Specialist, Centralized Financial Planning

3 weeks ago

Toronto, 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

This expert planning role works closely within the Wealth Planning Group to elevate the quality and operational excellence of the financial planning practice. The Centralized Financial Planning Specialist is an experienced CFP accredited planner that collaborates with Wealth Strategists, Financial Planning Specialists and Relationship Managers by proving financial planning services. The incumbent will also have a national scope and play an important role in key projects related to the advice enablement of the Wealth Planning Group
- 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
- Prepare Financial Plans - Provide highly specialized advice and consultation with respect to a broad range of complex financial planning aspects to add value to the financial planning process. Offer expertise in strategies and solutions for clients - retirement planning; goal planning; life & wealth protection; milestones & purchases planning; succession planning, and tax planning.
- Collaboration - Work closely with our partners and champion collaborative excellence by fostering strong relationships that instill confidence with every interaction. A mix of adaptability, flexibility and structure are key to driving our vision and developing trust with our partners.
- Communication Skills - Excellent written, visual, and verbal communication skills and technical proficiency in Microsoft Office products (Word, Power Point, Excel). Ability to convey complex financial planning insights into clear, memorable, and compelling client recommendations.
- Client Engagement - Focus on each client’s experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted advice and providing comprehensive financial planning support. Cultivate your network to establish new client relationships.
- Initiative - Questions the status quo and makes suggestions about how things can be done more effectively. Takes responsibility for continuously developing own knowledge, skills and capabilities. Takes advantage of opportunities when they arise.

Who You Are
- You’re a certified professional. You have the CFP accreditation..
- You can demonstrate experience with a minimum of 5 years in the Financial Planning industry. Experience with Wealth Advisors and Planners, is an asset. You have demonstrated planning and organizational skills sufficient to take small or medium-sized work packages from concept to completion.
- Advanced technical knowledge - You have thorough understanding of the Canadian taxation system, as well as experience with corporate and trust structures. You have advanced technical capabilities in using Financial Planning software (Voyant/CIBC Goal Planner is preferred), as well as Microsoft Office (Word, Excel, Power Point) and Adobe.
- You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity and are a systemic thinker with a strong process and analytical capability.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability.

LI-TA

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 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 know- 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. Job Location

CIBC Square Banking Centre

Employment Type

Regular

Weekly Hours

37.5

Skills

Wealth Planning

  • Centralized Financial Planning Specialist

    6 days ago

    Toronto, 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...

  • Financial Planning Specialist

    1 hour ago

    Toronto, Ontario, Canada Scotiabank Full time

    Job Overview:The role of a Total Wealth Planning Associate at Scotiabank is to provide comprehensive financial planning support to Senior Total Wealth Planners in the Toronto market. This includes preparing financial plans, collaborating with stakeholders, and ensuring timely completion.Main Responsibilities:Prepare financial plans for HNW clients with $2+...

  • Urban Planning Specialist

    2 days ago

    Toronto, Ontario, Canada The Planning Partnership Full time

    We are seeking a highly motivated Urban Planning Specialist to support our work in securing development approvals.The ideal candidate will have a degree in Urban Planning and at least 3 years of continuous, full-time employment in land use planning. Experience in a consulting or private sector development environment is an asset.Responsibilities:Support...

  • Financial Planning Specialist

    4 days ago

    Toronto, Ontario, Canada Mondelez International Full time

    As a Financial Planning Specialist at Mondelez International, you will play a critical role in driving business success through financial planning and analysis. Your key responsibilities will include:Key Responsibilities:Develop and implement financial plans and forecastsProvide financial analysis and insights to support business decisionsCollaborate with...

  • Financial Planning Specialist

    4 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    **Financial Planning Role**We are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for developing and implementing financial plans that meet the needs of our business units.Main Responsibilities:Develop comprehensive financial plans that align with business objectives.Conduct financial...

  • Financial Planning Specialist

    1 day ago

    Toronto, Ontario, Canada Infotek Consulting Services Inc. Full time

    At Infotek Consulting Services Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. The successful candidate will be responsible for analyzing organizations financial status and developing financial plans based on analysis of data.Key Responsibilities:Analyzing organizations financial assets, liabilities, cash flow, insurance...

  • Financial Planning Specialist

    2 days ago

    Toronto, Ontario, Canada DAC Full time

    At DAC, we are seeking a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for developing and maintaining financial models in Workday Adaptive Planning and Excel.The ideal candidate will have experience in financial planning, budgeting, and forecasting, with a strong background in ERP...

  • Financial Planning Specialist

    17 hours ago

    Toronto, Ontario, Canada Scotiabank Full time

    Purpose of the RoleThe Business and Family Wealth Specialist (BFWS) is responsible for providing comprehensive planning and advisory support to our most complex Ultra High Net Worth (UHNW) and business owner clients.This role requires strong expertise in financial planning, estate planning, tax planning, and business succession planning, with a focus on...

  • Financial Planning Specialist

    4 days ago

    Toronto, Ontario, Canada TechAlliance of Southwestern Ontario, London Economic Development Corporation Full time

    **About Us:**Celebrating our commitment to customer service excellence, Canada Life is a leading provider of life insurance, health insurance, investment, and retirement savings solutions. Our team of experts works tirelessly to deliver exceptional results and exceed client expectations.**Job Summary:**This Financial Planning Specialist role is responsible...

  • Financial Planning Analyst

    7 days ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job Summary Job DescriptionWhat is the opportunity? As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial...

  • Financial Planning Analyst

    3 weeks ago

    Toronto, Canada RBC Full time

    Job SummaryJob DescriptionThis is not a Financial Analyst role but rather a Retirement & Wealth Planning role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.What is the opportunity? As an integral part of the Family Office Service (FOS) team, the Financial...

  • Financial Planning Expert for High Net Worth Clients

    1 hour ago

    Toronto, Ontario, Canada IGM Financial Full time

    At IGM Financial, we are seeking a skilled Regional Estate and Insurance Specialist to join our team. This role presents an exciting opportunity to make a meaningful impact on the financial lives of our clients.About IGM FinancialWe are one of Canada's leading diversified wealth and asset management companies, with approximately $271 billion in total assets...

  • Financial Planning Specialist

    4 days ago

    Toronto, Ontario, Canada Rogers Communications, Inc. Full time

    About the RoleAs a Financial Planning Specialist at Rogers Communications, Inc., you will play a key role in driving business success by providing financial guidance and analysis to support strategic decision-making. This is an exciting opportunity to join our Corporate team and contribute to the company's growth and prosperity.The ideal candidate will have...

  • Financial Planner, Investment Retirement Planning

    6 days ago

    Toronto, Ontario, Canada Educators Financial Group Full time

    Who We Are Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community's...

  • Senior Financial Planning Specialist

    4 weeks ago

    Toronto, Ontario, Canada Supply Ontario Full time

    Salary Range: $ 82,217 – $121,155 per yearAs the Senior Financial Planning Specialist, you will be accountable for leading strategic business and fiscal planning, and provide financial advice, expertise and leadership on development and implementation of financial design and strategy including financial planning, financial policy development and...

  • Financial Planning and Analysis Specialist

    6 days ago

    Toronto, Ontario, Canada Toronto Parking Authority Full time

    About The RoleWe are seeking a Financial Planning and Analysis Specialist to join our team at the Toronto Parking Authority. In this role, you will be responsible for providing analytical support to the business and contributing to the development of comprehensive financial plans and models.Key Responsibilities:Preparing and presenting key components of the...

  • Financial Planning and Analysis Specialist

    2 days ago

    Toronto, Ontario, Canada SS&C Technologies Holdings Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at SS&C Technologies Holdings.The ideal candidate will have 3+ years of experience in financial planning and analysis, with a strong background in budgeting, forecasting, and financial modeling. They will be responsible for developing and maintaining...

  • Financial Planning Specialist

    4 days ago

    Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job Summary Job DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you...

  • Investment Specialist, Financial Planning

    3 weeks ago

    Toronto, Canada BMO Financial Group Full time

    900 Dufferin St, Units 607,615 Toronto Ontario,M6H 4B1 Portuguese language skills required. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and...

  • Financial Planning Expert

    6 days ago

    Toronto, Ontario, Canada CI Financial Full time

    Company Overview:Ci Financial is a global wealth management company that provides advisory services through various financial firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors.About the Role:We are seeking a Tax and Estate Strategist to join our team. As a key member of our organization, you will be...