CIBC
Financial Planning Strategist
$110K–$130K
Chicago, IL · Full-time · Posted Oct 21, 2026
- Visa sponsorship
- Must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.
About the job
Supports Relationship Managers and clients by analyzing, preparing, presenting, and implementing financial planning strategies for HNW/UHNW clients.
What you'll do
- Analyze financial data and evaluate planning scenarios; prepare polished financial plans and review them with Relationship Managers.
- Present plans to clients, discuss planning options, and conduct alternative scenarios as needed.
- Manage planning requests, assist with developing financial planning models and offerings, and promote the service across the firm.
What they ask for
- Experience developing and presenting financial plans to clients and colleagues.
- Proficiency in eMoney or similar financial planning tools, Microsoft Word, Excel, PowerPoint, Outlook, and Adobe.
- CFP, CTFA, CPA, or similar designation.
- Strong verbal and written communication skills, including communicating financial planning strategies to HNW/UHNW clients.
Pay
$110,000-$130,000 USD base salary
Tools
eMoney, Microsoft Word, Excel, PowerPoint, Outlook, Adobe
Model-written summary · the original posting is authoritative