Job Description

WeaEUR(TM)re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whataEUR(TM)s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit



What YouaEUR(TM)ll Be Doing

You will be part of CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBCaEUR(TM)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 Investment Industry Regulatory Association of Canada (IIROC) framework or the Mutual Funds Dealer Association (MFDA) and the entire team (100%) must be Certified with the Institut quebecois de planification financiare (IQPF).

How YouaEUR(TM)ll 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- 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. 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 IQPF.

You have knowledge in. 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.

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, our people are our greatest asset. YouaEUR(TM)ll become part of a diverse community that acknowledges everyoneaEUR(TM)s unique talents, and empowers teams to do whataEUR(TM)s right for the client, and to do it well. As part of our team, you will:

Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home

Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity

Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training

Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan

In addition this role offers:

Generous base salary + competitive commission structure - among the highest compensation packages in the industry

Additional earning potential for new assets acquired (pay for performance)

15-20 referral sources

10-15 branches per territory

Partnership opportunities with Commercial and Retail Banking, Private Wealth Management

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact

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.

Job Location Mont-1155 Rene Levesque O

Employment Type Regular

Weekly Hours 37.5

Skills

Financial Planning