Financial Advisor at CIBC managing client relationships and delivering financial services solutions. Building a client portfolio through exceptional service and community involvement.
About the role
- Financial Planner managing a high-net-worth client base and developing financial strategies. Collaborating closely with clients and financial consultants to deliver tailored financial planning solutions.
Responsibilities
- Serve as the lead planner/project manager for an assigned client/prospect base.
- Coordinate with and take direction from the clients regarding planning needs, relationship development needs, and deliverable/solution development for clients and client meetings.
- Organize and lead the deliverable/solution creation as agreed upon with the financial advisor; this will include working with other areas as appropriate.
- Enter client data into financial planning software.
- Analyze the data for planning opportunities and recommendations.
- Develop and/or review and approve deliverables for client meetings, including (but not limited to): Balance Sheet / Net Worth Statement, Cash Flow Analysis (including social security recommendations), Income Tax Analysis, Other job duties as assigned.
Requirements
- Bachelor’s degree (B.A.) or equivalent from a four-year college or university
- Two to four years of related experience and/or training required
- Four years of related experience and/or training are required.
- Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email and Internet usage
- The CFP is required.
- One or more of the following is preferred: CPA, CFA, or ChFC.
Benefits
- Competitive incentive-based bonus
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Supervisor FP&A leading financial planning, budgeting, and performance analysis for LATAM at Big Dutchman. Focused on financial visibility and strategic decision - making.
Team Lead Finance & Controlling leading LATAM FP&A activities for a high - tech farming solutions company. Involves budgeting, forecasting, and acting as a strategic business partner.
Business Partner for Financial Planning in a company transforming education in Brazil. Responsible for strategic financial consultancy and ensuring financial process efficiency.
Financial Analyst managing pricing strategies and supporting business development at Latham & Watkins. Collaborating with teams on pricing proposals and conducting profitability analyses.
Senior Financial Analyst at Latham & Watkins providing financial and analytical support for pricing strategies. Involved in developing pricing proposals and conducting market analysis.
Finance Internship for rising seniors with a focus on media and technology at Comcast NBCUniversal. Engaging in hands - on learning and team collaborations in individual Finance teams.
Financial Analyst supporting financial planning and analysis for Javelin Joint Venture & Maneuver Systems at aerospace titan. Collaborating closely with cross - functional teams to manage financial performance.
Senior Financial Analyst providing financial analysis and decision support at Memorial Sloan Kettering. Collaborating with leadership and managing key financial projects to improve institutional performance.
Assistant Manager/Senior Associate in Financial Planning & Analysis at Bowtie. Redefining insurance in Hong Kong through data - driven insights and strategic financial management.