Cibc Wealth Planning Consultant Role

CIBC

Elevate your financial advisory career with CIBC as a Wealth Planning Consultant in Toronto. Deliver expert financial planning solutions and partner with advisors to enhance client outcomes.
Join CIBC’s Financial Planning and Advice team to provide strategic wealth management and planning strategies for high net worth clients. You will leverage your extensive knowledge to analyze complex financial situations and develop tailored solutions. Establishing strong client relationships is vital, as is educating banking advisors about your role to optimize financial planning delivery.
Key Responsibilities: - Provide expert financial planning counsel in wealth management - Analyze client portfolios to align with financial goals - Prepare and present holistic financial plans - Educate advisors on financial planning value propositions - Collaborate with relationship managers to identify opportunities
Requirements: - 7-10 years of financial advisory experience - Certified Financial Planning designation (CFP) required - Strong investment and market knowledge - Ability to engage with high net worth clients - Postsecondary degree or equivalent experience
Bring your expertise in financial planning and client-focused solutions to the CIBC team in Toronto.#J-18808-Ljbffr

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Vacancy posted 1 hour ago

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