Financial Representative

2 weeks ago

Richmond Hill, Ontario, Canada Canadian Imperial Bank of Commerce Full time
Financial Planning Consultant page is loaded Financial Planning Consultant

Apply locations Richmond Hill, ON time type Full time posted on Posted 4 Days Ago job requisition id We're building a relationship-oriented bank for the modern world.

You will be part of CIBC's Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC's clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy.

As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC banking centre based advisors for their clients.

The team operates within the Canadian Investment Regulatory Organization (CIRO).

Each Financial Planning Consultant will be accredited with their Certified Financial Planning designation (CFP) with Financial Planning Canada and in Quebec the (IQPF) designation.


Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

typically acquired through years of financial advisory/sales experience with high net worth clients.

Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.

Analysis – Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic, identifying opportunities to optimize financial planning strategies to build wealth and recommend solutions that align.

Analyze clients financial situation and investment portfolios and align recommendations to clients goals.

Prepare and present holistic financial plans using CIBC financial planning tools that encompass retirement, education, intergenerational estate considerations while incorporating future income requirements and consideration.

Service Focus – Provide clients insights on the current economic and market environment and the effect on their investment portfolios.

Educate Advisors and relationship managers about the role and the value proposition of the Financial Planning Consultant utilizing strong interactive and presentation skills to convey both factual and conceptual information.

Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manager.

Collaboration – Work as a team with relationship managers within the banking centre network in order to identify current and potential High Value Clients with investment, business transition and estate planning needs and obtain referrals.

You find meaning in relationships, and surround yourself with a diverse network of partners. Conduct and Practices Handbook Course (CPH) is an asset .

Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.

We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office).

Analytical Thinking, Client Relationship Management, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

#

  • Financial Service Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada Progressa Financial Inc. Full time

    ProgressaProgressa helps tens of thousands of Canadians improve their financial health by paying off outstanding debt and collection items, resulting in improved credit and getting them back to living their life.Reason to Join ProgreesaAt Progressa, we are a diverse group whose goal is to achieve measurable improvement to our customers' financial health. To...

  • Financial Service Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada Progressa Financial Inc. Full time

    ProgressaProgressa helps tens of thousands of Canadians improve their financial health by paying off outstanding debt and collection items, resulting in improved credit and getting them back to living their life.Reason to Join ProgreesaAt Progressa, we are a diverse group whose goal is to achieve measurable improvement to our customers' financial health. To...

  • Vice-president - Financial, Communications and

    2 weeks ago

    Richmond Hill, Ontario, Canada A.T. Financial Group Inc. Full time

    Education: College/CEGEP Experience: 2 years to less than 3 years- or equivalent experienceTasks: Allocate material, human and financial resources to implement organizational policies and programs Authorize and organize the establishment of major departments and associated senior staff positions Establish financial and administrative controls; formulate and...

  • Financial Services Representative II

    4 weeks ago

    Richmond Hill, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Chief Financial Officer

    2 weeks ago

    Richmond Hill, Ontario, Canada Almadev Inc. Full time

    Education: Bachelor's degree Experience: 5 years or moreTasks: Allocate material, human and financial resources to implement organizational policies and programs Establish objectives for the organization and formulate or approve policies and programs Represent the organization, or delegate representatives to act on behalf of the organization, in negotiations...

  • Customer Service Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada BMO Financial Group Full time

    11680 Yonge Street Richmond Hill Ontario,L4E 0K4This role is at Yonge and Towerhill and is a guaranteed 18.5 hours a week.Mandarin is highly preferredDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...

  • Territory Sales Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada Nestle Operational Services Worldwide SA Full time

    Position SnapshotBusiness areas:Nestlé ProfessionalJob title:Territory Sales RepresentativeLocation:Calgary & Southern Alberta: Remote in the fieldBenefits: Comprehensive total rewards benefits package including Health and Dental benefits that start on day one of employment Company matched pension plan Three weeks of Vacation and four personal days...

  • Sales Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada The Humberview Group Full time

    City Buick Chevrolet Cadillac GMC is currently looking for two Sales Representative to join their team in North York.Our Sales Representatives are responsible for selling and leasing new and pre-owned vehicles and creating lasting relationships with customers.Purchasing a vehicle is an exciting time The Sales Representative will walk customers through the...

  • Chief Financial Officer

    2 weeks ago

    Richmond Hill, Ontario, Canada WELLANDING IMMIGRATION INC Full time

    Durée de l'emploi: Permanent Langue de travail: Anglais Heures de travail: 40 hours per week Education: Expérience:Education: Master's degreeAsset languages: MandarinWork setting: Business services Consulting firmTasks: Allocate material, human and financial resources to implement organizational policies and programs Authorize and organize the...

  • Partner Support Specialist

    2 weeks ago

    Richmond Hill, Ontario, Canada Progressa Financial Inc. Full time

    ProgressaProgressa helps tens of thousands of Canadians improve their financial health by paying off outstanding debt and collection items, resulting in improved credit and getting them back to living their life.Reason to Join ProgreesaAt Progressa, we are a diverse group whose goal is to achieve measurable improvement to our customers' financial health. To...

  • Financial Advisor Assistant

    2 months ago

    Richmond Hill, Ontario, Canada niche recruitment Full time

    New Client Onboarding ExperienceComplete online insurance applications with new clientsComplete and submit new DocuSign investment applicationsEnsure all documents are fully compliant including KYC, Fund Facts, Reason Why, etcComplete and submit all IFA loan applications and collect required financials as neededManage and update Equisoft CRM with updated...

  • Customer Service Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada Reinhart Foods Full time

    Reinhart Foods Ltd. is a family business, with over 120 years of experience in delivering quality products (GFSI FSSC 22000 certified) and superior service to North American markets. Reinhart is Canada's leading producer of vinegars, maraschino cherries, and glace fruit as well as a respected manufacturer of dates and alcoholic cider. Reinhart produces...

  • Insurance Broker

    2 weeks ago

    Richmond Hill, Ontario, Canada Western Financial Group Full time

    We are one of Canada's Top Employers, Join UsWe will train you Multiple locations hiring - You will get your RIBO License within your first 3 months with us, and you will have access to further resources to advance your knowledge, training, and ultimately, your career. In this role you will help our customers make important policy coverage decisions so they...

  • Business Development Representative, Ontario

    2 weeks ago

    Richmond Hill, Ontario, Canada Nestle Full time

    A little bit about usNestlé Professional is the global foodservice leader in developing and manufacturing innovative food and beverage solutions, and beverage equipment systems that enable foodservice operators across all channels to delight their customers and grow their businesses. We are the trusted Partner of Choice in the Out of Home Channel, providing...

  • Field Marketing Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada Kognitive Sales Solutions Full time

    Kognitive Sales Solutions, is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Field Marketing Representative, you will be educating clients and offering President's Choice Financial Products on behalf of one of the most trusted and iconic Canadian brands.*Responsibilities: Educate...

  • Real Estate Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada Starbucks Full time

    Now Brewing - real estate representative, store development #tobeapartnerFrom the beginning, Starbucks set out to be a different kind of company. One that not only celebrated coffee and the rich tradition, but that also brought a feeling of connection. We are known for developing extraordinary leaders who share this passion and are guided by their service to...

  • Financial Analyst

    2 weeks ago

    Richmond Hill, Ontario, Canada Vaco Full time

    Support reporting (P&L, balance sheet, management binder, capex, intercompany, etc), analyze P&L results against forecast/budget/prior year, understand and report on variances, analyze trends and highlight issuesComplete month end close activities, including journal entry analysis and preparations, book to physical reconciliations, material expense analysis...

  • Deficiency Sales Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada Johnson Controls International Full time

    Unleash your potential with the Johnson Controls teamAs a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join our winning team and pave the way for a bright future. With our extensive reach across various industries worldwide, our teams are uniquely...

  • Field Marketing Representative- Bilingual Tagalog

    2 weeks ago

    Richmond Hill, Ontario, Canada Kognitive Sales Solutions Full time

    Kognitive Sales Solutions, is seeking highly motivated sales-oriented individuals who can create excitement and connections with consumers in-store. As a Field Marketing Representative, you will be educating clients and offering President's Choice Financial Products on behalf of one of the most trusted and iconic Canadian brands. *Responsibilities: Educate...

  • Inside Sales Representative

    2 weeks ago

    Richmond Hill, Ontario, Canada United Restaurant Supplies Full time

    United TrimenOur employees exhibit a friendly, collaborative, team-oriented focus on serving our customers with urgency and attention to detail.Our culture is built on a set of Cornerstone values we believe make us unique:Our customers come first. We're driven to exceed their expectations by listening, leading, solving problems, and delivering what we...