Finance Officer supporting financial operations of a multi - site hospitality group. Managing high - volume transactions and reconciliations with a collaborative team in a hybrid setup.
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
Finance Manager overseeing the financial function in a growing company based in Barcelona. Leading financial management and ensuring compliance with regulations and reporting standards.
Director of Sales acquiring key enterprise merchants for Trustly’s financial services and gaming verticals. Managing full sales cycle while ensuring compliance and delivering top - tier client service.
Financial Planning Analyst at Quala, focusing on key financial analysis and strategic business decisions. Building impactful financial reports and collaborating across different business areas in a hybrid setup.
Commercial Finance Manager shaping financial direction at a digital payments scale - up in automotive. Reporting to the Finance Director, partnering with leaders and managing financial planning and reporting.
Financial Analyst managing financial reporting and analysis at tech - driven resource management company. Collaborating with cross - functional teams and ensuring accuracy in financial processes.
Financial Analyst supporting data - driven decision - making across the company at Air Apps. Collaborating with finance and cross - functional teams to improve financial processes.
Director of Finance leading financial strategy and operational efficiency at Liferaft, a software security company helping organizations manage risks. Collaborating with senior leadership and overseeing finance functions.
Financial Advisor at Ataraxis Wealth Management supporting clients in financial planning. Focused on building clientele, educating clients, and developing financial solutions.
Finance Manager overseeing financial operations in Austria as the company scales internationally. Collaborating with stakeholders to ensure compliance and improve processes within finance.