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 they strive to give you a career, rather than just a paycheck, with competitive compensation, banking benefits, and a defined benefit pension plan.
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 expertise
Wealth management solutions
Client discovery conversations
Holistic financial plans
Subject matter expertise
Nice-to-have
Relationship-oriented
Empowered at work
Meaningful impact
Values driven
Acts like an owner
Key Requirements
7 - 10 years of financial advisory/sales experience