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Financial Planning and Advice Coach
2 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
**Job Description**:
What you'll be doing
As a member of the Personal and Business Banking (PBB) team, you’ll be accountable for building and growing the capability of frontline advisors including the Financial Services Representative (FSR), Associate Financial Advisor (AFA) and Associate Business Advisor (ABA) in utilizing frontline advisory tools and in providing advice to clients. As a Financial Planning and Advice Coach, you’ll be focused on improving the experience of both frontline employees and the clients that they service by building capability, confidence and consistency in the advice provided.
How you’ll succeed
- Coaching - Deliver, on demand, a broad range of expertise and integrated financial solutions to ensure that Core personal and business clients receive, tailored information, advice and quality plans. Topics cover investment, retirement and education planning, trust and estates, debt management, insurance and tax considerations, investment solutions and services and online tools. Proactively provide information and advice and flag client goal planning and consolidation opportunities which enables the sales force to anticipate and respond to client needs in a professional, consistent way. Respond to inquiries from PBB Leaders, Associate Financial Advisors, Associate Business Advisors and Financial Service Representatives and Mobile Investment Consultants through either a 1-800 line or mailbox covering a broad spectrum of topics with a goal of helping the PBB Core team build quality plans and provide quality advice to their clients. Responses are tailored to the clients’ financial objectives and specific needs.
- Building Content - Build content and facilitate the delivery of training for identified frontline roles. Write and update online publications, resources and tools. Build resources such as job aids etc. to help our PBB core team have quick and easy access to supports when needed.
Who you are
- You’re a certified professional. You are a certified Personal Financial Planner (PFP). You are bilingual in English and French
- You can demonstrate experience in financial planning. You have a well-developed financial background and knowledge of CIBC investment and savings products and services. You have a minimum of three years of relationship management and financial planning experience. It’s an asset if you have experience in providing personal financial planning for small business owners.
- You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
- You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
- Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
- 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 embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
- 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 health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program
- Our spaces and technological toolkit will make it simple to bring together great minds to build 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
What you need to knowYou 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
Toronto-55 Yonge Street, 7th
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Financial Advising, Financial Products, Financial
