Financial Planning Specialist

CIBC; Vaughan; Hybrid; CAD 103,000 - 133,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC is seeking a seasoned Financial Planning Specialist to collaborate with Wood Gundy Advisors and clients to map their financial future. You will assess personal circumstances, craft comprehensive plans, and guide short- and long-term strategies, including tax and estate considerations.

The role offers a hybrid work setup and a compensation range of 102,700 to 133,200 CAD annually, plus an annual discretionary bonus.

Qualifications

• Minimum 5–10 years of full financial planning experience.
• CPA, LLQP or STEP designations or CFP/PFP accreditation preferred.
• Knowledge of tax, estate planning and legal considerations is an asset.

Responsibilities

• Prepare financial plans and provide highly specialized advice across complex planning areas.
• Advise on retirement planning, goal planning, life & wealth protection, milestones & purchases planning, succession planning and tax planning.
• Stay up-to-date with economic trends, legislation changes, and product platforms.

Skills

Analytical Thinking

Client Service

Customer Experience

Financial Advising

Investment Planning

Portfolio Management

Retirement Planning

Communication

Teamwork

Education

CPA, LLQP or STEP designations

CFP or PFP accreditation

Bachelor's degree in Finance or related field

Job description

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

The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success. The financial planning process reviews the clients’ personal circumstances and objectives, and develops appropriate strategies and solutions to meet both their short term and long term needs. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. The expected annualized base salary range for this role is $102,700 to $133,200. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How You’ll Succeed

• Prepare Financial Plans- Provide highly specialized advice and consultation with respect to a broad range of complex financial planning aspects to add value to the client relationship.
• Offer expertise in strategies and solutions for clients - retirement planning; goal planning; life & wealth protection; milestones & purchases planning; succession planning, and tax planning.
• Industry Expertise- Keep up-to-date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation and product platforms in an area that is subject to frequent change.
• Provide expertise in dealing with high value clients, each with specific needs and circumstances requiring a unique financial analysis and plan to meet their short term and long term financial requirements.
• Branch & Sales Support- Promotes financial planning strategies as a way of empowering the Investment Advisors to gather and retain assets, which may be generated by product sales as well as client referrals.
• Support market activities targeted at developing new external business sources and prospects.
• Supports IAs in client annual follow-up meetings as it relates to Financial Planning.

Who You Are

You can demonstrate experience as a Financial Planning Specialist. You have a minimum of 5-10 years experience in Full Financial Planning, with some expertise in tax, and legal planning. It is an asset if you have your CPA, LLQP or STEP designations. You’re a certified professional. You have current CFP or PFP accreditation and in good standing. 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're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best

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What CIBC Offers

• competitive salary
• incentive pay
• 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 Thornhill-123 Commerce Valley

Employment Type Regular

Weekly Hours 37.5

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

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.