Financial Planning Consultant

CIBC Capital Markets

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 plan preparation
This role involves providing comprehensive financial planning and specialized wealth strategies to CIBC's high net worth clients

Job Summary

  • This role involves providing comprehensive financial planning and specialized wealth strategies to CIBC's high net worth clients.
  • The position requires collaboration with banking centre-based advisors to identify opportunities and deliver holistic financial plans.
  • CIBC offers a competitive compensation package including variable incentives, a defined benefit pension plan, and wellbeing support.

Matching Summary

This role involves providing comprehensive financial planning and specialized wealth strategies to CIBC's high net worth clients.

Salary

Variable incentive compensation based on performance; Competitive base salary; Defined benefit pension plan included

Skills & Requirements

Must-have

  • 7-10 years financial advisory experience
  • High net worth client relationship management
  • Holistic financial plan preparation
  • Investment portfolio analysis expertise
  • Client discovery and needs assessment

Nice-to-have

  • Strong interactive presentation skills
  • Passion for building trust and relationships
  • Ability to conduct seminars for advisors
  • Proactive ownership of results
  • Diverse network of partners

Key Requirements

  • Certified Financial Planning (CFP) designation
  • CIRO-ID Registered Representative accreditation
  • Quebec AMF licensing or CIRO-MFD licensing
  • Canadian Investment Funds Course (CIFC) or Securities Course (CSC)
  • Postsecondary degree or 4 years relevant experience

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter