Financial Planning Consultant

CIBC Capital Markets

Duncan, CA
Base: $50,000; bonus/equity: eligible for variable...
Fully remote
High net worth clients
Wealth management solutions
Cibc branch based advisors
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 branch based advisors

Job Summary

  • 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 branch based advisors.
  • The team operates within The Canadian Investment Regulatory Organization (CIRO) framework and the entire team (100%) must be Certified Financial Planners (CFP).
  • At CIBC, your goals are a priority and we strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

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 branch based advisors.

Salary

Base: $50,000; Bonus/Equity: eligible for variable incentive compensation; Benefits: banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support

Skills & Requirements

Must-have

  • High Net Worth clients
  • wealth management solutions
  • CIBC branch based advisors
  • Canadian Investment Regulatory Organization (CIRO) framework
  • subject matter expertise

Nice-to-have

  • relationship-oriented bank
  • embrace your strengths and ambitions
  • meaningful impact
  • truly valued
  • build trust through respect and authenticity

Key Requirements

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

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter