CIBC
CIBC | Financial Planning Specialist-Bilingual
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Job Highlights
Responsibilities
- Branch & Sales Support- Promotes financial planning strategies as a way of empowering the Investment Advisors to gather and retain assets, which may be generated by product sales as well as client referrals.
- Prepare Financial Plans- Provide highly specialized advice and consultation with respect to a broad range of complex financial planning aspects to add value to the client relationship.
- Provide expertise in dealing with high value clients, each with specific needs and circumstances requiring a unique financial analysis and plan to meet their short term and long term financial requirements.
- Support market activities targeted at developing new external business sources and prospects.
- Supports IAs in client annual follow-up meetings as it relates to Financial Planning.
Requirements
- You can demonstrate experience as a Financial Planning Specialist. It’s an asset if you have your LLQP or STEP designations.
- You’re a certified professional. You have current CFP accreditation and in good standing.
- Analytical Thinking, Client Service, Customer.
- Experience (CX), Financial Advising, Investment Planning, Investment Products, Portfolio Management, Retirement Planning, Work Collaboratively.
About the company
CIBC
CIBC is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Bank on your terms with CIBC – whether it’s in person, over the phone or online, CIBC has you covered."
Its finance, accounts, audit and tax openings in India are mostly in Toronto, Montréal, Sudbury and Vancouver.
