Senior Financial Planner: Lead Client Portfolios & Plans

  • Canadian Imperial Bank of Commerce
  • Apr 14, 2026
Full time Banking

Job Description

A leading financial institution in the UK is seeking a Senior Financial Planner to manage complex client portfolios and deliver comprehensive financial plans. This role involves mentoring a team of advisors and providing exceptional client service. Successful candidates will have a postsecondary degree, relevant experience, and CIRO certification. The position requires flexibility in working hours across multiple banking centres and a strong focus on client relationships and financial expertise.