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CIBC US

Financial Planning Consultant

CIBC US

Financial Planning Consultant at CIBC responsible for providing expert financial planning and wealth management solutions. Collaborating with banking centre advisors to enhance client financial outcomes.

Posted 5/31/2026full-timeBurnaby • 🇨🇦 CanadaSeniorLead💰 CA$50,000 per yearWebsite

About the role

Key responsibilities & impact
  • Provide expert financial planning counsel that specializes in wealth management solutions
  • Collaborate with CIBC banking centre based advisors
  • Analyze customer portfolios and prepare retirement/investment plans
  • Educate customers about their investments and portfolios
  • Maintain teamwork with relationship managers in the branch network

Requirements

What you’ll need
  • 7 - 10 years of financial advisory/sales experience with High Net Worth clients
  • Extensive investment knowledge and expertise
  • Strong understanding of markets
  • Ability to analyze customer portfolios and prepare retirement/investment plans
  • Knowledge of estate planning, business transition planning, tax minimization strategies, and protection planning
  • Certified Financial Planner (CFP) designation
  • Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is an asset
  • Status of IIROC registered representative if required

Benefits

Comp & perks
  • Competitive compensation
  • Banking benefits
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers recognition program
  • Paid day off for personal growth

ATS Keywords

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Hard Skills & Tools
financial planningwealth managementinvestment analysisportfolio managementretirement planningestate planningbusiness transition planningtax minimization strategiesprotection planning
Soft Skills
collaborationcustomer educationteamworkrelationship management
Certifications
Certified Financial Planner (CFP)Canadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)IIROC registered representative