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.
Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic, identifying opportunities to optimize financial planning strategies to build wealth and recommend solutions that align.
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
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
Investment knowledge and expertise
Client discovery advice conversation
Holistic financial plans
Nice-to-have
Relationship-oriented bank
Embrace your strengths and ambitions
Meaningful impact and valued
Build trust through respect and authenticity
Act like an owner
Key Requirements
7 - 10 years of financial advisory/sales experience