What you'll be doing As a Financial Planning Strategist, you will be responsible for supporting and working closely with Relationship Managers (RM), Business Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW/UHNW clients, as well as provide client support to the Wealth Strategies team.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed - Perform financial planning analyses, including reviewing financial statements and other data, gathering additional data as necessary, entering data, evaluating alternative scenarios to respond to the client request, as well as alternatives to prompt additional planning considerations.
- Adapt computer-generated output to polished brand format, and review plan with RM to confirm it meets expectations.
- Deliver financial plan to clients, discuss potential planning options based on results, and perform live alternative planning scenarios as appropriate.
- Efficiently triage, prioritize, and manage multiple requests with minimal guidance and supervision.
- Assist in developing additional financial planning models and offerings.
- Promote the financial planning offering across the firm.
Who you are - Financial Planning Experience. You have experience developing and presenting financial plans to clients and colleagues.
- Technically proficient: You possess excellent technology skills with demonstrated proficiency in eMoney (or similar financial planning tools), Microsoft Word, Excel, PowerPoint and Outlook as well as Adobe.
- You're a certified professional. You have a CFP, CTFA, CPA, or similar designation.
- Strong communicator: You possess excellent verbal and written communication skills, with demonstrated experience effectively communicating financial planning strategies to HNW/UHNW clients.
- You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
- You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
- You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
- You are organized. You possess exceptional organizational skills, with the ability to multi-task, problem solve and meet deadlines.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
- You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $110,000-$130,000 for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
#LI-TA Job LocationIL-Chicago, 181 W Madison Fl 36
Employment TypeRegular
Weekly Hours40
SkillsAnalytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Retirement Planning, Work Collaboratively
