Financial Planning Specialist

3 weeks ago

Toronto, Canada CIBC Full time

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients. 

À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font. 

Pour en savoir plus sur la Banque CIBC, visitez le site .

What You’ll Be Doing

The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success. The financial planning process reviews the clients’ personal circumstances and objectives, and develops appropriate strategies and solutions to meet both their short term and long term needs.

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 client relationship. Offer expertise in strategies and solutions for clients - retirement planning; goal planning; life & wealth protection; milestones & purchases planning; succession planning, and tax planning. Industry Expertise - Keep up-to-date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation and product platforms in an area that is subject to frequent change. Provide expertise in dealing with high value clients, each with specific needs and circumstances requiring a unique financial analysis and plan to meet their short term and long term financial requirements. Branch & Sales Support - Promotes financial planning strategies as a way of empowering the Investment Advisors to gather and retain assets, which may be generated by product sales as well as client referrals. Support market activities targeted at developing new external business sources and prospects. Supports IAs in client annual follow-up meetings as it relates to Financial Planning.

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. You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity You can demonstrate experience as a Financial Planning Specialist. It’s an asset if you have your LLQP or STEP designations. You’re a certified professional . You have current CFP accreditation and in good standing. Values matter to you . You bring your real self to work and you live our values – trust, teamwork and accountability.

Ce que la Banque CIBC vous offre

À la Banque CIBC, vos objectifs sont une priorité. En fonction de vos forces et de vos ambitions en tant qu’employé, nous nous efforçons de créer des occasions qui vous permettront d’exploiter votre potentiel. Notre objectif est de vous offrir une carrière, pas uniquement un chèque de paie.

Nous nous efforçons de vous récompenser de façon personnalisée et pertinente, notamment en vous offrant un salaire concurrentiel, une rémunération au rendement, des avantages bancaires, l’adhésion à un programme d’avantages sociaux*, à un régime de retraite à prestations déterminées* et à un régime d’achat d’actions par les employés, des vacances, du soutien pour votre bien-être et Créateur de moments, notre programme social de reconnaissance basé sur des points.

Grâce à nos espaces et à nos outils technologiques, il devient facile de réunir les grands esprits pour créer des solutions novatrices qui améliorent les choses pour nos clients.

Nous favorisons une culture qui encourage l’expression de vos ambitions au moyen d’initiatives comme la journée Raison d’être, une journée de congé payé dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement.

* Sous réserve des modalités du régime et du programme

Ce que vous devez savoir

La Banque CIBC s’est engagée à créer un milieu de travail intégrateur où tous les membres de l’équipe et les clients se sentent à leur place. Nous recherchons des candidats dotés d’un large éventail de compétences et offrons une expérience accessible aux candidats. Si vous avez besoin d’une solution d’adaptation, écrivez à .

Vous devez être légalement admissible à travailler au Canada dans les lieux précisés ci-dessus et, s’il y a lieu, détenir un permis de travail ou d’études valide.

Lieu de travail

Toronto-81 Bay, 12th Floor

​

​ Type d’emploi

Permanent

Heures de travail hebdomadaires

37.5

Compétences

Consultation financière, Expérience client (CX), Gestion de la relation clientèle, Gestion de portfolios, Pensée analytique, Planification de l'investissement, Planification de la retraite, Produits d'investissements, Travailler de manière collaborative

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