Financial Planning Consultant (FPC Compensation Plan)

Job Description

## Financial Planning Consultant (FPC Compensation Plan)- **Product Knowledge and Support -** Provide subject matter expertise of economic and political impact on the business, legislation, competitors, regulators, trends, etc. typically acquired through 7 - 10 years of financial advisory/sales experience with High Net Worth clients. Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.- **Service Focus**- Educate customers about their investments and their portfolio. Educate Advisors and relationship managers about the role of the Financial Planning Consultant. Very strong interactive/presentation skills sufficient to convey both factual and conceptual information/ideas to clients and the CIBC sales force and to establish and maintain good relationships with clients and colleagues.- **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 have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) **is an asset**. Status of Registered Representative (if required) or status of IIROC. Successful designation of **CFP (Certified Financial Planner) is required.**- **You have knowledge in.** Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.* We work to recognize you in meaningful, personalized ways including competitive compensation, 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.At CIBC, we are 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 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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