CIBC Certified Financial Planning Consultant

Location: Bradford West Gwillimbury

Transform client relationships at CIBC as a Certified Financial Planning Consultant, providing expert guidance in wealth management solutions. Be a key player in our relationship-oriented bank initiative.

CIBC seeks a Certified Financial Planning Consultant to enhance its Financial Planning and Advice team. You will work closely with clients to develop strategies that address their financial goals, including retirement and estate planning.

Your role will entail collaborating with advisors and educating them on planning value propositions, ensuring comprehensive service delivery.

Key Responsibilities:

• Analyze and define clients' financial situations

• Prepare and present integrated financial plans

• Conduct discovery conversations to assess client priorities

• Partner with relationship managers for client services

• Offer regular seminars and training for banking teams

Requirements:

• Degree/diploma and a minimum of 4 years experience

• CFP certification and relevant financial planning credentials

• Registered Representative (RR) with CIRO
- • Solid investment knowledge for high net-worth clients

• Exceptional presentation and educational skills

Leverage your expertise in financial planning to create impactful solutions for CIBC's valued clients.
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