CIBC Financial Planning Consultant Role

Elevate your career as a Financial Planning Consultant with CIBC, specializing in wealth management strategies. Join a dedicated team focused on providing comprehensive financial guidance to high net worth clients.

As a key member of CIBC's Financial Planning and Advice team, you will leverage your 7-10 years of financial advisory experience to deliver expert advice in estate planning, tax minimization, and investment strategies. Your deep market understanding will enable you to craft tailored solutions, ensuring clients optimize their wealth building.

Key Responsibilities: • Provide expert financial planning counsel for high net worth clients • Analyze client situations and develop holistic financial plans • Educate advisors on financial planning's value proposition • Coordinate product delivery with relationship managers • Conduct information sessions for banking centre teams

Requirements: • Certified Financial Planner (CFP) required upon hire • 7-10 years of advisory/sales experience required • Strong investment knowledge and market understanding • Proven ability to engage and build client relationships • Good standing as Registered Representative (RR) with CIRO

Utilize your expertise in financial planning to enhance client experiences and drive wealth management success. #J-18808-Ljbffr