CIBC
Financial Services
FinancialPlanningConsultant
Neural analysis suggests this role is
optimal for Senior candidates.
“Financial Planning Consultant at CIBC. Skills: Financial Planning, Wealth Management, Client Counseling. Provide expert financial planning counsel. Specialize in wealth management solutions”
Industry & Context.
Analyze clients financial situation; Identify opportunities to optimize financial planning strategies
What They're Looking For.
Must Have
Certified Financial Planning designation (CFP), Accreditation as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID), Accreditation in CIRO-MFD licensing, Successful completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC), 4 years of relevant experience
Nice to Have
IQPF designation (in Quebec), Registered Retirement Consultant (RRC), CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), 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 banking centre advisors
Respond to client inquiries
Analyze financial situations
Align recommendations to client goals
Prepare holistic financial plans
Educate advisors and relationship managers
How You'll Work.
Team & Collaboration
Work in partnership with CIBC banking centre based advisors; Coordinate delivery of products/services with relationship manager; Discuss opportunities with relationship manager; Work as a team with relationship managers; Conduct information sessions/seminars for relationship managers
Communication Scope
Presentation 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._ This role is 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 you’ll succeed** * **Product Knowledge and Support –** Provide subject matter expertise of industry, economic and market impact on the business,
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