Financial Planning Advisor

CIBC; England; Presencial; CAD 90 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive compensation

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Resumo da oferta

CIBC Wealth Management is seeking an experienced Financial Planner to serve high net worth clients in Canada. You will develop comprehensive plans spanning investments, estate, tax, and retirement to help clients meet their goals and grow wealth.

Collaborate with lawyers and accountants, assemble multi-disciplinary teams, and present tailored strategies. The role may require frequent travel and a client-first mindset, with CPA/CFP designations highly regarded.

Qualificações

• Expert financial planner for HNW/UHN clients.
• Proven ability to develop comprehensive financial plans.
• Experience with tax planning and estate strategies.

Responsabilidades

• Prepare and present comprehensive financial plans for HNW/UHN clients.
• Collaborate with external advisors to gather and validate information.
• Lead multi-disciplinary teams to create integrated wealth solutions.

Conhecimentos

Client First

Financial Planning

Wealth Management

Investment Planning

Tax Planning

Estate Planning

Proposal Writing

Formação académica

CPA/CA/CFP

Other Designations (LLB/TEP/FEA)

Ferramentas

None

Descrição da oferta de emprego

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 are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

High net worth clients often require additional expertise due to their level of wealth and the complexities involved. You will be working as part of a leading Wealth Management practice to understand the unique and complex needs of their high net worth clients, and offer recommendations to optimize and grow the clients’ wealth. Financial Planners develop a holistic and integrated wealth management strategy – one that combines investment management, estate planning, tax planning, and retirement planning strategies amongst others so they all work together to achieve your clients’ goals. At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview. This role may require frequent travel.

How You’ll Succeed

• Client First - Prepare and present comprehensive financial plans that meet existing and prospective client’s needs and objectives for HNW clients by leveraging internal CIBC expertise.
• Work with the client’s other external advisors as appropriate (i.e. lawyers and accountants) in gathering and validating information to support development of plans and recommendations.
• Collaboration - Work proactively with your team and internal and external partners and other trusted advisors to lead the development of an integrated financial plan for new and existing HNW clients. Assemble a multi-disciplined team to develop innovative domestic and global solutions for the client’s personal and business needs (banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business, charitable giving etc.)

Who You Are

• You’re an expert financial planner.
• You can demonstrate superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients.
• You have a tax background and at least 5 years of UHN planning.
• 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 have extensive experience working with High Net Worth clients.
• You're a certified professional.
• You are a CPA, CA, CFP.
• Additional designations such as LLB, TEP, and FEA are considered 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, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including

• competitive compensation
• banking benefits
• a benefits program*
• defined benefit pension plan*
• an employee share purchase plan
• a vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

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, please contact [e-mail]

CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location: London-255 Queens, 2200

Employment Type: Regular

Weekly Hours: 37.5

Skills:

• Business Development
• Client Service
• Customer Experience (CX)
• Financial Advising
• Investment Planning
• Proposal Writing
• Results-Oriented

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.