Financial Planning Consultant - Whitby, ON
Description
This role is with CIBC's Financial Planning and Advice team, focusing on providing comprehensive financial planning and specialized wealth planning strategies, including estate planning, business transition, tax minimization, protection planning, and philanthropy. The consultant will deliver expert financial planning counsel and wealth management solutions in partnership with CIBC banking centre advisors, engaging clients to understand their financial priorities and goals.
What We're Looking For
Provide expert financial planning counsel specializing in wealth management solutions.,Partner with CIBC banking centre-based advisors to serve their clients.,Offer comprehensive financial planning and specialized wealth planning strategies (estate planning, business transition planning, tax minimization strategies, protection planning, philanthropy).,Apply subject matter expertise of industry, economic, and market impacts.,Engage clients in discovery advice conversations to understand and analyze their priorities and family dynamics, identifying opportunities to optimize financial planning strategies.,Analyze clients' financial situations and investment portfolios, aligning recommendations with their goals.,Prepare and present holistic financial plans using CIBC tools, encompassing retirement, education, intergenerational estate considerations, and future income requirements.,Provide clients with insights on the current economic and market environment and its effect on their investment portfolios.,Educate Advisors and relationship managers about the role and value proposition of the Financial Planning Consultant.,Share results of client discussions and coordinate the delivery of products/services with relationship managers.,Identify opportunities for referrals to other CIBC subsidiaries involved in client asset management.,Collaborate with relationship managers within the banking centre network to identify current and potential High Value Clients with investment, business transition, and estate planning needs.,Conduct regular information sessions/seminars for relationship managers.
Ideal Candidate
Certified Financial Planner (CFP) designation with Financial Planning Canada (IQPF designation if in Quebec).,Completed Canadian Securities Course (CSC).,Completed Conduct and Practices Handbook Course (CPH).,Status of Registered Representative (if required) or status of IIROC.,7-10 years of financial advisory/sales experience with high net worth clients.,Extensive investment knowledge and expertise.,Strong understanding of markets.
Minimum Education
CFP/IQPF, CSC, CPH Certifications
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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