Cibc Wealth Financial Planning Consultant
Canadian Imperial Bank of Commerce (Canada)
Apply investment planning expertise as a CIBC Financial Planning Consultant in Calgary, specializing in wealth management solutions for high-net-worth clients.You will provide comprehensive financial planning counsel within CIBC’s Financial Planning and Advice team. The work covers estate planning, business transition planning, tax minimization, protection planning, and philanthropy. You will partner with banking centre advisors while operating within CIRO requirements and using CIBC financial planning tools.Key Responsibilities:
Provide expert financial planning counsel for high-net-worth clientsAnalyze financial situations, portfolios, priorities, and family dynamicsPrepare holistic retirement, education, and estate plansExplain economic and market effects on investment portfoliosCoordinate referrals and services with relationship managersRequirements:
Seven to ten years of financial advisory or sales experienceExtensive investment knowledge and strong market understandingPostsecondary degree, diploma, or four years relevant experienceCurrent CIRO, AMF, and applicable professional accreditation in good standingCFP designation upon hire, where applicableUse investment expertise, retirement planning, and client service skills to deliver wealth strategies for CIBC clients in Calgary.
#J-18808-Ljbffr
Provide expert financial planning counsel for high-net-worth clientsAnalyze financial situations, portfolios, priorities, and family dynamicsPrepare holistic retirement, education, and estate plansExplain economic and market effects on investment portfoliosCoordinate referrals and services with relationship managersRequirements:
Seven to ten years of financial advisory or sales experienceExtensive investment knowledge and strong market understandingPostsecondary degree, diploma, or four years relevant experienceCurrent CIRO, AMF, and applicable professional accreditation in good standingCFP designation upon hire, where applicableUse investment expertise, retirement planning, and client service skills to deliver wealth strategies for CIBC clients in Calgary.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Cibc Wealth Financial Planning Consultant in Winnipeg, MB vacancy
- 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...Suggested
CIBC
Winnipeg, MB2 hours ago - ...to doing what’s right for our clients. At CIBC, we embrace your strengths and your... ...ll be doing You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including...SuggestedRemote work
CIBC
Winnipeg, MB2 hours ago - Shape complex wealth plans for HNW/UHNW clients at BMO, using financial analysis and consultative planning expertise. Collaborate across wealth disciplines.This specialist consultant supports long-term financial objectives through customized advice for HNW/UHNW clients. You...SuggestedLong term contract
BMO Nesbitt Burns Inc.
Winnipeg, MB2 hours ago - Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments... ...Managers to increase awareness of Wealth Management Consultants in their branches. Leverages expert planning resources...Suggested
Bank N.A.
Winnipeg, MB2 hours ago - ...to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions... ...relationship management, in-depth financial advice and exceptional client service. As... ...for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You...SuggestedBank staffLocal areaFlexible hoursAfternoon shift
Canadian Imperial Bank of Commerce (Canada)
Winnipeg, MB2 hours ago - Advance wealth planning expertise with BMO as a Wealth Planning Advisor supporting professionals through customized financial planning solutions. Work hybrid, with four office days and one remote day.Within BMO Wealth Planning, Trust & Advisory Services, you will support Private...Work at officeRemote work1 day per week
BMO
Winnipeg, MB2 hours ago - ...Rene Levesque OuestJob Family Group: Wealth Sales & ServiceThe successful candidate... ...Investment Counsel Inc. to develop tailored financial and tax planning solutions that address the complex... ...within business/group.Demonstrates a consultative and collaborative value-added approach...Long term contractShift work
Bank N.A.
Winnipeg, MB2 hours ago - BMO Wealth Management in Canada seeks an experienced Wealth Planner to provide specialized planning for high-net-worth clients, collaborating with Private Bankers and Investment... ...will lead discovery, develop detailed financial plans, and apply regulations to protect client...
BMO
Winnipeg, MB2 hours ago - Lead advanced financial planning for HNW and UHNW clients as a Senior Wealth Planning Consultant, partnering with Investment Advisors at BMO. Build documented wealth strategies through discovery, analysis, and recommendations.This senior role delivers customized wealth planning...
BMO
Winnipeg, MB2 hours ago - ...right for our clients. At CIBC, we embrace your strengths and... ...relationship management, in-depth financial advice and exceptional client... ...portfolio and helping clients plan for today’s needs and tomorrow... ..., and Registered Retirement Consultant (RRC). It’s an asset if you’ve...Bank staffLocal areaFlexible hoursAfternoon shift
- ...fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job... ...of work Defined-contribution pension plan with generous employer participation from... ...dynamic team whose diverse backgrounds and wealth of perspectives are one of the keys to...Permanent employmentFull timeWork at officeRemote work
- ...who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are... ...about CIBC, please visit CIBC.ComWhat You’ll Be Doing As a Financial Plan Review Consultant, you’ll play a key role in ensuring the quality and...Remote work
Canadian Imperial Bank of Commerce (Canada)
Winnipeg, MB2 hours ago $70k - $150k per year
Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust & Advisory... ...Wealth Planning Advisor (WPA) provides financial planning expertise and subject matter... ...with High‑Net‑Worth Wealth Planning Consultants and participate in enterprise‑wide initiatives...Contract workPart timeWork at officeRemote workBMO
Winnipeg, MB2 hours ago$70k - $150k per year
...McGill College AvenueJob Family Group: Wealth Sales & ServiceThe Wealth Planning Support Team (WPST) is a business... ...(WPA) is responsible for providing financial planning support to Private Wealth... ...with the HNW Wealth Planning Consultants, providing technical software support...Part timeWork at officeWork from homeBMO
Winnipeg, MB2 hours ago- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where... ...of client-centered comprehensive financial planning and complete wealth management on the Client Consultation Group, you will provide ongoing professional planning...Long term contractTemporary workWork at officeFlexible hours
Edward Jones
Winnipeg, MB2 hours ago $80k - $150k per year
...Avenue SouthJob Family Group Wealth Sales & ServiceProvides specialized wealth planning for High Net Worth / Ultra High... ...clients to help meet their long-term financial objectives. Leverages... ...within business/group.Demonstrates a consultative and collaborative value-added approach...Long term contractPart timeShift workBank N.A.
Winnipeg, MB2 hours ago- ...BMO Wealth Planning is seeking a Wealth Planning Advisor to provide expert financial planning support across investment, retirement, estate, tax, insurance, and corporate... ...with Investment Advisors, Private Bankers, and Consultants to deliver comprehensive planning solutions,...
BMO Financial Group
Winnipeg, MB2 hours ago - ...Purpose: The Senior Manager, Wealth Management Taxation plays a... ...supporting wealth advisors, planning specialists, and banking partners... ...tax and legal advisors; Consulting and discussing with advisors... ...to read and interpret financial statements and personal, trust...Work at office
Scotiabank
Winnipeg, MB2 hours ago - ...investment knowledge as a Toronto Wealth Advisor with remote-based... ...clients through important financial decisions.Altis Recruitment is... ...and comprehensive financial planning. This permanent, full-time role... ...managementExcellent English communication and consultative advisory skillsApply...Permanent employmentFull timeRemote work
Altis
Winnipeg, MB2 hours ago $135k - $200k per year
...leading independent full-service financial services firm, with operations... ...of the securities industry: wealth management and capital markets... ...for an Associate, Financial Planning to join the MacInnes Group in... ...customized, comprehensive wealth plans that integrate financial,...Long term contractPermanent employmentWork at officeCanaccord Genuity Group Inc.
Winnipeg, MB2 hours ago- ...is the opportunity? As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver... ...will you do? Prepare comprehensive financial plans that meet client’s specific needs in the areas of...Work at officeFlexible hours
RBC
Winnipeg, MB2 hours ago - TD Wealth seeks a Senior Regional Manager to lead an Elite Financial Planning team serving affluent and high-net-worth clients from Aurora. You will coach and develop advisors to improve sales and service delivery, elevating performance across TD Wealth and OneTD channels. The...
TD Bank Group
Winnipeg, MB2 hours ago - Scotia Wealth Management seeks a Senior Total Wealth Planner in Vancouver skilled in Naviplan, complex planning, and client presentations.This senior position provides comprehensive... ...net worth clients through goals-based financial plans. You will review client-focused recommendations...
Scotiabank
Winnipeg, MB2 hours ago - Advance advice quality at Vancity by guiding Wealth Planners across retirement, investment, risk, and cash flow planning. Work onsite two days weekly.This... ...consistent application of the Vancity Advice Plan. You will coach complex financial planning conversations, monitor service...
Vancity
Winnipeg, MB2 hours ago - A career as a Senior Financial Planner within the Financial Planning Team at National Bank Financial (NBF) means acting... ..., taxation, retirement, and wealth transfer strategies. Your role... ...Significant experience in an advisory or consulting expert role supporting clients or...Long term contractFlexible hours
National Bank of Canada
Winnipeg, MB2 hours ago - Shape comprehensive wealth plans for BMO’s HNW and UHNW clients using estate planning expertise and complex financial analysis.This Estate Planning Consultant provides specialized advice within BMO’s Wealth Sales & Service group. You will partner with Relationship Managers and...Long term contract
Bank N.A.
Winnipeg, MB2 hours ago - Apply advanced financial planning expertise as a Total Wealth Planner serving ultra high net worth clients across Western Canada. Build customized strategies... ...Management. You will create and deliver comprehensive wealth plans for ultra high net worth clients, including business...Internship
Scotiabank
Winnipeg, MB2 hours ago - Bank N.A. Vancouver seeks a seasoned Wealth Planning Consultant to partner with Investment Advisors in delivering bespoke wealth planning for HNW/UHNW clients. You will guide discovery, build detailed financial plans and present tailored recommendations to clients. Focus is...
Bank N.A.
Winnipeg, MB2 hours ago $89.2k - $111.5k per year
...Eligibility to participate in the OMERS pension plan•Paid time off, including vacation and... ...the supervision of the Supervisor, Financial Reporting, the Financial Planning Analyst... ...Managers.Major Job ResponsibilitiesProvides consultation and integrated financial services, ensuring...Contract workFlexible hoursTown of Milton
Winnipeg, MB2 hours ago$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation... ...virtual Multi-Family Office/Outsourced CIO Consulting team of financial/wealth specialists with a boutique... ...tax, estate, insurance, and financial planning matters. Collaborate with family...Long term contractWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Cibc Wealth Financial Planning Consultant. Be the first to apply!
Related searches
- conseiller financier Winnipeg, MB
- senior financial advisor Winnipeg, MB
- financial advisor part time Winnipeg, MB
- associate financial representative Winnipeg, MB
- conseiller financier - finances personnelles Winnipeg, MB
- financial advisor - investment & retirement planning Winnipeg, MB
- financial advisor Winnipeg, MB
- financial advisor - full time Winnipeg, MB
- financial advisor trainee Winnipeg, MB
- financial planner work from home Winnipeg, MB