Financial Planning Strategist

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.

To learn more about CIBC, please visit CIBC.com

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 power point illustrations for clients.

• 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 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 $115,000 - $140,000 for the Newport Beach and San Francisco, CA 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 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.   

Additional total compensation and benefits details will be provided during the hiring process. Candidates hired to work in other locations will be subject to the pay range associated with that location.

• Newport Beach & San Francisco: $115,000 - $140,000

• Denver: $110,000 - $130,000

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What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

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 [email protected]

• 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