Financial Planning Consultant

Canadian Imperial Bank of Commerce; Vancouver; On-site; CAD 75,000 - 100,000; Full time

Job summary

The Canadian Imperial Bank of Commerce is seeking a Financial Planning Consultant in Vancouver. This role focuses on managing client portfolios, providing financial advice, and mentoring a team of advisors. Applicants must have significant experience and relevant certifications, allowing them to help clients achieve their financial goals.

Benefits

Competitive compensation

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• 4+ years experience in financial advisory roles managing complex relationships.
• Current accreditation and good standing for CIRO-ID and CIRO-MFD licensing.
• Knowledge of intergenerational, estate, and retirement planning.

Responsibilities

• Manage and grow a complex client portfolio through self-sourced leads.
• Provide in-depth financial advice and exceptional client service.
• Mentor a team of advisors and support informed client choices.

Skills

Analytical Thinking

Client Service

Customer Experience (CX)

Financial Advising

Investment Planning

Investment Products

Retirement Planning

Work Collaboratively

Education

CFP upon hire

CIRO-ID licensing

Conduct and Practices Handbook Course (CPH)

Wealth Management Essentials Course (WME)

Job description

Financial Planning Consultant page is loaded

Financial Planning Consultant

Apply locations Vancouver, BC time type Full time posted on Posted 2 Days Ago time left to apply End Date: June 30, 2025 (1 day left to apply) job requisition id 2509256

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

As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio through self-sourced leads, provide dedicated relationship management, in-depth financial advice and exceptional client service. As a Senior Financial Planner, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide comprehensive financial advice, helping clients to secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How You'll Succeed

• Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted investment advice and creating complex financial plans. Cultivate your network to establish new client relationships.

• Business expertise – Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage your experience in investment, estate, retirement, tax planning and credit planning to provide a comprehensive and personalized plan that will result in satisfied, loyal clients and increased referrals.

• Leading and mentoring – As a seasoned financial professional, provide coaching and support to a team of advisors. Work as one team and support the team as they make informed choices that benefit both the client and CIBC.
  

Who You Are

• 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.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.

• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.

• You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.

• You can demonstrate 4+ years experience in financial advisory role managing more complex relationships and having in-depth intergenerational, estate and retirement planning knowledge.

• You’re a certified professional (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing, Conduct and Practices Handbook Course (CPH), Wealth Management Essentials Course (WME). CFP upon hire.

• You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in CIRO-MFD licensing, CFP upon hire.

• You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

• 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, and 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]

• 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 tests (such as simulation, coding, French proficiency, MS Office). 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

Vancouver-Main & 29th

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively

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