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.
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Vacancy posted 2 hours ago

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