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About the Role
You will be working as part of a leading Wealth Management practice to understand the unique and complex needs of high net worth clients, and offer recommendations to optimize and grow their wealth. Financial Planners develop a holistic and integrated wealth management strategy that combines investment management, estate planning, tax planning, and retirement planning strategies.
Responsibilities
- Prepare and present comprehensive financial plans that meet existing and prospective client’s needs and objectives for HNW clients by leveraging internal CIBC expertise.
- Work with the client’s other external advisors as appropriate (i.e. lawyers and accountants) in gathering and validating information to support development of plans and recommendations.
- Work proactively with your team and internal and external partners and other trusted advisors to lead the development of an integrated financial plan for new and existing HNW clients.
- Assemble a multi-disciplined team to develop innovative domestic and global solutions for the client’s personal and business needs (banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business, charitable giving etc.)
Requirements
- Demonstrate superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients.
- Have a tax background and at least 5 years of UHN planning.
- Extensive experience working with High Net Worth clients.
- Be a CPA, CA, CFP.
- Additional designations such as LLB, TEP, and FEA are considered an asset.
- 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.
- May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Skills
- Business Development
- Client Service
- Customer Experience (CX)
- Financial Advising
- Investment Planning
- Proposal Writing
- Results-Oriented
Location
- London-255 Queens, 2200
Work Type
- Regular
- Full-time
- This role may require frequent travel.
Experience Level
- At least 5 years of UHN planning.
Education Level
- CPA, CA, CFP
- LLB, TEP, and FEA are considered an asset.
Benefits
- Competitive compensation
- Banking benefits
- A benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- A vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program.
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
About the Company
- We’re 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.
- 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 through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
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.
- 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.