Conseiller patrimonial (remote)
Canadian Imperial Bank of Commerce
Were building a relationship-oriented bank for the modern world. 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.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
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; milestones & purchases planning; succession planning and tax planning.
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. Supports IAs in client annual follow-up meetings as it relates to Financial Planning.
You find meaning in relationships and surround yourself with a diverse network of partners. You can demonstrate experience as a Financial Planning Specialist. Its an asset if you have your LLQP or STEP designations.
We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit .
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation coding French proficiency MS Office). Halifax-1969 Upper Water St.
Analytical Thinking Client Service Customer Experience (CX) Financial Advising Investment Planning Investment Products Portfolio Management Retirement Planning Work Collaboratively
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