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.
We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and encourage open conversations about compensation throughout the recruitment process.
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 Consultant
Wealth Management Solutions
CIBC financial planning tools
High Net Worth Clients
Investment Knowledge and Expertise
Nice-to-have
Relationship-oriented bank
Empowered at work
Meaningful impact
Diverse network of partners
Act like an owner
Key Requirements
7 - 10 years of financial advisory/sales experience
Certified Financial Planning designation (CFP)
Accredited Registered Representative (RR) with CIRO-ID
Accredited CIRO-MFD licensing
Accredited AMF licensing
Postsecondary degree/diploma and/or 4 years of relevant experience