Financial Planning Consultant
3 weeks ago
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’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.
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._
How you’ll succeed-
- 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.- Partnership - Share results of client 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 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. 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). Conduct and Practices Handbook Course (CPH) is an asset. Status of Registered Representative (if required) or status of IIROC. Successful designation of CFP (Certified Financial Planner) is required. If in Quebec, the (IQPF) designation is required.- You have knowledge. 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 inve
-
Financial Advisor/financial Services Specialist
3 weeks ago
Scarborough, Canada CIBC Full timeWe’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...
-
Rfp - Facilitation Consultant
7 days ago
Scarborough, Canada Centre for Inclusive Economic Opportunity, Golden Mile (CIEO) Full time**Request for Proposal**: Consultant to facilitate a full-day Board Retreat in April 2024 for the Centre for Inclusive Economic Opportunity, Golden Mile (CIEO). **Background** CIEO was founded in 2020 by 10 community organizations to expand economic opportunities for residents of the Greater Golden Mile (GGM) area of Toronto. It builds on the Inclusive...
-
Locum Pediatrician
2 days ago
Scarborough, Canada Dr. Raymond Shu, Consultant Pediatrician Full timeA locum Pediatrician is needed immediately to cover maternity leave of an Associate until July, 2023. Consulting Pediatrics only, no primary care. One to three days per week, combination of in-person and virtual (video) care. Practice receives large numbers of referrals from physicians in surrounding area. Attractive split. Although initial locum period is...
-
Vacation Consultant
5 days ago
Scarborough, Canada Expedia Cruises Scarborough Full time**Do you LOVE planning vacations?** Are you retired or soon-to-be retired and not ready to slow down just yet? Or maybe you're a sales professional and looking for a sideline? When you become an Expedia Cruises Vacation Consultant, you enjoy the excitement of helping customers plan dream vacations, choosing your own schedule, and seeing the world. And,...
-
Vacation Consultant
10 hours ago
Scarborough, Canada Expedia Cruises Scarborough Full time**Do you LOVE planning vacations?** Are you retired or soon-to-be retired and not ready to slow down just yet? Or maybe you're a sales professional and looking for a sideline? When you become an Expedia Cruises Vacation Consultant, you enjoy the excitement of helping customers plan dream vacations, choosing your own schedule, and seeing the world. And,...
-
Financial Manager
6 days ago
Scarborough, Canada Top Star Foods Trading Ltd. Full timeEducation: Bachelor's degree - Experience: 3 years to less than 5 years **Work setting**: - Retail/wholesale establishment/distribution centre **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Train, direct and motivate staff - Monitor financial control systems - Manage contracts - Oversee the...
-
Financial Administrator
9 hours ago
Scarborough, Canada Ministry of Transportation - Ontario Full timeEducation: Master's degree - Experience: 5 years or more **Budgetary responsibility**: - $500,001 - $1,500,000 **Tasks**: - Establish and implement policies and procedures - Assign, co-ordinate and review projects and programs - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee the collection and...
-
Jr Consulting Arborist
2 weeks ago
Scarborough, Canada Central Tree Care Full time**Jr Consulting Arborist** Since 1996, we have cared for Toronto’s urban forest, and we take pride in providing prompt and reliable service to our clients. We are a full-service tree care company and are eager to expand our consulting team. **Position Overview** The Jr Consulting Arborist conducts site visits and completes reports, regarding tree health...
-
Investment Consultant
3 weeks ago
Scarborough, Canada ADD CANADA TORONTO INC Full timeEducation: Bachelor's degree - Experience: 3 years to less than 5 years - or equivalent experience **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Prepare company, industry and economic outlooks, analytical reports, briefings notes and correspondence - Advise on and participate in the...
-
Financial Manager
6 days ago
Scarborough, Canada J&S FRESH MEAT WHOLESALE INC. Full timeEducation: Bachelor's degree - Experience: 5 years or more **Tasks**: - Plan and control budget and expenditures - Establish and implement policies and procedures - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Design and manage investment strategies - Monitor financial control systems - Manage contracts - Oversee...
-
Scarborough, Canada Centennial College Full timeJob Number: - J0523-0081- Job Title: - Student Financial Services Scholarship and Bursary Officer- Job Type: - Permanent FT Support- Bargaining Unit: - FT Support- School/Department: - Student Experience & Success- Campus/Location: - Progress Campus- Pay Range: - $33.38 - $38.75/Hour- Pay Band: - Support H- Hours/Week: - 35- Shift Schedule: - 8:30am -...
-
HR Consultant
3 days ago
Scarborough, Canada Catholic Children's Aid Society of Toronto Full time**Career Opportunity - Management Category (23-027)** **HR Consultant** Management Job Class Temporary Assignment - 12-Months $96,899.81 to $115,952.14 The Catholic Children’s Aid Society, on behalf of the Catholic community, is committed to providing social services that protect children and strengthen family life. If you value human dignity; the...
-
Financial Advocacy Worker
3 weeks ago
Scarborough, Canada NCFST Full time**Hours**: 35 hrs/wk. **Range**: $40,032-$65,292 **Location**:156 Galloway Rd. **Position**: Unionized FT Contract (October 2024) **Summary**: Native Child and Family Services of Toronto strives to provide a life of quality, well-being, caring and healing for our children and families in the Toronto Indigenous Community. We do this by creating a service...
-
Multimedia Consultant
6 days ago
Scarborough, Canada tomato e-commerce Inc Full timeEducation: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Consult with clients to develop and document Website requirements - Design, develop and implement information systems business solutions - Assess physical and technical security risks to data, software and hardware - Research and evaluate a variety of interactive media...
-
Financial Assistant
10 hours ago
Scarborough, Canada YouthLink Full timeMay 10, 2023 **Posting #1349** **Financial Assistant** **(Permanent, Part-time 21 hours per week)** **Non-Bargaining Unit Position** The Financial Assistant under the direction of the Senior Manager, Accounting and the Senior Director of Finance will be responsible for maintaining and updating the general and sub-ledgers, and the preparation of monthly...
-
Sales Consultant
6 days ago
Scarborough, Canada Scarborough Toyota Full time**Scarborough Toyota** is currently looking for a **Sales Consultant. **If you have a passion for customer service and you are a highly motivated individual, then you are the right person to join our team! **The Company**: At Canada One Auto Group, we strive to provide world class products and excellent customer service to all of our customers. We provide...
-
Policy & Strategic Planning Advisor
6 days ago
Scarborough, Canada Elections Ontario Full time**Policy & Strategic Planning Advisor** For accessibility assistance with this document please telephone Elections Ontario at 1-888-668-8683 or Fax at 1-866-714-2809. You can TTY at 1-888-292-2312. **Position Status**: Temporary Assignment to March 29, 2024 **Posting Status**: Open **Location**: 51 Rolark Drive, Toronto, Ontario M1R 3B1 (Birchmount and...
-
Financial Reporting Manager
3 days ago
Scarborough, Canada Atlantic Packaging Products Ltd Full time**OVERVIEW**: From corrugated packaging, paper bags, retail displays, pre-print, supply and inventory management, paper mills and recycling, Atlantic is strategically positioned to provide customers with a total packaging solution. **THE OPPORTUNITY**: This is an exciting opportunity for a forward-focused finance manager to join our team at time of...
-
Financial Officer
5 days ago
Scarborough, Canada Centennial College Full timeJob Number: - J0723-1719- Job Title: - Financial Officer - (Temporary Contract)- Job Type: - Temp FT, Support- Bargaining Unit: - FT Support- School/Department: - Student Experience & Success- Campus/Location: - Progress Campus- Pay Range: - $33.38 - $38.75/Hour- Pay Band: - Support H- Hours/Week: - 35- Shift Schedule: - Monday to Friday, 8:30 AM to 4:30PM-...
-
Senior Financial Analyst
3 weeks ago
Scarborough, Canada The Cigna Group Full timeThe job profile for this position is Financial Analysis Senior Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...