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'll join the P&BB Advice and Practice Excellence team as a Financial Planning and Advice Coach reporting into the Director, of our Financial Planning Advice Centre.
As a Bilingual Financial Planning Advice Coach, you’ll provide accurate, timely and comprehensive advice and information over the phone in both English and French to the CIBC and Wood Gundy advisory sales force so our Advisors can deliver personalized planning and advice to personal and business clients. You’ll be responsible to respond to inquiries through either a 1- 800 line or mailbox which may cover a broad spectrum of topics and complexity related to financial planning and advice. Your responses will be tailored to the clients’ financial objectives and specific needs to ensure that plans prepared by our advisors are of the highest quality. You’ll build content and deliver advice and planning related training in our intake programs and participate in or lead internal or partner projects by leveraging information and subject matter expertise.
How You’ll Succeed
Financial Planning Expertise - Deliver, on demand a broad range of expertise and integrated financial solutions to ensure that personal and business clients receive, tailored information, advice and quality plans. Topics cover investment, retirement and education planning, trust and estates, debt management, insurance and tax considerations, wealth management solutions and services and online tools (both proprietary and third party). Proactively provide information and advice and flag planning opportunities which enables the sales force to anticipate and respond to client needs in a professional, consistent way.
Industry & Market Expertise - Maintain expert level of knowledge of market and financial trends, 3rd party products and competitive offers, economics, taxation, compliance, regulatory and legal matters and communicate where and how events or conditions affect our clients. Establish and maintain awareness of external resources to assist in problem resolution.
Strong Communication and Writing Skills - Build content and facilitate the delivery of on-site or remote workshops. Create and update online publications, resources and tools.
Relationship Management - Provide a high level of partnership and advice to our internal Advisory and management teams. Establish and maintain organizational partnerships to keep knowledge current. Contribute as a subject matter expert to various CIBC and partner initiatives.
Who You Are
You're a certified professional. You have current accreditation and good standing in the Certified Financial Planner (CFP) designation. You have a Registered Retirement Consultant (RRC) designation or commitment to attain within 12 months of accepting the role . It’s an asset if you have an account designation such as CA or CGA.
You can demonstrate a minimum of 3 years of practical experience as a Financial Planner with a well-developed financial background and comprehensive knowledge of wealth management products and services.
You are fluent in French.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best..
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
Job Posting Expires: August 5, 2020
Number of Openings: 4
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
161 Bay Street, 39th Floor