Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- Financial Planning Consultant delivering wealth-management advice to CIBC high-net-worth clients. Analyzing portfolios, creating retirement plans, and partnering with branch advisors to provide investment solutions.
Responsibilities
- Provide expert financial planning counsel specializing in wealth management solutions for high-net-worth clients
- Work in partnership with CIBC branch-based advisors
- Provide subject matter expertise on economic and political impacts, legislation, competitors, regulators, and trends
- Analyze customer portfolios and prepare retirement and investment plans
- Interview customers to define and analyze needs and goals, identify gaps, discuss solutions, recommend asset mixes, and close sales
- Educate customers about investments and portfolios
- Educate advisors and relationship managers about the Financial Planning Consultant role
- Share customer discussion results and coordinate delivery of sold products and services with relationship managers
- Identify referral opportunities to other CIBC subsidiaries involved in client asset management
- Collaborate with branch-network relationship managers to identify current and potential high-value customers
- Obtain referrals for investment, business transition, and estate planning needs
- Conduct regular information sessions and seminars for relationship managers
Requirements
- Typically 7–10 years of financial advisory/sales experience with high-net-worth clients
- Extensive investment knowledge and expertise
- Strong understanding of financial markets
- Very strong interactive and presentation skills
- Completed Canadian Securities Course (CSC)
- Successful CFP (Certified Financial Planner) designation required
- Conduct and Practices Handbook Course (CPH) is an asset
- Status of Registered Representative, if required, or status of IIROC
- Legally eligible to work at the specified location(s)
- Ability to complete attribute-based assessments and other skills tests if requested
Benefits
- Variable incentive compensation
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social, points-based recognition program
- Purpose Day: a paid day off dedicated to growth and development
- Technological toolkit and workspaces supporting collaboration
- Accessible candidate experience and accommodation support
- Career and development opportunities
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