Financial Planning Consultant
Description
As a Financial Planning Consultant at CIBC, you will be a key part of the Financial Planning and Advice team, providing expert financial planning counsel, particularly in wealth management solutions, to CIBC's clients. You will work in partnership with banking centre-based advisors, focusing on comprehensive financial planning strategies including estate planning, business transition planning, tax minimization, protection planning, and philanthropy. The role involves engaging with clients to understand their financial priorities, analyzing their financial situation and investment portfolios, and preparing holistic financial plans.
What We're Looking For
Provide subject matter expertise in industry, economic, and market impact on business, legislation, competitors, and trends.,Engage clients in discovery advice conversations to understand and analyze their priorities and family dynamics.,Identify opportunities to optimize financial planning strategies, build wealth, and recommend aligned solutions.,Analyze clients' financial situations and investment portfolios.,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 the relationship manager.,Identify opportunities for referrals to other CIBC subsidiaries involved in client asset management.,Work collaboratively with relationship managers to identify current and potential High Value Clients with investment, business transition, and estate planning needs and obtain referrals.,Conduct regular information sessions/seminars for relationship managers.
Ideal Candidate
Certified Financial Planning (CFP) designation with Financial Planning Canada, and if in Quebec, the (IQPF) designation.,Canadian Securities Course (CSC).,Conduct and Practices Handbook Course (CPH) is an asset.,Status of Registered Representative (if required) or status of IIROC.,Extensive investment knowledge and expertise.,Strong understanding of markets sufficient to respond to detailed and complex inquiries from high net-worth clients.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.
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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