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Last updated: 1 day ago
  • Promoted
Financial Planning Consultant

Financial Planning Consultant

Canadian Imperial Bank of CommerceBradford West Gwillimbury, ON, CA
Full-time
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 CIBC, we embrace your strength...Show moreLast updated: 1 day ago
Senior Highway Designer

Senior Highway Designer

McIntosh PerryOntario, CA
Full-time
Are you ambitious and looking to make the right move in your career? Now is the perfect time to join Egis.Egis is experiencing substantial growth in North America, highlighted by our recent acquisi...Show moreLast updated: 30+ days ago
Sales Associate (Brick Specialist) - Sherway Gardens

Sales Associate (Brick Specialist) - Sherway Gardens

The LEGO GroupOntario
Part-time
Are you excited to deliver inspirational retail experiences to LEGO® fans of all ages?.Join the LEGO® Brand Retail team as a Seasonal “Brick Specialist” and provide inspirational guest experiences ...Show moreLast updated: 30+ days ago
Sport Program Workshop Facilitator

Sport Program Workshop Facilitator

Dare to CareOntario
Full-time
The employer is committed to creating an inclusive and diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment w...Show moreLast updated: 30+ days ago
BizTalk designer

BizTalk designer

Juventus ConsultingOntario
Full-time
We are looking for a senior BizTalk Developer / Designer with a solid track record and expertise in EDI for BizTalk.The EDI component is crucial, as the BizTalk designer will be working very closely ...Show moreLast updated: 30+ days ago
Sr. SharePoint Developer

Sr. SharePoint Developer

Medavie Blue CrossON, CA
Full-time +1
What makes us a different kind of employer?.As a national health solutions partner, Medavie is committed to improving the wellbeing of Canadians — and in our digital-first culture, technology is ke...Show moreLast updated: 30+ days ago
H&M Sales Advisor

H&M Sales Advisor

H&M GroupInnisfil, Ontario, Canada
Part-time
As a Sales Advisor youll be responsible for providing excellent customer service welcoming & guiding customers through your store to actively sell our products and providing customers with supp...Show moreLast updated: 30+ days ago
  • Promoted
Facteur rural et suburbain de relève en disponibilité 1

Facteur rural et suburbain de relève en disponibilité 1

Canada PostBradford West Gwillimbury, ON, CA
Temporary
Sélectionnez la fréquence (en jours) de réception d’une alerte : .Facteur rural et suburbain de relève en disponibilité 1. Lieu de travail : Bradford, ON, CA.Numéro de la demande d’emploi : .Factrices et...Show moreLast updated: 15 days ago
LANDSCAPE DESIGNER

LANDSCAPE DESIGNER

Green Careers CanadaOntario, CA
Full-time
Create an integrated master plan which includes drawings with specifications and detailed descriptions for landscaped environments including installation of plants, flowers, trees, shrubs; and cons...Show moreLast updated: 30+ days ago
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Financial Planning Consultant

Financial Planning Consultant

Canadian Imperial Bank of CommerceBradford West Gwillimbury, ON, CA
1 day ago
Job type
  • Full-time
Job description

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

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As 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.

How you’ll succeed

  • Product Knowledge and Support – Provide subject matter expertise of industry, economic and market 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 – Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic, identifying opportunities to optimize financial planning strategies to build wealth and recommend solutions that align. Analyze clients financial situation and investment portfolios and align recommendations to clients goals. Prepare and present holistic financial plans using CIBC financial planning tools that encompass retirement, education, intergenerational estate considerations while incorporating future income requirements and consideration.
  • Service Focus – Provide clients insights on the current economic and market environment and the effect on their investment portfolios. Educate Advisors and relationship managers about the role and the value proposition of the Financial Planning Consultant utilizing strong interactive and presentation skills to convey both factual and conceptual information.
  • Partnership – Share results of client 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 manager.
  • Collaboration – Work as a team with relationship managers within the banking centre network in order to identify current and potential High Value Clients with investment, business transition and estate planning needs and obtain referrals. Conduct regular information sessions / seminars for relationship managers.

Who you are

  • You're 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 it's the right thing to do.
  • You act like an owner. You thrive when you're 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). Conduct and Practices Handbook Course (CPH) is required. Status of Registered Representative (if required) or status of IIROC. Successful designation of CFP (Certified Financial Planner) is required. If in Quebec, the (IQPF) designation is required.
  • You have knowledge. 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.
  • #LI-TA

    What CIBC Offers

    At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program
  • , defined benefit pension plan
  • , an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
  • Subject to plan and program terms and conditions
  • What you need to know

  • CIBC 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, please contact Mailbox.careers-carrieres@cibc.com
  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
  • 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.
  • We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
  • We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
  • Job Location

    Bradford-549 Holland St., W.

    Employment Type

    Regular

    Weekly Hours

    37.5

    Skills

    Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively

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