Financial Planning Consultant (Duncan)

Nous btissons une banque axe sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionns qui ont cur de faire ce quil faut pour nos clients. la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir dagir. Les membres de notre quipe disposent de ce dont ils ont besoin pour apporter une contribution significative et tre valoriss, la fois pour ce quils sont et ce quils font. Pour en savoir plus sur la Banque CIBC, visitez le site . What youll be doing You will be part of CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBCs high net worth 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 branch based advisors. The team operates within The Canadian Investment Regulatory Organization (CIRO) framework and the entire team (100%) must be Certified Financial Planners (CFP). The expected annualized base salary for this role is $50,000. This roleis also eligible for variable incentive compensation, which varies significantly based on several factors, including employee performance. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and encourage open conversations about compensation throughout the recruitment process. How youll succeed Product Knowledge and Support - Provide subject matter expertise of economic and political impact on the business, legislation, competitors, regulators, trends, etc. typically acquired through 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. Analysis- Analyzecustomer 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. Service Focus - Educate customers about their investments and their portfolio. Educate Advisors and relationship managers about the role of the Financial Planning Consultant. 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. Partnership- 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 manage. Collaboration- 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. Who you are You''re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it''s the right thing to do. You act like an owner. You thrive when you''re empowered to take the lead, go above and beyond, and deliver results. You are a certified professional. You have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is an asset . Status of Registered Representative (if required) or status of IIROC. Successful designation of CFP (Certified Financial Planner) is required. You have knowledge in. Investment knowledge and expertise and robust understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group. Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability. At CIBC, we seek individuals who value innovation,collaboration and client service. This posting is for a rolewe regularly recruit for to support our talent pipeline. Applyto be considered for future opportunities #LI-TA Ce que la Banque CIBC vous offre la BanqueCIBC, vos objectifs sont une priorit. En fonction de vos forces et de vos ambitions en tant quemploy, nous nous efforons de crer des occasions qui vous permettront dexploiter votre potentiel. Notre objectif est de vous offrir une carrire, pas uniquement un chque de paie. Nous nous efforons de vous rcompenser de faon personnalise et pertinente, notamment en vous offrant un salaire concurrentiel, une rmunration au rendement, des avantages bancaires, ladhsion un programme davantages sociaux*, un rgime de retraite prestations dtermines* et un rgime dachat dactions par les employs, des vacances, du soutien pour votre bien-tre et Crateur de moments, notre programme social de reconnaissance bas sur des points. Grce nos espaces et nos outils technologiques, il devient facile de runir les grands esprits pour crer des solutions novatrices qui amliorent les choses pour nos clients. Nous favorisons une culture qui encourage lexpression de vos ambitions au moyen dinitiatives comme la journe Raison dtre, une journe de cong pay dont vous pouvez profiter pour investir dans votre croissance et votre perfectionnement. *Sous rserve des modalits du rgime et du programme Ce que vous devez savoir La BanqueCIBC sest engage crer un milieu de travail intgrateur o tous les membres de lquipe et les clients se sentent leur place. Nous recherchons des candidats dots dun large ventail de comptences et offrons une exprience accessible aux candidats. Si vous avez besoin dune solution dadaptation, crivez . La Banque CIBC sengage faire preuve de clart dans le cadre de son processus dembauche. Tous les affichages visent pouvoir des postes pour lesquels nous recrutons activement, moins davis contraire. Vous devez tre lgalement admissible travailler au Canada dans les lieux prciss ci-dessus et, sil y a lieu, dtenir un permis de travail ou dtudes valide. Nous pourrions vous demander de remplir une valuation fonde sur les attributs et dautres tests de comptences (comme la simulation, la programmation, la matrise du franais) Nous utilisons des outils dintelligence artificielle pendant le processus de recrutement. Notre objectif pour le processus de demande est den apprendre davantage sur vous et sur tout ce que vous avez offrir, et de vous donner loccasion den apprendre davantage sur nous. Lieu de travail Duncan-16 Station St Type demploi Permanent Heures de travail hebdomadaires 37.5 Comptences Consultation financire, Exprience client (CX), Pense analytique, Planification de l''investissement, Planification de la retraite, Produits d''investissements, Service client, Travailler de manire collaborative Apply on Kit Job: kitjob.ca/job/2ndo5t