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CIBC Financial Planning Consultant
Job in
Hamilton, Ontario, E8H, Canada
Listed on 2026-07-15
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
At CIBC, you will collaborate with banking centre advisors to deliver holistic financial plans.
Your role demands strong analytical skills and industry knowledge, typically gathered through 7-10 years of advisory experience. Engaging clients through meaningful conversations will help define their needs and optimize financial strategies effectively.
Key Responsibilities:
• Provide expert financial advice for high net worth clients
• Analyze client financial situations and investment portfolios
• Prepare and present tailored financial plans
• Educate advisors on financial planning products and services
• Collaborate with relationship managers to identify client referrals
Requirements:
• Post-secondary degree or diploma with 4 years of relevant experience
• Certified under CIRO- CIRO-MFD licensing
• Knowledgeable in investment markets and client service
• Values a person-centric approach and builds trust
• Ability to work independently and within a team
Utilize your financial advising skills to make a difference for clients at CIBC.
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