Financial Planning Specialist

3 months ago

Barrie, 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

As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service. As a Senior Financial Planner, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio, and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide comprehensive financial advice, help clients to secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

How you'll succeed- Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted investment advice and creating complex financial plans. Cultivate your network to establish new client relationships.- Business expertise
- Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage your experience in investment, retirement, and credit planning to provide a comprehensive and personalized plan that will result in satisfied, loyal clients and increased referrals.- Leading and mentoring
- As a seasoned financial professional, provide coaching and support to a team of advisors. Work as one team and support the team as they make informed choices that benefit both the client and CIBC.

Who you are- 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.- Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.- You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.- You are a caring and accountable leader. You're passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams.- You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.- You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.- You can demonstrate 4+ years experience in financial advisory role managing more complex relationships and having in-depth intergenerational, estate and retirement planning knowledge.- You’re a certified professional (IIROC). You have current accreditation and good standing for IIROC licensing, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME), CFP upon hire.- You’re a certified professional (MFDA). You have current accreditation and good standing in MFDA licensing, CFP upon hire.- You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).- 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 a competitive salary, incentive pay, 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

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