Investment banker Jobs in Duncan, BC

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 Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s high net worth 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 branch based advisors. The team operates within The Canadian Investment Regulatory Organization (CIRO) framework and the entire team (100%) must be Certified Financial Planners (CFP).

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 $50,000.

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

How you’ll 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

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.

What you need to know

Job Location

Duncan-16 Station St

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Planning, Client Service, Customer Experience (CX), Financial Advising, Financial Planning, Financial Products, Goal Planning, High Net Worth Individuals, Investment Planning, Investment Products, Product Solutions, Retirement Planning, Trusts and Estate Planning, Wealth Management, Wealth Planning, Work Collaboratively

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