Senior Financial Planning and Advice Coach - Bilingual - Remote

Overview

As a Bilingual Senior Financial Planning and Advice Coach at CIBC, you will provide comprehensive financial advice to clients and support the advisory sales force, while working primarily in a remote capacity.

In Short

• Provide financial planning advice in both English and French.
• Respond to inquiries from the advisory sales force.
• Build and update training content for advisors.
• Participate in internal projects leveraging financial expertise.
• Conduct plan reviews and calls with advisors.
• Deliver tailored financial solutions to clients.
• Maintain expert knowledge of financial trends and products.
• Facilitate workshops and create online resources.
• Engage with team members to foster relationships.
• Contribute to a culture of trust and accountability.

Requirements

• Certified Financial Planner (CFP) designation or equivalent.
• Bilingual in English and French.
• Minimum of 3 years of experience in financial planning.
• Strong communication and writing skills.
• Knowledge of wealth management products and services.
• Ability to work independently and as part of a team.
• Commitment to continuous learning and improvement.
• Experience in client relationship management.
• Proficiency in financial analysis and problem-solving.
• Ability to adapt to changing environments.

Benefits

• Competitive salary and incentive pay.
• Comprehensive benefits program.
• Defined benefit pension plan.
• Employee share purchase plan.
• Paid vacation and wellbeing support.
• Opportunities for professional growth and development.
• Inclusive work environment.
• Recognition programs for contributions.
• Flexible work arrangements.
• Access to innovative tools and resources.