Financial Planning Consultant

5 months ago

Brossard, 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 what they contribute.

To learn more about CIBC, please visit

What You’ll Be Doing

You will be part of CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s high net worth 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 branch based advisors. The team operates within the Investment Industry Regulatory Association of Canada (IIROC) framework or the Mutual Funds Dealer Association (MFDA) and the entire team (100%) must be Certified with the Institut québécois de planification financière (IQPF).
- At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote._

How You’ll Succeed-
- Analysis
- Analyze customer portfolios and prepare retirement/investment plans. Interview customers to define and analyze their needs and goals, find gaps, discuss solutions, recommend appropriate asset mix and close the sale.- Service Focus
- Educate customers about their investments and their portfolio. Educate Advisors and relationship managers about the role of the Financial Planning Consultant. Very strong interactive/presentation skills sufficient to convey both factual and conceptual information/ideas to clients and the CIBC sales force and to establish and maintain good relationships with clients and colleagues.- Partnership
- Share results of customer discussions and coordinate the delivery of products/services sold with the relationship manager. Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manage.- Collaboration
- maintain teamwork with relationship managers within the branch network in order to identify current and potential High Value Customers with investment, business transition and estate planning needs and obtain referrals. Conduct regular information sessions/seminars for relationship managers.

Who You Are- You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.- You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.- You are a certified professional. You have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is an asset. Status of Registered Representative (if required) or status of IIROC. Successful designation of IQPF.- You have knowledge in. 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.- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- 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.- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions

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

Brossard-Place Portobello

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Analytical Thinking, Client Rel

  • Strategic Financial Consultant

    3 hours ago

    Brossard, Quebec, Canada BMO Full time

    OverviewBMO, a leading financial institution, is seeking a skilled Strategic Financial Consultant to join our team. This role offers a unique opportunity to make a meaningful impact on the lives of our clients and contribute to the growth and success of the company.

  • Senior Financial Services Consultant

    3 hours ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    As a Senior Financial Services Consultant at Royal Bank of Canada, you will have the opportunity to work with a dynamic and collaborative team to provide world-class advice and solutions to clients.About the RoleThis is a full-time position offering unlimited earning potential and comprehensive benefits. As an RBC employee, you will be part of a progressive...

  • Financial Planning Expert

    3 weeks ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Opportunity OverviewAs a Financial Planner Relationship at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. You will provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing...

  • Senior Financial Planning Specialist

    3 weeks ago

    Brossard, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of our team, you will have the opportunity to manage and grow a portfolio of mass affluent clients. Your primary responsibility will be to provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services.Key...

  • Financial Planning and Investment Advisor

    3 weeks ago

    Brossard, Quebec, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Investment Advisor to join our team at BMO. As a key member of our virtual financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.Key Responsibilities:Provide financial planning and investment advice to clients to deliver...

  • Financial Planning and Analysis Partner

    2 days ago

    Brossard, Quebec, Canada Decathlon Full time

    Mission At Decathlon, our mission is to move people through the wonders of sport. As a Finance Business Partner, you will play a crucial role in supporting our leaders in creating value and driving strategic decisions. Profile We are looking for a talented individual to join our team as a Finance Business Partner. Your primary responsibility will be to...

  • Manager, Financial Planning and Analysis

    5 months ago

    Brossard, Canada 123Dentist Full time

    123Dentist is Canada’s largest majority dentist-owned network of dental practices, with more than 400 locations nationwide and over 6,000 employees. We offer professional advancement opportunities, competitive compensation, corporate sponsored incentive programs such as phantom stock option plan for full-time employees (a **first** of its kind in the...

  • Consultant(E), Services Aux Concessionnaires

    1 month ago

    Brossard, Canada iA Groupe financier iA Financial Group Full time

    **Employeur**: iA Groupe financier - **Bureau**: 1000 rue Du Lux - **Principal lieu de travail**: Brossard, Québec - **Domaines d'activité**: Services aux concessionnaires - Ventes - **Numéro du poste**: JR10021373 - **Type d'emploi**: Emploi permanent - **Postulez avant le**: 2024-10-22 - Hybride / Territoire à couvrir :_ _Rive-Nord de Montréal et...

  • Home Decorating Consultant

    5 months ago

    Brossard, Canada Draperies Pierre Cholette & Fils Inc Full time

    Education: - Expérience: **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - or equivalent experience **Tasks**: - Estimate cost of projects - Prepare detailed specifications - Work in a multidisciplinary environment - Create interior spaces that reflect clients' needs and tastes - Read...

  • Personal Banking Associate

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    1005 boul du Quartier Brossard Quebec,J4Z 0M8 Delivers 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 collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    1005 boul du Quartier Brossard Quebec,J4Z 0M8 Delivers 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 collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Personal Banking Associate

    2 weeks ago

    Brossard, Canada BMO Financial Group Full time

    2140 boulevard Lapiniere Brossard Quebec,J4W 1L8 Delivers 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 collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    2140 boulevard Lapiniere Brossard Quebec,J4W 1L8 Delivers 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 collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    2 months ago

    Brossard, Canada BMO Financial Group Full time

    1005 boul du Quartier Brossard Quebec,J4Z 0M8 Delivers 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 collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Financial Analyst

    5 months ago

    Brossard, Canada Bitfarms Full time

    Bitfarms is a global vertically integrated Bitcoin mining company that operates one of the largest cryptocurrency mining operations in North America. As the only publicly traded pure-play Bitcoin mining company audited by a Big Four audit firm, we are a global operation powered by entrepreneurial leaders and the most novel technology available. Spanning two...

  • Estate Planning Specialist

    3 weeks ago

    Brossard, Quebec, Canada National Bank Full time

    Job Title: Senior Estate Planning AdvisorJoin National Bank Financial as a Senior Estate Planning Advisor and play a key role in supporting clients and Investment Advisors with their estate planning needs. As a trusted advisor, you will provide expert guidance and recommendations to help individuals achieve their financial goals.Key...

  • Personal Banker

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    8245 boul Taschereau, B20 Brossard Quebec,J4Y 1A4 Delivers 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 collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banking Associate

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    2140 boulevard Lapiniere Brossard Quebec,J4W 1L8 Delivers 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 collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banker Associate

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    2140 boulevard Lapiniere Brossard Quebec,J4W 1L8 Delivers 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 collaboratively within the branch and with BMO partners to deliver the desired customer experience and...

  • Personal Banker

    5 months ago

    Brossard, Canada BMO Financial Group Full time

    1005 boul du Quartier Brossard Quebec,J4Z 0M8 Delivers 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 collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...