Financial Planning Consultant

CIBC

Bradford, Canada
Base: not specified; bonus/equity: variable incent...
Fully remote
Financial planning and advice
Wealth management solutions
Client financial analysis
You will be part of CIBC’s Financial Planning and Advice team offering comprehensive financial planning and specialized wealth planning strategies including estate planning and tax minimization

Job Summary

  • You will be part of CIBC’s Financial Planning and Advice team offering comprehensive financial planning and specialized wealth planning strategies including estate planning and tax minimization.
  • This role provides opportunities for career growth with competitive compensation, benefits, pension plan, employee share purchase plan, and a culture that supports personal development and wellbeing.
  • CIBC is committed to creating an inclusive environment where team members and clients feel like they belong and encourages open conversations about compensation throughout the recruitment process.

Matching Summary

You will be part of CIBC’s Financial Planning and Advice team offering comprehensive financial planning and specialized wealth planning strategies including estate planning and tax minimization.

Salary

Base: Not specified; Bonus/Equity: Variable incentive compensation based on performance; Benefits: Competitive compensation, banking benefits, pension plan, employee share purchase plan, vacation, wellbeing support

Skills & Requirements

Must-have

  • Financial planning and advice
  • Wealth management solutions
  • Client financial analysis
  • Collaboration with relationship managers
  • Investment portfolio expertise
  • Market and economic knowledge

Nice-to-have

  • Relationship-oriented approach
  • Strong presentation skills
  • Teamwork and accountability
  • Client-focused service
  • Purpose-driven engagement

Key Requirements

  • Certified Financial Planner (CFP) designation
  • Canadian Investment Regulatory Organization (CIRO) accreditation
  • 4+ years relevant experience or postsecondary degree/diploma
  • Registered Representative (RR) in good standing
  • AMF licensing for Quebec candidates
  • Completion of Canadian Investment Funds Course or Canadian Securities Course

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter