You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients
Job Summary
You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients.
As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC banking centre based advisors for their clients.
At CIBC, your goals are a priority and we aspire to give you a career, rather than just a paycheck.
Matching Summary
You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients.
Skills & Requirements
Must-have
Financial planning counsel
Wealth management solutions
Investment knowledge and expertise
Holistic financial plans
Client discovery advice conversation
Nice-to-have
Relationship-oriented bank
Passionate about people
Build trust through respect
Act like an owner
Key Requirements
7 - 10 years of financial advisory/sales experience
Certified Financial Planning (CFP) designation
Accredited Registered Representative (RR) with CIRO-ID
Accredited in CIRO-MFD licensing
Accredited in AMF licensing (Quebec)
Postsecondary degree/diploma and/or 4 years of relevant experience