CIBC US

Financial Planning Consultant

CIBC US

full-time

Posted on:

Location Type: Hybrid

Location: Duncan • 🇨🇦 Canada

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Salary

💰 CA$50,000 per year

Job Level

SeniorLead

About the role

  • Provide expert financial planning counsel specializing in wealth management solutions
  • Work in partnership with CIBC branch based advisors
  • Analyze customer portfolios and prepare retirement/investment plans
  • Interview customers to define and analyze their needs and goals
  • Educate customers about their investments and their portfolio
  • Maintain teamwork with relationship managers within the branch network

Requirements

  • 7 - 10 years of financial advisory/sales experience with High Net Worth clients
  • Extensive investment knowledge and expertise
  • Strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group
  • Successfully completed the Canadian Securities Course (CSC)
  • 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
Benefits
  • Competitive salary
  • Incentive pay
  • Banking benefits
  • Benefits program*
  • Defined benefit pension plan*
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers, our social, points-based recognition program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningwealth managementinvestment analysisportfolio managementretirement planningcustomer needs analysisinvestment educationfinancial advisorysales experiencemarket analysis
Soft skills
teamworkcommunicationcustomer relationship managementanalytical skillsproblem-solvinginterpersonal skillsadvisory skillsclient engagementnegotiationcollaboration
Certifications
Canadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)Registered RepresentativeIIROCCertified Financial Planner (CFP)