Financial Planning Consultant

CIBC

Markham, Ontario, Canada
Fully remote
Financial planning strategies
Wealth management solutions
Subject matter expertise
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

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 banking centre based advisors for their clients.
  • 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, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy.
  • At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck, with competitive compensation, banking benefits, and a defined benefit pension plan.

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 banking centre based advisors for their clients.

Skills & Requirements

Must-have

  • Financial planning strategies
  • Wealth management solutions
  • Subject matter expertise
  • Investment knowledge and expertise
  • Holistic financial plans

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
  • Certified Financial Planning designation (CFP)
  • Canadian Securities Course (CSC)
  • Registered Representative status

Work Rights

Not specified

Tailored Resume

Cover Letter