Hybrid Wealth Planning Strategist
Listed on 2026-10-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
CIBC US is seeking a Financial Planning Strategist in Chicago, IL to support Relationship Managers and Wealth Strategies clients with comprehensive financial planning. You will analyze data, build scenarios, and deliver polished plans to HNW/UHNW clients, using eMoney and MS Office tools.
The role requires CFP/CTFA/CPA or similar designation, strong communication, and an owner mindset. You’ll work in a collaborative, detail-oriented environment with opportunities for growth and incentives.
Step into the Hybrid Wealth Planning Strategist role at CIBC in Chicago, IL, United States and grow with us.
This posting is for the Hybrid Wealth Planning Strategist role at CIBC, based in Chicago, IL, United States.
We are looking to fill the Hybrid Wealth Planning Strategist position at CIBC in Chicago, IL, United States.
The Hybrid Wealth Planning Strategist role at CIBC is now open for applications in Chicago, IL, United States.
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