Sr. Financial Planner

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

Job summary

A leading bank in Ottawa seeks a Financial Planning Specialist to work closely with Investment Advisors and clients, providing tailored financial strategies. Ideal candidates will have CFP accreditation and a passion for client service. Join a team that values trust and teamwork, and offers a competitive salary along with meaningful employee benefits.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation

Wellbeing support

Social recognition program

Qualifications

• Experience as a Financial Planning Specialist is required.
• CFP accreditation and good standing are mandatory.

Responsibilities

• Provide specialized advice on complex financial planning aspects.
• Promote financial planning strategies to Investment Advisors.
• Keep up-to-date with economic and financial trends.

Skills

Analytical Thinking

Client Service

Customer Experience (CX)

Financial Advising

Investment Planning

Investment Products

Portfolio Management

Retirement Planning

Education

CFP accreditation

LLQP or STEP designations

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 most optimal work environment 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

1. Prepare Financial Plans: Provide highly specialized advice and consultation regarding 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.
2. 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. Provide expertise in dealing with high-value clients, each with specific needs requiring a unique financial analysis and plan.
3. Branch & Sales Support: Promote financial planning strategies to empower Investment Advisors in asset gathering and retention, supporting market activities aimed at developing new external business sources and prospects. Assist IAs in client annual follow-up meetings related to Financial Planning.

Who You Are

• You put our clients first: Engage purposefully to find the right solutions. You go the extra mile because it's the right thing to do.
• You're passionate about people: You value relationships, build trust through respect and authenticity, and surround yourself with a diverse network of partners.
• You can demonstrate experience: As a Financial Planning Specialist. It’s an asset if you have your LLQP or STEP designations.
• You’re a certified professional: You hold current CFP accreditation and are in good standing.
• Values matter to you: You bring your authentic self to work and embody our values – trust, teamwork, and accountability.

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We focus on your strengths and ambitions, creating opportunities to unlock your potential. We aim to give you a career, not just a paycheck.

• We recognize you in meaningful ways, including a competitive salary, incentive pay, banking benefits, a benefits program*, a defined benefit pension plan*, an employee share purchase plan, vacation, wellbeing support, and MomentMakers, our social recognition program.

• Our spaces and technological tools facilitate collaboration to develop innovative solutions for our clients.

• We foster a culture where you can express your ambition through initiatives like Purpose Day, a paid day off dedicated to 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. We seek applicants with diverse abilities and provide accessible candidate experiences. If you need accommodation, please contact [e-mail]

• You must be legally eligible to work at the specified location(s) and have a valid work or study permit if applicable.

• We may ask you to complete assessments and skills tests to learn more about you and to help you understand more about us.

Job Location

Ottawa-150 Elgin St., #2100

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