CIBC Financial Planning Consultant

CIBC is seeking a Financial Planning Consultant to empower high-net-worth clients through tailored financial strategies. Bring your expertise in wealth management, investment planning, and client service.

As part of CIBC's Financial Planning and Advice team, you will focus on estate planning, business transitions, and tax minimization for high-net-worth individuals. This role requires collaboration with branch advisors while adhering to CIRO regulations. With a commitment to client-first solutions, your contributions will be essential to fostering valuable relationships and impactful financial planning.

Key Responsibilities:

• Analyze customer portfolios and prepare investment plans

• Educate clients about their investment options and portfolios

• Collaborate with relationship managers to support client needs

• Conduct information sessions for branch relationship managers

• Identify opportunities for cross-referrals to CIBC subsidiaries

Requirements:

• 7-10 years of financial advisory experience

• CFP certification is mandatory

• Strong investment knowledge and market understanding

• Advocacy for client-focused solutions

• Capability to handle complex client inquiries

Leverage your expertise and passion to drive client success at CIBC in Duncan.
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