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Financial Planning Consultant

2 months ago

Québec, Quebec, Canada Canadian Imperial Bank of Commerce Full time
About the Role

We are seeking a highly skilled Financial Planning Consultant to join our team at CIBC. As a key member of our Financial Planning and Advice team, you will be responsible for providing expert financial planning counsel to our high net worth clients.

As a Financial Planning Consultant, you will work closely with our branch-based advisors to develop comprehensive financial plans that meet the unique needs of our clients. You will analyze customer portfolios, prepare retirement and investment plans, and provide subject matter expertise on economic and political trends.

Key Responsibilities:

  • Provide expert financial planning counsel to high net worth clients
  • Analyze customer portfolios and prepare retirement and investment plans
  • Develop and implement comprehensive financial plans that meet client needs
  • Collaborate with branch-based advisors to deliver financial planning solutions
  • Stay up-to-date on economic and political trends and their impact on the business

What We Offer

At CIBC, we are committed to creating a work environment that is inclusive, diverse, and supportive. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.

As a Financial Planning Consultant, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service. You will also have access to cutting-edge technology and tools that will enable you to succeed in your role.

Requirements

To be successful in this role, you will need to have:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong knowledge of financial planning principles and practices
  • Certifications such as the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)

Why Join CIBC?

CIBC is a leading financial institution that is committed to helping our clients achieve their financial goals. We are a diverse and inclusive organization that values our employees and provides opportunities for growth and development.

As a Financial Planning Consultant at CIBC, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service. You will also have access to cutting-edge technology and tools that will enable you to succeed in your role.