Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Financial Planning Strategist, you will support Relationship Managers, Business Development Officers, and clients in analyzing, communicating, and implementing financial planning strategies for HNW/UHNW clients, while also providing client support to the Wealth Strategies team.

Responsibilities

• Perform financial planning analyses, including reviewing financial statements and other data.
• Gather additional data as necessary and enter data.
• Evaluate alternative scenarios to respond to client requests and prompt additional planning considerations.
• Adapt computer-generated output to polished brand format.
• Review plans with Relationship Managers to confirm they meet expectations.
• Deliver financial plans to clients and discuss potential planning options.
• Perform live alternative planning scenarios as appropriate.
• Triage, prioritize, and manage multiple requests with minimal guidance and supervision.
• Assist individual wealth strategists with Excel and PowerPoint illustrations for clients.
• Assist in developing additional financial planning models and offerings.
• Promote the financial planning offering across the firm.

Requirements

• Experience working with clients to implement financial planning strategies.
• Demonstrated proficiency in eMoney, Microsoft Word, Excel, PowerPoint, and Outlook.
• Proficiency with Adobe.
• Possess a CFP, JD, CPA and/or CTFA designation.
• Excellent verbal and written communication skills.
• Demonstrated experience effectively communicating financial planning strategies to HNW/UHNW clients.
• Ability to take initiative, go above and beyond, and deliver results.
• Attention to detail and critical thinking skills.
• Ability to investigate complex problems and make sense of information.
• Exceptional organizational skills.
• Ability to multi-task, problem-solve, and meet deadlines.
• Bring your real self to work and live the values of trust, teamwork, and accountability.
• Passion for growing knowledge and a strong sense of curiosity.
• Legally eligible to work at the specified location(s).
• May be asked to complete an attribute-based assessment and other skills tests.

Skills

• Financial Planning
• eMoney
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Outlook
• Adobe
• Communication
• Critical Thinking
• Organization
• Problem Solving
• Analytical Thinking
• Client Service
• Customer Experience (CX)
• Financial Advising
• Investment Planning
• Retirement Planning
• Work Collaboratively

Location

• New York, NY

Work Type

• On-site
• Remote
• Hybrid
• Full-time

Experience Level

• Mid-level

Education Level

• CFP
• JD
• CPA
• CTFA

Salary/Compensations

• $125,000-$140,000

Benefits

• Medical
• Dental
• Vision
• Health Savings Account
• Life Insurance
• Disability Insurance
• Other Insurance Plans
• Paid Time Off
• Sick Leave
• Parental Leave
• Vacation
• Holidays
• 401(k)
• Incentive pay
• Banking benefits
• Benefits program
• Vacation offering
• Wellbeing support
• MomentMakers recognition program
• Purpose Day

About the Company

• CIBC is building a relationship-oriented bank for the modern world.
• 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.
• 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.
• 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.
• 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.
• CIBC is in business to help our clients, employees and shareholders achieve what is important to them.
• Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
• Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
• Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Equal Opportunity

• 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 Mailbox.careers-carrieres@cibc.com.