Senior Financial Planning and Advice Coach-Bilingual

Canadian Imperial Bank of Commerce; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading Canadian bank in Montreal is seeking a Senior Financial Planning and Advice Coach. The ideal candidate will provide expert financial advice in both English and French to support the advisory sales force. Responsibilities include responding to client inquiries and delivering training programs. Candidates should have a CFP designation and at least 3 years of experience in financial planning. This role offers competitive compensation and a supportive work environment.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• Minimum 3 years of practical experience as a Financial Planner.
• Fluency in French and English for client interaction.
• Current accreditation in IQPF or CFP designation.

Responsibilities

• Provide planning and financial advice over the phone.
• Respond to client inquiries, ensuring tailored advice.
• Update training content and participate in internal projects.

Skills

Financial Planning Expertise

Communication Skills

Relationship Management

Strong Writing Skills

Education

Certified Financial Planner (CFP)

Registered Retirement Consultant (RRC)

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

You'll join the team as a Senior Financial Planning and Advice Coach reporting into the Director, of our Financial Planning and Advice Centre. As a Bilingual Senior Financial Planning and 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 and update 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.

You will also be a backup for the Planning Effectiveness program by completing plan reviews and conducting calls with advisors and leaders.

At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.

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 IQPF or 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 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.
• You’re fluent in French and English to serve our clients in the community.

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 a competitive salary, incentive pay, 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

Mont-1155 Rene Levesque O-12e

Employment Type

Regular

Weekly Hours

37.5

Skills

Communication, Facilitation, Finance Strategy, Mass-Affluent Client Management