We're building a relationship-oriented bank for the modern world. You will be part of CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC's 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). Details on your work arrangement (proportion of in office and remote work) will be discussed at the time of your interview. typically acquired through 7
- 10 years of financial advisory/sales experience with High Net Worth clients. Analysis
- Analyze customer 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. 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. You find meaning in relationships, and surround yourself with a diverse network of partners. You have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is an asset. Successful designation of CFP (Certified Financial Planner) is required. 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. This posting is for a role we regularly recruit for to support our talent pipeline. 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Customer Experience (CX) Investment Planning Investment Products Retirement Planning At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities
- a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. This role is also eligible for variable incentive compensation, which varies significantly based on several factors, including employee performance.

📌 Financial Representative (Canada)
🏢 Canadian Imperial Bank of Commerce
📍 Canada