Financial Planning Advisor

We are building a relationship-focused bank for a modern world. We are recruiting talented and passionate professionals who care about doing the right thing for our clients.

At CIBC, we bet on your strengths and ambitions to give you the power to act. Our team members have what they need to make a significant contribution and be recognized, both for who they are and what they do.

Job Responsibilities

You will be part of the CIBC Financial Planning 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 Advisor, you will be responsible for providing specialized financial planning and wealth management advice, working in partnership with CIBC branch-based advisors. You must be a certified financial planner with the Institute of Financial Planners (IFP), and you will work under the Canadian Securities Regulatory Framework/AMF (Canadian Securities Administrators).

*At CIBC, we offer the best work environment to help you achieve your goals. To successfully perform your tasks, you will work full-time on-site.*

How to Succeed

• Product Knowledge and Support - Provide expertise on the economic and political impact on the company, legislation, competitors, regulators, trends, etc., generally acquired through 7 to 10 years of experience in financial advice/sales with high-net-worth clients. In-depth knowledge and expertise in investment matters and a solid understanding of markets sufficient to respond to detailed and complex requests from a group of sophisticated, well-informed, and wealthy clients.
• Analysis - Analyze client portfolios and prepare retirement/investment plans. Interview clients to define and analyze their needs and objectives, identify gaps, discuss solutions, recommend an appropriate asset allocation, and conclude the sale.
• Service Focus - Educate clients on their investments and portfolio. Educate advisors and relationship managers on the role of the financial planning advisor.
• Partnership - Share the results of discussions with clients and coordinate the delivery of sold products/services with the relationship manager. Identify opportunities for referral to other CIBC subsidiaries involved in managing clients' assets and discuss with relationship management.
• Collaboration - Maintain teamwork with relationship managers within the branch network to identify current and potential high-net-worth clients with investment, business transition, and estate planning needs and obtain referrals. Regularly organize information/seminar sessions for relationship managers.

Your Attributes

• You love people. You find meaning in your relationships with others, and your network includes a diverse group of partners. You inspire trust with your respectful and authentic attitude.
• You prioritize clients. You communicate with the goal of finding the right solutions. You go above and beyond because it's the right thing to do.
• You act like an owner. You thrive when you can take charge, exceed expectations, and deliver results.
• You are a certified professional. You have completed the Securities Industry Essentials Course (SIE) and the Code of Conduct Course is an asset. You have a Certified Representative status and are designated as a Financial Planner with the IFP.
• **You can demonstrate your experience, knowledge, and expertise in placement, as well as a solid understanding of markets, to respond to detailed and complex inquiries from a group of sophisticated, competent, and high-net-worth clients.
• Values matter to you. You stay true to yourself at work and embody our values of trust, teamwork, and accountability.
• #LI-TA
• What CIBC Offers You

At CIBC, your goals are a priority. Based on your strengths and ambitions as an employee, we strive to create opportunities that allow you to realize your potential. Our goal is to offer you a career, not just a paycheck.

• We strive to reward you in a personalized and relevant way, including offering competitive compensation, banking benefits, membership in an employee benefits program*, a defined benefit pension plan*, and an employee stock purchase plan, vacation time, support for your well-being, and Creator of Moments, our point-based recognition social program.
• With our spaces and technological tools, it's easy to bring together great minds to create innovative solutions that improve things for our clients.
• We foster a culture that encourages the expression of your ambitions through initiatives like the Purpose Day, a paid day off that you can use to invest in your growth and development.
• Subject to the terms of the plan and program

What You Need to Know

• CIBC is committed to creating an inclusive work environment where all team members and clients feel welcome. We seek candidates with a wide range of skills and offer accessible experiences. If you need an accommodation, please email Mailbox.careers-careers@cibc.com.
• CIBC is committed to being clear in its hiring process. All postings aim to fill positions for which we are actively recruiting, unless otherwise stated.
• You must be legally eligible to work in Canada in the specified locations and, if applicable, hold a valid work or study permit.
• You may be asked to complete an attributes-based assessment and other competency tests (such as simulations, programming, and French proficiency).
• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to learn more about you and everything you have to offer, and to give you the opportunity to learn more about us.
• Work Location
• 6341 TRANSCANADIENNE
• Employment Type
• Full-time
• Weekly Hours
• 37.5

Skills

Financial Consulting, Customer Experience (CX), Financial Planning, Investments, Analytical Thinking, Wealth Planning, Investment Planning, Retirement Planning, Estate Planning, Investment Products, Customer Service, Collaborative Work