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Financial Planning Associate -GTA At CIBC

Location: Toronto, Ontario

Job Description

We’re on a mission to build the relationship-focused bank of the future and we’re looking for the passionate collaborators, innovators, advisors, and leaders who can get us there. Our distinct culture is built on a shared commitment to do what’s right for our clients, our people, and our communities, and we strive for excellence in everything we do. Because life at CIBC is not only what you do, but how you do it.


To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

As a Financial Planning Associate, you will support a team of Financial Planning Consultants (FPC) in establishing and maintaining strong client relationships by assisting their daily business for the effective delivery/acquisition/renewal of products, regular administrative duties and services to their portfolio clients. You will also perform other general administrative tasks such as reviewing FPC's incoming mail and telephone/voicemail calls for appointment/log book maintenance for safeguarding of office, files and records. Work with all levels of personnel internal and external to CIBC to arrange appointments, obtain or exchange information, promote the program or unit’s activities and to expedite action on behalf of the manager and/or individual contributors.

How You’ll Succeed
  • Operational Support - You will assist FPCs with their portfolio. You will review customer documentation and maintaining compliance with IIROC/MFDA regulation, CIBC bank policies, procedures and guidelines. You will assist the FPCs in organizing sales activities, marketing materials, meetings, presentations, etc.
  • Service Focus - Provide high quality service by completing all tasks quickly, accurately and effectively.

Who You Are
  • You can demonstrate organizational and administrative skills (e.g capable of setting and meeting realistic time frames for completing assignments and achieving results; capable of operating independently with minimal direction while keeping the manager informed of potential problems or sensitive issues, etc.).
  • You’re a strong communicator. You have good interpersonal and communication (verbal and written) skills to interact with a wide range of individuals in situations that require eliciting or sustaining cooperation and participation. Your interactions will sometimes require tact, diplomacy and discretion.
  • You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making. You can focus your attention when taking notes, typing documents, financial data entry, etc.
  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What CIBC Offers

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
  • Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
  • Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training
  • Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
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 during the application or interview process, please contact Mailbox.careers-carrieres@cibc.com
  • You need to be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work or study permit
  • This is a regular full time role with a schedule of 37.5 hours each week.
  • Travel between two locations within GTA is required.