Financial Planning Consultant

About the Role

Join CIBC's Financial Planning and Advice division supporting affluent clients with comprehensive wealth strategies including estate, business transition, tax minimization, protection, and philanthropic planning. This role demands Certified Financial Planner (CFP) certification and collaboration with branch advisors under the Canadian Investment Regulatory Organization framework.

Key Responsibilities

• Provide expert guidance on finances, factoring in economic, political, regulatory, and market trends, leveraging 7-10 years of experience serving high net worth clients.
• Conduct detailed portfolio analyses, develop retirement and investment plans aligned with client goals, identify financial gaps, recommend asset allocation, and facilitate plan implementation.
• Educate clients and advisors about investment products and portfolios through clear presentations, fostering strong relationships with both clients and colleagues.
• Collaborate closely with relationship managers to share insights from client discussions, coordinate service delivery, and identify referral opportunities with other CIBC subsidiaries.
• Maintain teamwork within branch networks to identify and support high-value customers, and conduct seminars for relationship managers to enhance financial planning awareness.

Candidate Profile

• Demonstrates genuine passion for building meaningful relationships, valuing trust, respect, and authenticity.
• Prioritizes clients by delivering purposeful engagement and striving to exceed expectations.
• Exhibits ownership mentality, taking the lead to achieve outstanding results.
• Holds Canadian Securities Course certification; Conduct and Practices Handbook Course is advantageous. Registered Representative or IIROC status and CFP designation are mandatory.
• Possesses strong investment knowledge and market insight to address sophisticated inquiries from wealthy clients.
• Embodies CIBC's core values of trust, teamwork, and accountability while bringing their authentic self to work.

Compensation and Benefits

• Annual base salary approximates $50,000 CAD, supplemented by a variable incentive plan contingent on performance.
• Comprehensive benefits package including banking perks, defined benefit pension plan, employee share purchase program, wellbeing support, vacation, and social recognition initiatives.
• Access to innovative workspaces and tools promoting collaboration and impactful client solutions.
• Opportunity to dedicate a paid day annually to personal growth and development.

Additional Information

• Position located in Duncan, British Columbia, with a standard workweek of 37.5 hours.
• Flexible mix of remote and onsite work arrangements, details deliberated during interview process.
• CIBC promotes diversity and inclusion, providing accessible recruitment experiences and accommodations on request.
• Applicants must be legally authorized to work in the specified location.
• Recruitment may include attribute assessments and skill tests.
• Artificial intelligence tools are utilized in the application process to enhance mutual understanding.