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
Job Summary
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.
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.
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
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.
Skills & Requirements
Must-have
Wealth management solutions
Holistic financial plans
Investment knowledge and expertise
Respond to complex inquiries
Client discovery advice conversation
Nice-to-have
Relationship-oriented bank
Embrace your strengths and ambitions
Meaningful impact and valued
Passionate about people
Build trust through respect and authenticity
Key Requirements
7 - 10 years of financial advisory/sales experience
Postsecondary degree/diploma and/or 4 years of relevant experience
Certified Financial Planning designation (CFP) or IQPF
Registered Representative (RR) with CIRO-ID
Personal Financial Planner (PFP) or Qualified Associate Financial Planner (QAFP)