Sr. Consultant, Financial Planning & Advice, Sales Effectiveness

CIBC

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

Job Summary

  • You’ll play a pivotal role in supporting the Financial Planning & Advice team, with a focus on the Financial Planning Consultant job family.
  • Your focus will be on developing recommendations that drive business results, deliver exceptional client experiences, and balance profitability with governance and controls.
  • At CIBC, your goals are a priority and we aspire to give you a career, rather than just a paycheck.

Matching Summary

You’ll 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
  • Client experience enhancement
  • Strategic growth priorities
  • Data-driven insights
  • Relationship and partner management

Nice-to-have

  • Embrace your strengths and ambitions
  • Meaningful impact and valued
  • Modern relationship-oriented bank
  • Continuous evolution of thinking
  • Live our values - trust, teamwork, accountability

Key Requirements

  • Minimum two years in financial services
  • Strong project management skills
  • Strategic business-planning skills
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter