Financial Planning Consultant

4 weeks ago

Québec, Quebec, Canada CIBC Full time
About the Role

We're seeking a skilled Financial Planning Consultant to join our team at CIBC. As a key member of our Financial Planning and Advice team, you'll provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.

With a strong understanding of markets and investment knowledge, you'll analyze customer portfolios, prepare retirement and investment plans, and educate clients about their investments and portfolio. You'll also work closely with relationship managers to identify opportunities and make referrals to other CIBC subsidiaries.

This is a challenging and rewarding role that requires a high level of expertise, strong communication skills, and a passion for delivering exceptional client service.

Key Responsibilities
  1. Provide subject matter expertise on economic and political impact on the business, legislation, competitors, regulators, trends, etc.
  2. Analyze customer portfolios and prepare retirement and investment plans.
  3. Educate clients about their investments and portfolio.
  4. Work closely with relationship managers to identify opportunities and make referrals to other CIBC subsidiaries.
Requirements
  1. 7-10 years of financial advisory/sales experience with High Net Worth clients.
  2. Extensive investment knowledge and expertise.
  3. Strong understanding of markets.
  4. Certified with the Institut québécois de planification financière (IQPF).
  5. Excellent communication and interpersonal skills.
About CIBC

CIBC is a leading financial institution that's committed to creating an inclusive environment where all team members and clients feel like they belong. We're passionate about building relationships and delivering exceptional client service.

We offer a competitive compensation package, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social recognition program.

We're committed to recognizing and rewarding our employees for their hard work and dedication. If you're passionate about delivering exceptional client service and have a strong understanding of financial markets, we encourage you to apply for this exciting opportunity.

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