Financial Planning Consultant
Description
The Financial Planning Consultant at CIBC is a key member of the Financial Planning and Advice team, providing expert financial planning counsel to clients. This role involves developing comprehensive financial plans, including wealth management strategies, estate planning, business transition planning, tax minimization, protection planning, and philanthropy. The consultant works in partnership with banking centre-based advisors to assist high-value clients and delivers tailored advice to meet their financial goals and optimize wealth.
What We're Looking For
Engage with clients in discovery advice conversations to understand 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, covering retirement, education, intergenerational estate considerations, and future income requirements.,Share client discussion results and coordinate product/service delivery 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 and obtain referrals from current and potential High Value Clients.,Conduct regular information sessions/seminars for relationship managers.,Provide highly specialized advice on complex financial planning aspects such as retirement planning, goal planning, life & wealth protection, milestones & purchases, succession planning, and tax planning.,Stay updated with economic and financial environments, market conditions, trends, and legislative changes.,Coach and support a team of advisors (for a Senior Financial Planner role mentioned in [5], which may be similar to this consultant role).
Ideal Candidate
Financial planning designation (CFP or PFP or IQPF in Quebec) in good standing.,LLQP or STEP designations are an asset.,Completed the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC).,Meets requirements for CIRO or AMF licensing.,In Ontario, must hold an approved accreditation from an approved credentialing body, in accordance with the Financial Professionals Title Protection Act and regulations.
Hard Skills
Soft Skills
Work Hours
Flexible banking centre hours, including evenings and weekends.
Benefits
Special Commitments
Must be flexible to work at multiple banking centres within a reasonable travel distance.
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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