We’re building a relationship-oriented bank for the modern world. 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. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. This roleis also eligible for variable incentive compensation, which varies significantly based on several factors, including employee performance. 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 – Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family energetic,



identifying opportunities to optimize financial planning strategies to build wealth and recommend solutions that align. Analyzeclients financial situation and investment portfolios and align recommendations to clients goals.

Prepare and present holistic financial plans using CIBC financial planning tools that encompass retirement, education, intergenerational estate considerations while incorporating future income requirements and consideration.

Service

Focus – Provide clients insights on the current economic and market environment and the effect on their investment portfolios.

Educate

Advisors and relationship managers about the role and the value proposition of the Financial Planning Consultant utilizing strong interactive and presentation skills to convey both factual and conceptual information. Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manager. Collaboration – Work as a team with relationship managers within the banking centre network in order to identify current and potential High Value Clients with investment, business transition and estate planning needs and obtain referrals.

You find meaning in relationships, and surround yourself with a diverse network of partners.



You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC).

It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790). 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. We work to recognize you in meaningful, personalized ways including competitive compensation, 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process.

Analytical

Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively #

📌 Financial Representative (Part/Full-Time) (Canada)
🏢 CIBC
📍 Canada