Financial Planning Strategist
Description
The Financial Planning Strategist at CIBC supports Relationship Managers and high-net-worth clients by performing comprehensive financial planning analyses and implementing tailored strategies. This role involves reviewing financial statements, gathering necessary data, evaluating various scenarios, and delivering financial plans to clients while discussing potential options. The strategist also aids the Wealth Strategies team with client support.
What We're Looking For
Perform financial planning analyses, including reviewing financial statements and gathering data.,Evaluate alternative financial planning scenarios and considerations.,Adapt computer-generated financial planning outputs into a polished, branded format.,Deliver financial plans to clients and engage in discussions about potential planning options.,Provide client support to the Wealth Strategies team.,Engage with clients in a discovery advice conversation to understand, define, and analyze their priorities and family dynamics.,Identify opportunities to optimize financial planning strategies and recommend solutions.
Ideal Candidate
Extensive investment knowledge and expertise.,Strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated client group.,Ability to analyze clients' financial situation and investment portfolios.,Strong interactive and presentation skills to convey both factual and conceptual information.
Hard Skills
Soft Skills
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.