Manager advising clients on strategic finance and FP&A solutions at RSM, a leading provider of professional services. Utilizing advanced financial modeling and analytics to drive client success.
About the role
- Financial Planning Consultant at CIBC providing expert wealth management solutions for high net worth clients. Analyzing portfolios and educating clients on investments and financial planning.
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
- Completion of the Canadian Securities Course (CSC) is an asset
- Completion of Conduct and Practices Handbook Course (CPH) (if required)
- Successful designation of CFP (Certified Financial Planner) is required.
Benefits
- Competitive compensation
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers - social, points-based recognition program
- Purpose Day - a paid day off dedicated for growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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