Financial Planning Consultant
Listed on 2026-01-01
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Finance & Banking
Financial Consultant, Financial Advisor
Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.
À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.
Pour en savoir plus sur la Banque CIBC, visitez le site .
What you’ll be doing
You will be part of CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s high net worth clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. 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 branch based advisors.
The team operates within The Canadian Investment Regulatory Organization (CIRO) framework and the entire team (100%) must be Certified Financial Planners (CFP).
The expected annualized base salary for this role is $50,000.
This role is also eligible for variable incentive compensation, which varies significantly based on several factors, including employee performance
How you’ll succeed
Analysis- Analyze customer portfolios and prepare retirement/investment plans. Interview customers to define and analyze their needs and goals, find gaps, discuss solutions, recommend appropriate asset mix and close the sale.
Service Focus
- Educate customers about their investments and their portfolio. Educate Advisors and relationship managers about the role of the Financial Planning Consultant. Very strong interactive/presentation skills sufficient to convey both factual and conceptual information/ideas to clients and the CIBC sales force and to establish and maintain good relationships with clients and colleagues.
Partnership- Share results of customer discussions and coordinate the delivery of products/services sold with the relationship manager. Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manage.
Collaboration- maintain teamwork with relationship managers within the branch network in order to identify current and potential High Value Customers with investment, business transition and estate planning needs and obtain referrals. Conduct regular information sessions/seminars for relationship managers.
Who you are
You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You are a certified professional. You have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
is an asset
. Status of Registered Representative (if required) or status of IIROC. Successful designation of CFP (Certified Financial Planner) is required.
You have knowledge in. Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.
Values matter to you
. You bring your real self to work and you live our values…
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