Financial Planning Strategist
About The Position
As a Financial Planning Strategist at CIBC, you will support and work closely with Relationship Managers, Business Development Officers, and clients to analyze, communicate, and implement financial planning strategies for high-net-worth and ultra-high-net-worth clients. You will also provide client support to the Wealth Strategies team. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview. The position involves preparing and presenting financial plans, discussing planning options with clients, managing planning requests, and contributing to the development and promotion of financial planning models and offerings. The role is based at CIBC’s Chicago, Illinois location and has a 40-hour workweek.
Requirements
- Experience developing and presenting financial plans to clients and colleagues.
- Excellent technology skills, including demonstrated proficiency with eMoney or similar financial planning tools, Microsoft Word, Excel, PowerPoint, Outlook, and Adobe.
- A CFP, CTFA, CPA, or similar professional designation.
- Excellent verbal and written communication skills, including experience communicating financial planning strategies to high-net-worth and ultra-high-net-worth clients.
- Initiative, ownership, and a focus on delivering results.
- Strong attention to detail and critical-thinking skills.
- Ability to investigate complex problems, interpret information, and communicate detailed information meaningfully.
- Exceptional organizational skills, including the ability to multitask, solve problems, and meet deadlines.
- Ability to work collaboratively and demonstrate trust, teamwork, and accountability.
Responsibilities
- Perform financial planning analyses by reviewing financial statements and other data, gathering additional information as needed, entering data, evaluating scenarios in response to client requests, and identifying additional planning considerations.
- Adapt computer-generated output to CIBC’s polished brand format and review plans with Relationship Managers to confirm they meet expectations.
- Deliver financial plans to clients, discuss potential planning options based on results, and perform live alternative planning scenarios as appropriate.
- Triage, prioritize, and manage multiple requests efficiently with minimal guidance and supervision.
- Assist in developing additional financial planning models and offerings.
- Promote the financial planning offering across the firm.
- Support the Wealth Strategies team and work with Relationship Managers, Business Development Officers, and clients.
Benefits
- Competitive salary and incentive compensation, potentially including a discretionary bonus.
- Medical, dental, and vision coverage.
- Health Savings Account.
- Life, disability, and other insurance plans.
- Paid time off, including sick leave, parental leave, and vacation.
- Paid holidays.
- 401(k).
- Banking benefits.
- Wellbeing support.
- MomentMakers social, points-based recognition program.
- Purpose Day, a paid day off for growth and development.
- Other special perks for team members.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
