the "Apply" button below. If you still do not satisfy with a job above, you can try to read more jobs list in Oshawa region from another company below.

Related Jobs in Oshawa October 2020

  Curatorial Assistant

  Canadian Automotive Museum -   Oshawa | Pub date : 21 October 2020

Conduct guided tours of museums, gallery exhibitions and historical, heritage and other sites, answer inquiries and provide information.

  Cashier FT

  Shoppers Drug Mart -   Scarborough | Pub date : 21 October 2020

Take ownership of your work and find more ways to care about your patients, co-workers, customers and community. Strong computer and register skills.

  Delivery Driver (part Or Full Time) With DoorDash - Make Up To $16/hour

  DoorDash -   Oshawa | Pub date : 21 October 2020

We empower local businesses and local drivers (called Dashers) with opportunities to earn, work, and live. Social security number (only in United States).

  Stores Coordinator

  Atlantic Packaging Products Ltd. -   Whitby | Pub date : 21 October 2020

Receive and sort incoming parts and supplies. Maintain records of orders and the amount, kind and location of parts and supplies on hand using manual or…

  Beauty Boutique Expert PT

  Shoppers Drug Mart -   Oshawa | Pub date : 21 October 2020

Take ownership of your work and find more ways to care about your patients, co-workers, customers and community. Why work in a Shoppers Drug Mart store?