Financial Planning Strategist

Canadian Imperial Bank of Commerce
US - California - San Francisco
November 10, 2024

Financial Planning Strategist
Apply locations: San Francisco, CA; Newport Beach, CA; Denver, CO

Time type: Full time

Posted: 3 Days Ago

Time left to apply: End Date: December 5, 2024 (25 days left to apply)

Job requisition id: 2423482

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

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.

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 individual wealth strategists with Excel and PowerPoint illustrations for clients.

Assist in developing additional financial planning models and offerings.

Promote the CAFÉ across the firm.

Who you are

Financial Planning Experience: You have experience working with clients to implement financial planning strategies.

You possess excellent technology skills: with demonstrated proficiency in eMoney, Microsoft Word, Excel, PowerPoint, and Outlook as well as Adobe.

You're a certified professional: You have a CFP, JD, CPA, and/or CTFA designation.

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 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 San Francisco, Denver, and Newport Beach markets 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 employees' 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.

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ***.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location : CA - San Francisco - 101 2nd St.

Employment Type : Regular

Weekly Hours : 40

Skills : Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Retirement Planning, Work Collaboratively.

At CIBC, we are in business to help our clients, employees, and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork, and Accountability.
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Read the full job description and apply online on the recuiter's web-site

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