Centralized Financial Planning Specialist

Description:

CIBC is seeking a Bilingual Specialist, Centralized Financial Planning to join its Wealth Planning Group. This role is ideal for experienced Certified Financial Planners (CFP) who are passionate about providing high-quality, complex financial planning services while working closely with internal partners across Canada. The successful candidate will play a pivotal role in enhancing the quality of financial planning delivery, supporting national projects, and acting as a subject matter expert in a wide range of financial planning disciplines.

This role involves working in both English and French and will be performed in a flexible hybrid working arrangement tailored to optimize performance and collaboration.

Key Responsibilities:

• Financial Plan Preparation: Deliver in-depth and specialized financial planning advice on retirement, tax strategies, succession planning, life and wealth protection, milestone planning, and more.

• Advisory Excellence: Collaborate with Wealth Strategists, Relationship Managers, and Financial Planning Specialists to elevate the financial planning process.

• Industry Expertise: Stay current with economic trends, tax laws, and product platforms to provide high-value guidance in a rapidly evolving financial environment.

• Client Engagement: Deliver personalized, trust-based advice that strengthens client relationships and aligns with their long-term financial goals.

• Collaboration & Communication: Work across departments to deliver structured, impactful financial recommendations in both English and French, using written, verbal, and visual formats.

• Process Improvement: Demonstrate initiative in improving financial planning practices, developing new tools, and contributing to the Wealth Planning Group’s national projects.

Required Qualifications & Experience:

• Certification: Must hold Certified Financial Planner (CFP) designation.

• Experience: At least 5 years of experience in the financial planning industry, preferably working with wealth advisors and planners.

• Technical Expertise: Deep knowledge of Canadian taxation, corporate and trust structures. Proficient in Financial Planning software such as Voyant or CIBC Goal Planner, Microsoft Office (Word, Excel, PowerPoint), and Adobe.

• Communication: Fully bilingual in French and English with the ability to convey complex financial topics clearly and persuasively.

• Organizational Skills: Strong planning and organizational ability to manage multiple workstreams from initiation through execution.

• Mindset: Curious, analytical thinker with a process-oriented approach and a passion for continual learning.

What CIBC Offers:

• Competitive salary and incentive pay

• Comprehensive benefits program

• Defined benefit pension plan

• Employee share purchase plan

• Banking perks and vacation offerings

• Recognition through the MomentMakers program

• Access to wellness programs and career development resources

• Purpose Day – paid time off for personal growth and volunteering

• Collaborative and innovative work environment