Financial Planning Consultant

We're building a relationship-oriented bank for the modern world, and we need talented professionals who are dedicated to doing what's right for our clients. As a Financial Planning Consultant, you'll be part of CIBC's Financial Planning and Advice team, providing expert financial planning counsel to clients and working in partnership with banking centre based advisors.

Requirements

• Provide subject matter expertise on industry, economic and market impact on the business, legislation, competitors, regulators, trends, etc.
• Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic
• Provide clients insights on the current economic and market environment and the effect on their investment portfolios
• Collaborate with relationship managers within the banking centre network to identify current and potential High Value Clients

Benefits

• Competitive compensation
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program