Financial Planning Specialist

CIBC•Halifax, NS

6d•Hybrid

About The Position

The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success. The financial planning process reviews the clients’ personal circumstances and objectives, and develops appropriate strategies and solutions to meet both their short term and long term needs. 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

Demonstrate experience as a Financial Planning Specialist.
Minimum of 5-10 years experience in Full Financial Planning, with some expertise in tax, and legal planning.
Certified professional.
Current CFP or PFP accreditation and in good standing.
Put our clients first.
Engage with purpose to find the right solutions.
Go the extra mile, because it's the right thing to do.
Passionate about people.
Find meaning in relationships, and surround yourself with a diverse network of partners.
Build trust through respect and authenticity.
Values matter to you.
Bring your real self to work and you live our values – trust, teamwork and accountability.

Nice To Haves

CPA, LLQP or STEP designations

Responsibilities

Prepare Financial Plans- Provide highly specialized advice and consultation with respect to a broad range of complex financial planning aspects to add value to the client relationship.
Offer expertise in strategies and solutions for clients - retirement planning; goal planning; life & wealth protection; milestones & purchases planning; succession planning, and tax planning.
Industry Expertise- Keep up-to-date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation and product platforms in an area that is subject to frequent change.
Provide expertise in dealing with high value clients, each with specific needs and circumstances requiring a unique financial analysis and plan to meet their short term and long term financial requirements.
Branch & Sales Support- Promotes financial planning strategies as a way of empowering the Investment Advisors to gather and retain assets, which may be generated by product sales as well as client referrals.
Support market activities targeted at developing new external business sources and prospects.
Supports IAs in client annual follow-up meetings as it relates to Financial Planning.

Benefits

competitive salary
incentive pay
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