Financial Planning Consultant, Brentwood

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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 ameaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.comWhat you’ll be doing

You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s 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 banking centre based advisors for their clients. The team operates within the Canadian Investment Regulatory Organization (CIRO). Each Financial Planning Consultant will be accredited with their Certified Financial Planning designation (CFP) with Financial Planning Canada and in Quebec the IQPF designation. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. 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. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and encourage open conversations about compensation throughout the recruitment process.Responsibilities

Product Knowledge and Support

– Provide subject matter expertise of economic and political impact on the business, legislation, competitors, regulators, trends, etc. Analysis

– Analyze customer portfolios and prepare retirement/investment plans. Interview Customers

– 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 manager. 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, 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, engage with purpose to find the right solutions, and go the extra mile because it’s the right thingto do.You act like an owner and 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. Successful designation of CFP (Certified Financial Planner) is required.Knowledge in investment 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 live our values – trust, teamwork, and accountability. Mandarin or Cantonese language skills considered an asset.What CIBC Offers

We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers– our social, points‑based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day – a paid day off dedicated for you to use to invest in your growth and development.What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact . CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.Job Location

Brentwood Employment Type

Regular Hours

Weekly Hours 37.5 Skills

Analytical Thinking Client Service Customer Experience (CX) Financial Advising Investment Planning Investment Products Retirement Planning Work Collaboratively At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities– a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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