Financial Planning Advisor

CIBC • Toronto, ON

23h • Hybrid

About The Position

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 a meaningful impact and are truly valued for who they are and what they contribute. This role involves working as part of a leading Wealth Management practice to understand the unique and complex needs of high net worth clients, and offer recommendations to optimize and grow the clients’ wealth. Financial Planners develop a holistic and integrated wealth management strategy – one that combines investment management, estate planning, tax planning, and retirement planning strategies amongst others so they all work together to achieve your clients’ goals. At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview. This role may require frequent travel.

Requirements

• 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.
• Certified professional (CPA, CA, CFP).
• Legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.

Nice To Haves

• Additional designations such as LLB, TEP, and FEA are considered an asset.

Responsibilities

• Prepare and present comprehensive financial plans that meet existing and prospective client’s needs and objectives for HNW clients by leveraging internal CIBC expertise.
• Work with the client’s other external advisors as appropriate (i.e. lawyers and accountants) in gathering and validating information to support development of plans and recommendations.
• Work proactively with your team and internal and external partners and other trusted advisors to lead the development of an integrated financial plan for new and existing HNW clients.
• Assemble a multi-disciplined team to develop innovative domestic and global solutions for the client’s personal and business needs (banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business, charitable giving etc.)

Benefits

• Competitive compensation
• Banking benefits
• A benefits program
• Defined benefit pension plan
• Employee share purchase plan
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed