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Elite Wealth Planner High-Net-Worth Clients

Job in Coventry, West Midlands, CV1, England, UK
Listing for: CIBC
Full Time position
Listed on 2026-10-26
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 150000 GBP Yearly GBP 90000.00 150000.00 YEAR
Job Description & How to Apply Below

CIBC Wealth Management is seeking an experienced Financial Planner to serve high net worth clients in Canada. You will develop comprehensive plans spanning investments, estate, tax, and retirement to help clients meet their goals and grow wealth.

Collaborate with lawyers and accountants, assemble multi-disciplinary teams, and present tailored strategies. The role may require frequent travel and a client-first mindset, with CPA/CFP designations highly regarded.

We are currently recruiting a Elite Wealth Planner for High-Net-Worth Clients for our team in England, United Kingdom.

For the Elite Wealth Planner for High-Net-Worth Clients position at CIBC, we are reviewing applications now.

Step into the Elite Wealth Planner for High-Net-Worth Clients role at CIBC in England, United Kingdom and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

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