Sr. Consultant, Financial Planning & Advice, Sales Effectiveness

CIBC Capital Markets

Toronto, Canada
Fully remote
Financial services experience
Sales and business development expertise
Client experience focus
Play a pivotal role in supporting the Financial Planning & Advice team with a focus on the Financial Planning Consultant job family

Job Summary

  • Play a pivotal role in supporting the Financial Planning & Advice team with a focus on the Financial Planning Consultant job family.
  • Develop recommendations that drive business results, deliver exceptional client experiences, and balance profitability with governance and controls.
  • Build and maintain productive relationships with internal partners, including Personal Banking, Imperial Service, and Specialized Advice.

Matching Summary

Play a pivotal role in supporting the Financial Planning & Advice team with a focus on the Financial Planning Consultant job family.

Skills & Requirements

Must-have

  • Financial services experience
  • Sales and business development expertise
  • Client experience focus
  • Data-driven insights utilization
  • Internal stakeholder relationship management

Nice-to-have

  • Embrace change and evolve thinking
  • Values driven approach
  • Inspire outcomes through influence
  • Attention to detail and critical thinking

Key Requirements

  • Minimum two years in financial services
  • Understanding of channels, processes, products, technology, operations, and business controls
  • Strong project management skills
  • Strategic business-planning skills
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter