Senior Financial Planning and Advice Coach - Bilingual - Remote

Overview

The Senior Financial Planning and Advice Coach position at CIBC focuses on providing comprehensive financial advice and support to the advisory sales force, ensuring clients receive tailored financial solutions.

In Short

• Join the team as a Senior Financial Planning and Advice Coach.
• Provide bilingual support in English and French.
• Respond to inquiries related to financial planning and advice.
• Deliver training and build content for financial advice.
• Conduct plan reviews and participate in internal projects.
• Maintain expert knowledge of market trends and financial products.
• Engage with internal teams to deliver high-quality advice.
• Work remotely with occasional on-site requirements.
• Support client-centric solutions in financial planning.
• Contribute to an inclusive work environment.

Requirements

• Certified Financial Planner (CFP) designation required.
• Minimum 3 years of experience in financial planning.
• Bilingual in English and French is an asset.
• Strong communication and analytical skills.
• Ability to engage with clients and internal teams effectively.
• Knowledge of wealth management products and services.
• Proven experience in delivering financial advice.
• Commitment to professional development and change.
• Strong relationship management skills.
• Proficiency in financial regulations and compliance.

Benefits

• Competitive salary and incentive pay.
• Banking benefits and comprehensive benefits program.
• Defined benefit pension plan and employee share purchase plan.
• Vacation offering and wellbeing support.
• Opportunities for personal growth and development.
• Recognition programs and a supportive work culture.
• Access to innovative tools and resources.
• Paid days off for personal development.
• Inclusive environment fostering diversity.
• Commitment to employee success and career growth.