Financial Planning Consultant
- Full-time
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
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.
#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
CIBC is committed to clarity in our hiring process. All roles posted are opportunities were 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
Vancouver-Georgia&BurrardEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Thinking Client Service Customer Experience (CX) Financial Advising Investment Planning Investment Products Retirement Planning Work CollaborativelyRequired Experience:
Contract
Key Skills
Anti Money Laundering,Advertisement,Catering Operations,Arbitration Law,ASP
Experience: years
Vacancy: 1
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