You will be part of CIBC’s Financial Planning and Advice team, offering comprehensive financial planning and specialized wealth planning strategies
Job Summary
You will be part of CIBC’s Financial Planning and Advice team, offering comprehensive financial planning and specialized wealth planning strategies.
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 aspire to give you a career rather than just a paycheck, offering competitive compensation, banking benefits, and a defined benefit pension plan.
Matching Summary
You will be part of CIBC’s Financial Planning and Advice team, offering comprehensive financial planning and specialized wealth planning strategies.
Skills & Requirements
Must-have
Expert 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
Values matter to you
Key Requirements
7 - 10 years of financial advisory/sales experience