CIBC
Financial Services
FinancialPlanner
Neural analysis suggests this role is
optimal for Senior candidates.
“Financial Planner at CIBC. Skills: Financial planning, Wealth management, Investment strategies. Provide expert financial planning counsel. Specialize in wealth management solutions”
Industry & Context.
Optimize financial planning strategies
What They're Looking For.
Must Have
7 - 10 years of financial advisory/sales experience, Postsecondary degree/diploma, 4 years of relevant experience, Accreditation and good standing as a Registered Representative (RR) with CIRO-ID, CFP upon hire, Accreditation and good standing in CIRO-MFD licensing, Successful completion of CIFC or CSC to support AMF licensing, Registered Retirement Consultant (RRC)
Nice to Have
Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), Completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)
What You'll Do.
Provide expert financial planning counsel
Specialize in wealth management solutions
Partner with CIBC banking centre based advisors
Engage clients in discovery advice conversation
Understand client priorities and family dynamic
Analyze client financial situation
Analyze investment portfolios
Align recommendations to client goals
Prepare holistic financial plans
Present holistic financial plans
Provide clients insights on economic environment
Provide clients insights on market environment
Educate Advisors and relationship managers
Convey factual information
Convey conceptual information
Share results of client discussions
Coordinate delivery of products/services
Make referrals to CIBC subsidiaries
Identify current High Value Clients
Identify potential High Value Clients
Conduct information sessions for relationship managers
Conduct seminars for relationship managers
How You'll Work.
Team & Collaboration
Partnership with advisors; Work with relationship managers; Team with relationship managers
Communication Scope
Presentation skills; Interactive skills
Full 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](https://www.cibc.com/en/about-cibc.html) **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-wo
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