Financial Planning Consultant

CIBC

Brentwood, Canada
Base: $50,000; bonus/equity: eligible for variable...
Fully remote
Financial advisory/sales experience
High net worth clients
Investment knowledge and expertise
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.

Salary

Base: $50,000; Bonus/Equity: Eligible for variable incentive compensation; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial advisory/sales experience
  • High Net Worth clients
  • Investment knowledge and expertise
  • Strong understanding of markets
  • Client relationship management
  • Teamwork with relationship managers

Nice-to-have

  • Passionate about people
  • Build trust through respect
  • Engage with purpose
  • Act like an owner
  • Mandarin or Cantonese language skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter