Financial Planning Consultant

CIBC • Vancouver, BC

10d • Hybrid

About The Position

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.

Requirements

• 7 - 10 years of financial advisory/sales experience with High Net Worth clients.
• Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.
• 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.
• Completed the Canadian Securities Course (CSC).
• Successful designation of CFP (Certified Financial Planner) is required.
• Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.

Nice To Haves

• Conduct and Practices Handbook Course (CPH) is an asset.
• Status of Registered Representative (if required) or status of IIROC.
• Mandarin or Cantonese language skills considered an asset.

Responsibilities

• Provide subject matter expertise of economic and political impact on the business, legislation, competitors, regulators, trends, etc.
• Analyze customer portfolios and prepare retirement/investment plans.
• Interview customers to define and analyze their needs and goals, find gaps, discuss solutions, recommend appropriate asset mix and close the sale.
• Educate customers about their investments and their portfolio.
• Educate Advisors and relationship managers about the role of the Financial Planning Consultant.
• 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.
• 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.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior