Financial Planning Consultant

We're building a relationship-oriented bank for the modern world, and we're looking for talented professionals who are dedicated to doing what's right for our clients. As a Financial Planning Consultant, you'll be part of our Financial Planning and Advice team, providing expert financial planning counsel to CIBC's clients, including wealth management solutions, estate planning, business transition planning, tax minimization strategies, protection planning, and philanthropy.

Requirements

• Provide subject matter expertise on economic and political impact on the business, legislation, competitors, regulators, trends, etc.
• Analyze customer portfolios and prepare retirement/investment plans
• Educate customers about their investments and their portfolio
• Partnership with relationship managers to identify opportunities to make referrals to other CIBC subsidiaries

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