Financial Planning Strategist

CIBC

New York, NY, US
Base: $125,000-$140,000; bonus/equity: eligible fo...
Fully remote
Financial planning experience with hnw clients
Proficiency in emoney, excel, powerpoint, adobe
Strong verbal and written communication skills
The role involves supporting Relationship Managers and clients to analyze, communicate, and implement financial planning strategies for High Net Worth and Ultra High Net Worth clients

Job Summary

  • The role involves supporting Relationship Managers and clients to analyze, communicate, and implement financial planning strategies for High Net Worth and Ultra High Net Worth clients.
  • Candidates must be technically proficient with tools like eMoney, Microsoft Office, and Adobe while delivering polished financial plans and live scenario analyses.
  • CIBC offers a competitive total rewards package including medical, dental, vision, life insurance, disability, paid time off, and a 401(k) plan.

Matching Summary

The role involves supporting Relationship Managers and clients to analyze, communicate, and implement financial planning strategies for High Net Worth and Ultra High Net Worth clients.

Salary

Base: $125,000-$140,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, Life Insurance, Disability, Paid Time Off, 401(k)

Skills & Requirements

Must-have

  • Financial planning experience with HNW clients
  • Proficiency in eMoney, Excel, PowerPoint, Adobe
  • Strong verbal and written communication skills

Nice-to-have

  • Ability to thrive when empowered to take initiative
  • Passion for growing knowledge and curiosity
  • Experience developing financial planning models

Key Requirements

  • CFP, JD, CPA, or CTFA designation required
  • Legal eligibility to work in the United States
  • Experience implementing financial planning strategies

Work Rights

Must be legally eligible to work at the location(s) specified

Tailored Resume

Cover Letter