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As one of Canada's largest employers, CIBC offers a variety of career opportunities. Our people are the key to achieving our vision of being the leader in client relationships, which is why we work hard to create an environment where all employees can excel.
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Take a moment to picture yourself working for one of Canada's leading financial institutions, where a spectrum of possible career paths offers you remarkable choice, flexibility - and a real opportunity to grow.
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Estate Planning Specialist
Business Unit Description: CIBC Wealth Management is focused on providing excellence in relationship-based advice, service and product solutions that meet our clients' needs. We have a comprehensive offer that addresses the full spectrum of wealth building clients, from self-directed investors to high net worth private wealth individuals to institutional clients.
CIBC Wealth Management is comprised of three areas - distribution, product and money management. Our distribution network includes our full-service brokerage, CIBC Wood Gundy, and CIBC Investor's Edge, our online brokerage.
CIBC Wood Gundy offers in-depth investment expertise on a comprehensive range of investments including industry-leading managed solutions, securities (equities, bonds, trust units, mutual funds, alternative investments), as well as estate planning. CIBC Wood Gundy's extensively trained and accredited Investment Advisors help clients build and preserve their investment portfolios.
Relevant Job Criteria: - You must have prior legal authorization to work in the location for which you are applying. - Relocation assistance is not available with this opportunity.
Job Overview: Working in conjunction with the Investment Advisor, you will provide estate planning solutions to the client's of CIBC Wood Gundy by incorporating financial planning expertise to determine strategic long-term direction for the client.
Key Accountabilities / Activities: Each Estate Planning Specialist will work with Investment Advisors and cover clients assigned to them at a CIBC Wood Gundy branch, which will act as their home base, and may also be assigned clients to cover at a variety of satellite branches. Within the branch, you will be supervised by and report directly to the Executive Director of Estate Planning Solutions while also maintaining a reporting relationship with the Branch Manager. You will be responsible to:
. Develop and maintain a portfolio of insurance clients with a focus on financial and estate planning . Work with Investment Advisors, clients and prospects to analyze and identify insurance needs using appropriate products, planning methods and tools . Motivate the Investment Advisors to assess and evaluate the appropriateness of life insurance products to meet CIBC Wood Gundy's clients' financial and estate planning objectives . Develop the capability of all assigned Investment Advisors and Branch Offices to sell various life insurance concepts directly to their clients and prospects . Develop life sales jointly with assigned Investment Advisors . Consult with Investment Advisors regarding illustrations, product selection and application reviews prior to the completion of sales
Requirements: Knowledge/Skill Requirements: . Minimum five to eight years Life insurance experience with a previous finance/sales/entrepreneurial work experience and a proven track record of achieving results . Working knowledge of business/finance/economics acquired through the combination of a university degree within a related field/Industry related designation and/or relevant experience . Knowledge of insurance concepts, products and services . Excellent interpersonal/relationship building skills required to build strong, positive, trusting client relationships . Excellent time management and organizational skills sufficient to meet multiple/ tight deadlines in a high pressure environment . Communication skills: writing skills sufficient to prepare proposals and presentation/seminar materials; presentation skills to convey both factual and conceptual information and ideas to clients and Investment Advisors . Supervisory skills required to manage staff (i.e. assigned Estate Planning Assistant) . Working knowledge of the CIBC's organization structure and business activities as they relate to the unit in which the incumbent works. . Working knowledge of PC applications . Ability to quickly acquire knowledge, demonstrate competence, and add value to the client relationships . Canadian Securities Course an asset . Certified Financial Planner, Certified Life Underwriter designations an asset . Continued education required on an on-going basis . French and English speaking an asset . All licences (i.e. LLQP) must be current and up-to-date
Job Complexities/Challenges: . Establishing and maintaining trust with both Investment Advisors and clients . Maintaining professional relationships with CIBC employees, Head Office, external contacts - Life companies, vendors and suppliers, other EPSs and EPAs . Dealing with competing priorities and maximizing use of time . Keeping abreast of market conditions, trends, and changes to legislation and product platforms in an area that is subject to frequent change. This includes analyzing information/trends and applying it to individual client needs . Ability to accept rejection of proposals and remain self-motivated . Using your entrepreneurial skills to achieve revenue targets and ongoing growth to the business
Rewards
At CIBC, we're committed to providing employees with fair and competitive compensation that reflects individual contribution, business performance and related markets. Our total compensation programs are comprised of direct and indirect components. Together they reward employee capability and performance and promote employee well-being.
Benefits
Employee Share Purchase Plan
Employee Banking Offer
Recognition
At CIBC, there are formal and informal methods available to acknowledge employee and team contributions throughout the year. Formal recognition programs recognize outstanding performance by individuals and teams at CIBC. CIBC's formal programs include the CIBC Achievers Program, eAchievers and the Chairman's Council and President's Council Awards in Wood Gundy. We developed these programs to reward those who demonstrate our core values of Trust, Teamwork and Accountability.
