Financial Planning Associate

Job title:

Financial Planning Associate

Company

CIBC

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 visitWhat you’ll be doingAs a member of the Personal and Business Banking Team , you’ll partner with Financial Planning Consultants to help high value clients secure their futures and build their businesses through financial planning. As a Financial Planning Assistant, you will provide administrative support to growth opportunities. You’ll build strong working relationships and have a meaningful impact on clients and their financial success.At CIBC we enable the work environment most optimal for you to thrive in your role. You can effectively perform all work activities remotely, and will only be required to be on-site on an occasional basis.How you’ll succeed

• Client Engagement – Leverage your knowledge of cash management, investment and wealth protection to assist with planning activities with your Financial Planning Consultants to help clients meet their financial goals.
• Problem Solving – Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for partner support, and know when to lean on others to find solutions.
• Organizational Skills – Prepare client files, maintaining schedules, ensure compliance. Enable team success by improving team productivity and proactively uncovering business opportunities.
• Business Development – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.
• Relationship Building – Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
• You’re driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
• You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

What CIBC OffersAt 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.We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.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.*Subject to plan and program terms and conditionsWhat you need to knowCIBC 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 contactYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). 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.Job Location WestgateEmployment Type RegularWeekly Hours 37.5Skills Analytical Thinking, Cash Flow Analysis, Client Relationship Management, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking

Expected salary

Location

Edmonton, AB

Job date

Fri, 07 Jun 2024 04:23:39 GMT

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