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Financial Planning Advisor
CIBC USFinancial Planner role at CIBC managing high net worth clients' wealth, providing integrated financial strategies. Collaborating with a multi-disciplined team for tailored solutions in wealth management.
About the role
Key responsibilities & impact- Working as part of a leading Wealth Management practice to understand the unique and complex needs of high net worth clients.
- Offer recommendations to optimize and grow the clients’ wealth.
- Develop a holistic and integrated wealth management strategy.
- Collaborate with internal and external partners to lead the development of an integrated financial plan for clients.
Requirements
What you’ll need- You’re an expert financial planner.
- Superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients.
- Extensive experience working with High Net Worth clients.
- You are a CPA, CA, CFP.
- Additional designations such as LLB, TEP, and FEA are considered an asset.
Benefits
Comp & perks- competitive compensation
- banking benefits
- a benefits program*
- defined benefit pension plan*
- an employee share purchase plan
- a vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningwealth management strategycomprehensive financial plans
Soft Skills
collaborationclient relationship management
Certifications
CPACACFPLLBTEPFEA