Wealth Planning Consultant – ‑Net‑Worth Clients
Job in
Bradford West Gwillimbury, Barrie, Ontario, L9J, Canada
Listed on 2026-02-21
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
Location: Bradford West Gwillimbury
A leading financial institution in Ontario is seeking a Financial Planning Consultant to join their Financial Planning and Advice team. The role involves providing expert financial planning counsel, specifically in wealth management solutions. The ideal candidate has extensive experience with high net worth clients, is a Certified Financial Planner (CFP), and excels in analytical thinking and client service. This position offers a comprehensive benefits package and the flexibility of work arrangements.
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