We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions so you feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you'll be doing
You will be joining CIBC Private Wealth Management as part of the Wealth Planning Group. Your focus will be on attracting, growing and deepening client relationships within CIBC Private Banking through sound wealth planning and advice. Your expert knowledge of financial planning, wealth solutions, in coordination with other professionals will help you meet the unique needs of a private wealth client.
You will be a part of a diverse team of HNW planners spanning across the country, but your day to day focus will be in the business working alongside Private Bankers to achieve business results.
As a senior member of the team, you will lead initiatives to drive business results through sound practice management and strong business development, while maintaining high standards of client service.
Success will be found in demonstrating CIBCs ability and desire to help clients meet their wealth ambitions. The successful candidate can be located in GTA North or Mississauga.
How you'll succeed
Support Private Bankers in attracting and earning client business
Provide expert financial advice & wealth planning services
Lead efforts in achieving business results
Establish and maintain a network of relationships within the delivery network in order to increase consolidation of High Value Client business.
Build a culture of collaboration across multiple client offers (One CIBC) so that clients are served by those best able to meet their financial goals
Support a client-centric management culture with a strong focus on creating value for clients: through emphasis on a strong advisory focus, sales, risk management and performance orientation
Champion CIBC within the community to deepen existing client relationships and develop new ones
Build CIBC Private Banking market profile through active involvement in the community, with key industry associations, advocates and clients.
Implement & ensure execution on the firm’s key strategic initiatives.
Who you are
You have extensive experience in Financial Planning. Experienced HNW Financial Planner with at least 5 years of experience advising in the HNW segment. Deep understanding of investment products with the ability to compare and contrast solutions. Proven track record of delivering results. You understand the wealth management business and can pull together expertise needed to support clients.
Your a certified professional. you hold the Certified Financial Planner (CFP) designation, you are IIROC Licensed. TEP is an asset.
Values matter to you. You bring your real self to work and you live our values– trust, teamwork and accountability.
What CIBC Offers
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
Connect : Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities and individual development planning
Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
What You Need to Know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation during the application or interview process, please contact Mailbox.email@example.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
1 York Street, Toronto Ontario