Key skills
Sales
About this role
Role Overview
- Provide expert financial planning counsel that specializes in wealth management solutions
- Collaborate with CIBC banking centre based advisors
- Analyze customer portfolios and prepare retirement/investment plans
- Educate customers about their investments and portfolios
- Maintain teamwork with relationship managers in 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
- Ability to analyze customer portfolios and prepare retirement/investment plans
- Knowledge of estate planning, business transition planning, tax minimization strategies, and protection planning
- Certified Financial Planner (CFP) designation
- Completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is an asset
- Status of IIROC registered representative if required
Benefits
- Competitive compensation
- Banking benefits
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers recognition program
- Paid day off for personal growth