Financial Planning Consultant

CIBC

Duncan, Canada
Base: $50,000; bonus/equity: eligible for variable...
Fully remote
Comprehensive financial planning
Wealth management solutions
High net worth clients
You will be part of CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s high net worth clients

Job Summary

  • You will be part of CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s high net worth clients.
  • The team operates within The Canadian Investment Regulatory Organization (CIRO) framework and the entire team (100%) must be Certified Financial Planners (CFP).
  • At CIBC, your goals are a priority and we strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

You will be part of CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s high net worth clients.

Salary

Base: $50,000; Bonus/Equity: Eligible for variable incentive compensation; Benefits: Banking benefits, benefits program, defined benefit pension plan, employee share purchase plan

Skills & Requirements

Must-have

  • Comprehensive financial planning
  • Wealth management solutions
  • High net worth clients
  • Investment knowledge and expertise
  • Market understanding

Nice-to-have

  • Relationship-oriented bank
  • Passionate about people
  • Build trust through respect
  • Empowered at work
  • Meaningful impact

Key Requirements

  • 7 - 10 years of financial advisory/sales experience
  • Certified Financial Planner (CFP) designation required
  • Canadian Securities Course (CSC) and CPH asset
  • Registered Representative status if required
  • IIROC status

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter