Cibc
Finance
FinancialPlanningAdvisor
“Financial Planning Advisor at Cibc. Skills: Financial Planning, Wealth Management, Client Relationship Management. Understand the unique and complex needs of their high net worth clients. Offer recommendations to optimize and grow the clients’ wealth”
What You'll Achieve.
Achieve your clients’ goals
Industry & Context.
This role may require frequent travel, Legally eligible to work at the location(s) specified above, Valid work or study permit, Attribute-based assessment, Skills test (such as simulation, coding, French proficiency), Artificial intelligence tools during the recruitment process
What They're Looking For.
Must Have
Expert financial planner, Superior financial planning skills, Proven success in developing comprehensive financial plans for HNW and UHNW clients, Extensive experience working with High Net Worth clients, CPA, CA, CFP
Nice to Have
LLB, TEP, FEA
What You'll Do.
Understand the unique and complex needs of their high net worth clients
Offer recommendations to optimize and grow the clients’ wealth
Develop a holistic and integrated wealth management strategy
Prepare and present comprehensive financial plans that meet existing and prospective client’s needs and objectives for HNW clients
Work with the client’s other external advisors as appropriate (i. e. lawyers and accountants) in gathering and validating information to support development of plans and recommendations
Lead the development of an integrated financial plan for new and existing HNW clients
Assemble a multi-disciplined team to develop innovative domestic and global solutions for the client’s personal and business needs (banking
estate and trust planning
charitable giving etc.)
How You'll Work.
Team & Collaboration
Work proactively with your team and internal and external partners and other trusted advisors to lead the development of an integrated financial plan for new and existing HNW clients; Assemble a multi-disciplined team to develop innovative domestic and global solutions for the client’s personal and business needs
Communication Scope
Prepare and present comprehensive financial plans
Applying for this Financial Planning Advisor role?
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