Senior Associate working closely with the IQT Investment Team on sourcing and diligence activities. Involves building relationships in the venture ecosystem with a focus on technology sectors.
About the role
- Financial Planning Consultant providing financial planning counsel specializing in wealth management solutions. Partnering with CIBC banking centre advisors for client service in Canada.
Responsibilities
- Provide expert financial planning counsel specializing in wealth management solutions
- Work in partnership with CIBC banking centre based advisors
- Educate customers about their investments and portfolios
- Analyze customer portfolios and prepare retirement/investment plans
- Coordinate the delivery of products/services with relationship managers
- Conduct regular information sessions/seminars for relationship managers
Requirements
- 7 - 10 years of financial advisory/sales experience with High Net Worth clients
- Certified Financial Planning designation (CFP)
- Conduct and Practices Handbook Course (CPH) is an asset
- Investment knowledge and expertise
- Strong understanding of markets
- Ability to respond to detailed and complex inquiries from high net-worth clients
Benefits
- competitive compensation
- banking benefits
- benefits program*
- defined benefit pension plan*
- employee share purchase plan
- 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
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