Specialist, Centralized Financial Planning

Canadian Imperial Bank of Commerce; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A major financial institution in Toronto is looking for a Centralized Financial Planning Specialist. This role demands extensive expertise in financial planning and collaboration with various stakeholders. Key responsibilities include preparing comprehensive financial plans, maintaining industry knowledge, and delivering exceptional service to clients. The ideal candidate will possess strong communication skills, at least 5 years of relevant experience, and a CFP accreditation. The position offers opportunities for professional development and a competitive benefits package.

Benefits

Competitive salary

Incentive pay

Employee share purchase plan

Defined benefit pension plan

Wellbeing support

Vacation offering

Purpose Day

Qualifications

• Minimum 5 years of experience in the Financial Planning industry.
• Experience with Wealth Advisors and Planners is an asset.
• Strong understanding of the Canadian taxation system.

Responsibilities

• Provide specialized advice in financial planning.
• Maintain up-to-date industry expertise.
• Collaborate effectively with team members and clients.

Skills

CFP accreditation

Financial planning experience

Communication skills

Client engagement

Microsoft Office proficiency

Education

CFP certification

Tools

Financial Planning software (Voyant/CIBC Goal Planner)

Microsoft Office Suite

Job description

What You’ll Be Doing

This expert planning role works closely within the Wealth Planning Group to elevate the quality and operational excellence of the financial planning practice. The Centralized Financial Planning Specialist is an experienced CFP accredited planner that collaborates with Wealth Strategists, Financial Planning Specialists and Relationship Managers by proving financial planning services. The incumbent will also have a national scope and play an important role in key projects related to the advice enablement of the Wealth Planning Group.

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.

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 financial planning process. Offer expertise in strategies and solutions for clients – retirement planning; goal planning; life & wealth protection; milestones & purchases planning; succession planning, and tax planning.
• Maintain 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.
• Collaboration – Work closely with our partners and champion collaborative excellence by fostering strong relationships that instill confidence with every interaction. A mix of adaptability, flexibility and structure are key to driving our vision and developing trust with our partners.
• Communication Skills – Excellent written, visual, and verbal communication skills and technical proficiency in Microsoft Office products (Word, Power Point, Excel). Ability to convey complex financial planning insights into clear, memorable, and compelling client recommendations.
• Client Engagement - Focus on each client’s experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted advice and providing comprehensive financial planning support. Cultivate your network to establish new client relationships.
• Initiative - Questions the status quo and makes suggestions about how things can be done more effectively. Takes responsibility for continuously developing own knowledge, skills and capabilities. Takes advantage of opportunities when they arise.

Who You Are

• You’re a certified professional. You have the CFP accreditation.
• You can demonstrate experience with a minimum of 5 years in the Financial Planning industry. Experience with Wealth Advisors and Planners, is an asset. You have demonstrated planning and organizational skills sufficient to take small or medium-sized work packages from concept to completion.
• Advanced technical knowledge - You have thorough understanding of the Canadian taxation system, as well as experience with corporate and trust structures. You have advanced technical capabilities in using Financial Planning software (Voyant/CIBC Goal Planner is preferred), as well as Microsoft Office (Word, Excel, Power Point) and Adobe.
• You love to learn. passionate about growing your knowledge. You have a strong sense of curiosity and are a systemic thinker with a strong process and analytical capability.
• 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 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]

• 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
CIBC Square Banking Centre

Employment Type
Regular

Weekly Hours
37.5

Skills
Wealth Planning