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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and wealth management, with a strong focus on high-net-worth clients and comprehensive financial strategies. Proficient in analyzing investment portfolios and providing tailored financial solutions while educating and collaborating with banking advisors.
Highest-signal resume keywords
CFP DesignationFinancial Advisory ExperienceInvestment KnowledgeFinancial Planning StrategiesHigh-Net-Worth Client Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment AnalysisPortfolio ManagementRetirement PlanningEstate PlanningTax MinimizationBusiness Transition PlanningPhilanthropy StrategiesMarket AnalysisClient Needs Assessment
Soft Skills
CommunicationCollaborationClient Relationship ManagementPresentation SkillsEducation and Training
Certifications & Qualifications
Registered Representative (RR)CIRO-MFD LicensingAMF LicensingRegistered Retirement Consultant (RRC)Canadian Investment Funds Course (CIFC)Canadian Securities Course (CSC)
Industry Keywords
Wealth ManagementFinancial MarketsEconomic TrendsRegulatory ComplianceInvestment Strategies
About the role
Key responsibilities & impact- Provide expert financial planning counsel and wealth management solutions to CIBC clients
- Partner with CIBC banking-centre advisors and relationship managers
- Provide subject-matter expertise on industry, economic and market impacts, legislation, competitors, regulators, and trends
- Conduct discovery advice conversations to understand clients’ priorities and family dynamics
- Analyze clients’ financial situations and investment portfolios
- Prepare and present holistic financial plans covering retirement, education, intergenerational estate considerations, and future income requirements
- Provide insights on the economic and market environment and its effect on client portfolios
- Educate advisors and relationship managers about the Financial Planning Consultant role and value proposition
- Coordinate delivery of products and services with relationship managers
- Identify referral opportunities to CIBC subsidiaries involved in client asset management
- Identify current and potential high-value clients with investment, business transition, and estate planning needs
- Conduct regular information sessions and seminars for relationship managers
Requirements
What you’ll need- Postsecondary degree/diploma and/or 4 years of relevant experience
- Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID), or current CIRO-MFD licensing, with CFP upon hire
- For Quebec: current accreditation and good standing in AMF licensing
- For Quebec: successful completion of the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing
- For Quebec: Registered Retirement Consultant (RRC)
- CFP designation upon hire
- 7–10 years of financial advisory/sales experience with high-net-worth clients typically acquired for product knowledge and support
- Extensive investment knowledge and expertise
- Strong understanding of financial markets
- Knowledge of financial planning strategies, including retirement, education, estate, business transition, tax minimization, protection planning, and philanthropy
- Legally eligible to work at the specified location(s)
- Valid work or study permit where applicable
- Willingness to complete attribute-based assessments and skills tests, including French proficiency testing where applicable
Benefits
Comp & perks- Competitive salary
- Incentive pay
- 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 to support collaboration and innovation