Financial Planner - CIBC, Edmonton

Position summary

We are building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what is right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. You will be part of CIBC's Financial Planning and Advice team, offering comprehensive financial planning and specialized wealth planning strategies to clients.

Key duties

• Provide subject matter expertise of industry, economic and market impact on the business, legislation, competitors, regulators, and trends.
• Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic.
• Analyze clients financial situation and investment portfolios and align recommendations to client goals.
• Prepare and present holistic financial plans using CIBC financial planning tools that encompass retirement, education, and intergenerational estate considerations.
• Provide clients insights on the current economic and market environment and the effect on their investment portfolios.
• Educate Advisors and relationship managers about the role and the value proposition of the Financial Planning Consultant.
• Share results of client discussions and coordinate the delivery of products and services sold with the relationship manager.
• Work as a team with relationship managers within the banking centre network in order to identify current and potential High Value Clients.

Skills and experience

• Typically acquired through 7 to 10 years of financial advisory or sales experience with high net worth clients.
• Extensive investment knowledge and expertise and strong understanding of markets.
• Postsecondary degree or diploma and/or 4 years of relevant experience.
• Current accreditation and good standing as a Registered Representative with Canadian Investment Regulatory Organization - Investment Dealer or CIRO-MFD licensing, with CFP upon hire.
• Strong interactive and presentation skills to convey both factual and conceptual information.

Who you'll work with

You will work closely with relationship managers and banking centre based advisors to identify high value clients with investment, business transition, and estate planning needs, collaborating to deliver exceptional financial solutions.