Technical Lead for Open Finance solutions in Brazil focusing on data sharing and ensuring compliance. Leading a development team to build scalable and secure platforms within regulatory standards.
About the role
- Financial Planning Consultant providing expert financial planning counsel and wealth management solutions to high net worth clients. Analyzing portfolios and educating clients on investment strategies.
Responsibilities
- Provide expert financial planning counsel specializing in wealth management solutions
- Work in partnership with CIBC branch based advisors
- Analyze customer portfolios and prepare retirement/investment plans
- Interview customers to define and analyze their needs and goals
- Educate customers about their investments and their portfolio
- Maintain teamwork with relationship managers within the branch network
Requirements
- 7 - 10 years of financial advisory/sales experience with High Net Worth clients
- Extensive investment knowledge and expertise
- Strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group
- Successfully completed the Canadian Securities Course (CSC)
- 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
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
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