Financial Planning Consultant - CIBC, Scarborough

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. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

You will be part of CIBC's Financial Planning and Advice team, offering comprehensive financial planning and specialized wealth planning strategies to clients. This opportunity supports our talent pipeline for finance jobs in Scarborough, offering competitive compensation and variable incentive opportunities.

What you'll do

As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel specializing in wealth management solutions. Your primary responsibilities include:

• Provide subject matter expertise of industry, economic and market impact on the business, legislation, competitors, regulators, and trends.
• Engage with clients in discovery advice conversations to understand and analyze their priorities, family dynamics, and opportunities to optimize financial planning strategies.
• Prepare and present holistic financial plans using CIBC 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 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 to identify high value clients with investment, business transition, and estate planning needs.

Who we're looking for

We are looking for professionals who are passionate about people, put clients first, and act like owners. Candidates must meet the following qualifications:

• Postsecondary degree/diploma and/or 4 years of relevant experience.
• 7 to 10 years of financial advisory or sales experience with high net worth clients typically required for product knowledge and support.
• Current accreditation and good standing as a Registered Representative with CIRO-ID, CIRO-MFD licensing, or AMF licensing depending on region, with CFP upon hire.
• Extensive investment knowledge and expertise with a strong understanding of markets to respond to complex inquiries from sophisticated clients.

About the employer

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. We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, wellbeing support, and employee assistance programs.