Senior Financial Planning and Advice Coach-Bilingual

OverviewSenior Financial Planning and Advice Coach-Bilingual at CIBC. This role provides bilingual financial planning and advice over the phone in English and French to the CIBC and Wood Gundy advisory sales force, enabling advisors to deliver personalized planning and advice to personal and business clients.What You’ll Be DoingYou’ll join the team as a Senior Financial Planning and Advice Coach reporting to the Director of the Financial Planning and Advice Centre. As a bilingual coach, you’ll provide accurate, timely and comprehensive advice and information over the phone in English and French. You’ll respond to inquiries through a 1-800 line or mailbox, covering a broad spectrum of topics and complexity related to financial planning and advice. Your responses will be tailored to clients’ financial objectives and needs to ensure plans prepared by our advisors are of the highest quality. You’ll build and update content and deliver advice and planning-related training in intake programs and participate in or lead internal or partner projects by leveraging information and subject-matter expertise. You will also be a backup for the Planning Effectiveness program by completing plan reviews and conducting calls with advisors and leaders. Remote work is supported with on-site presence on occasion.Deliver on-demand financial planning expertise and integrated financial solutions for personal and business clients, including investments, retirement, education planning, trusts and estates, debt management, insurance, tax considerations, wealth management solutions, and online tools.Proactively provide information and advice and flag planning opportunities to help the sales force anticipate client needs in a professional, consistent way.Maintain expert knowledge of market trends, products, regulatory matters, and external resources to assist in problem resolution.Build content and facilitate delivery of on-site or remote workshops; create and update online resources and tools.Provide high-level partnership and advice to internal Advisory and management teams; contribute as a subject matter expert to internal and partner initiatives.Who You AreYou're a certified professional with current accreditation and in good standing in the IQPF or CFP designation. A Registered Retirement Consultant (RRC) designation or commitment to attain within 12 months is preferred. An account designation such as CA or CGA is a plus.Minimum of 3 years of practical experience as a Financial Planner with strong wealth management knowledge.Client-focused with the ability to engage with purpose and find the right solutions.Ability to interpret data, investigate complex problems, and communicate detailed information clearly.Willingness to embrace change and continuously improve.Fluency in French and English is an asset.Values alignment with trust, teamwork and accountability.What CIBC OffersCompetitive compensation with incentive pay, benefits, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program.Modern spaces and tools to collaborate and create innovative client solutions.Culture that supports growth through initiatives like Purpose Day, a paid day off for personal development.Subject to plan terms and conditions.What You Need To KnowCIBC is committed to inclusion and accessibility; accommodations are available upon request at Mailbox.careers-carrieres@cibc.com.You must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.Applicants may complete assessments and tests (e.g., skills, French proficiency, MS Office) as part of the process to learn more about you and the role.Job DetailsJob Location: Toronto, 81 Bay Street, 12th FloorEmployment Type: RegularWeekly Hours: 37.5 #J-18808-Ljbffr