Financial Planning Consultant

CIBC

Brampton, Ontario, Canada
Variable incentive compensation based on performan...
Fully remote
7-10 years financial advisory experience
High net worth client relationship management
Holistic financial planning strategy development
This role involves providing expert financial planning counsel specializing in wealth management solutions for sophisticated high net worth clients

Job Summary

  • This role involves providing expert financial planning counsel specializing in wealth management solutions for sophisticated high net worth clients.
  • The position requires analyzing client financial situations to prepare and present holistic financial plans encompassing retirement, education, and estate considerations.
  • CIBC offers competitive compensation, a defined benefit pension plan, employee share purchase plan, and a paid day off for growth known as Purpose Day.

Matching Summary

This role involves providing expert financial planning counsel specializing in wealth management solutions for sophisticated high net worth clients.

Salary

Variable incentive compensation based on performance; Competitive base salary not specified; Benefits include pension plan and share purchase program

Skills & Requirements

Must-have

  • 7-10 years financial advisory experience
  • High net worth client relationship management
  • Holistic financial planning strategy development
  • Investment portfolio analysis and optimization
  • Client discovery and needs assessment

Nice-to-have

  • Strong interactive presentation skills
  • Ability to conduct seminars for advisors
  • Passion for building authentic relationships
  • Experience with estate and tax planning
  • Commitment to inclusive workplace culture

Key Requirements

  • Certified Financial Planning (CFP) designation required upon hire
  • Current CIRO-ID or CIRO-MFD licensing accreditation
  • Quebec AMF licensing with RRC credential if applicable
  • Postsecondary degree or 4 years of relevant experience
  • Canadian Investment Funds Course (CIFC) or Securities Course (CSC)

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter