Financial Strategist

3 weeks ago

Washington, Washington, D.C., United States CIBC Full time

About the Role

We are seeking a talented Financial Strategist to join our team at CIBC. As a Financial Strategist, you will play a key role in supporting and working closely with Financial Planning Strategists, Relationship Managers and Business Development Officers to analyze, communicate and implement financial planning strategies for high net worth clients.

Key Responsibilities

  • 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.
  • 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 CAF across the firm.

Requirements

  • Excellent technology skills with demonstrated proficiency in eMoney, Microsoft Word, Excel, PowerPoint and Outlook as well as Adobe.
  • Ability to act like an owner, taking initiative, going above and beyond, and delivering results.
  • Critical thinking skills to inform decision making.
  • Ability to give meaning to data, investigating complex problems and making sense of information.
  • Exceptional organizational skills, with the ability to multi-task, problem solve and meet deadlines.
  • Values matter to you, bringing your real self to work and living our values - trust, teamwork, and accountability.
  • Love to learn, passionate about growing your knowledge and having a strong sense of curiosity.

About CIBC

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 us.

CIBC is a 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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