Financial Planning Consultant

You will be part of CIBCs Financial Planning and Advice team which offers comprehensive financial planning and specialized wealth planning strategies to CIBCs clients including estate planning business transition planning tax minimization strategies protection planning and a CIBC Financial Planning Consultant you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC banking centre based advisors for their clients. The team operates within the Canadian Investment Regulatory Organization (CIRO). Each Financial Planning Consultant will be accredited with their Certified Financial Planning designation (CFP) with Financial Planning Canada and in Quebec the (IQPF) designation.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

The expected annualized base salary for this role is $50000.

This roleis also eligible for variable incentive compensation which varies significantly based on several factors including employee performance.

We are committed to providing fair equitable and competitive compensation opportunities for all employees and encourage open conversations about compensation throughout the recruitment process.

How youll succeed

• Product Knowledge and Support - Provide subject matter expertise of economic and political impact on the business legislation competitors regulators trends etc. typically acquired through 7 - 10 years of financial advisory/sales experience with High Net Worth clients. Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated knowledgeable and high net-worth client group.

• Analysis- Analyzecustomer portfolios and prepare retirement/investment plans. Interview customers to define and analyze their needs and goals find gaps discuss solutions recommend appropriate asset mix and close the sale.

• Service Focus- Educate customers about their investments and their portfolio. Educate Advisors and relationship managers about the role of the Financial Planning Consultant. Very strong interactive/presentation skills sufficient to convey both factual and conceptual information/ideas to clients and the CIBC sales force and to establish and maintain good relationships with clients and colleagues.

• Partnership- Share results of customer discussions and coordinate the delivery of products/services sold with the relationship manager. Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manage.

• Collaboration- maintain teamwork with relationship managers within the branch network in order to identify current and potential High Value Customers with investment business transition and estate planning needs and obtain referrals. Conduct regular information sessions/seminars for relationship managers.

Who you are

• Youre passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity.

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.

• You act like an owner. You thrive when youre empowered to take the lead go above and beyond and deliver results.

• You are a certified professional. You have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is an asset. Status of Registered Representative (if required) or status of IIROC. Successful designation of CFP (Certified Financial Planner) is required.

• You have knowledge in. Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated knowledgeable and high net-worth client group.

• Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.

• Mandarin or Cantonese language skills considered an asset.

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