Job Description
Become a key player at CIBC as a Financial Planning Consultant, focusing on wealth management and expert client counsel. This role supports clients with tailored financial strategies, with a mix of remote and on-site work opportunities.
In this position, you will be part of CIBC’s Financial Planning and Advice team, specializing in comprehensive wealth management solutions. Your experience will empower high-net-worth clients through strategies like tax minimization and estate planning. Collaboration with banking center advisors is essential to provide exemplary service and guidance.
Key Responsibilities:
• Provide expertise on financial planning and market trends
• Analyze client needs and investment portfolios
• Prepare holistic financial plans incorporating varied aspects
• Collaborate with relationship managers for client referrals
• Conduct informative sessions for banking center staff
Requirements:
• 7-10 years in financial advisory or sales
• Current...
In this position, you will be part of CIBC’s Financial Planning and Advice team, specializing in comprehensive wealth management solutions. Your experience will empower high-net-worth clients through strategies like tax minimization and estate planning. Collaboration with banking center advisors is essential to provide exemplary service and guidance.
Key Responsibilities:
• Provide expertise on financial planning and market trends
• Analyze client needs and investment portfolios
• Prepare holistic financial plans incorporating varied aspects
• Collaborate with relationship managers for client referrals
• Conduct informative sessions for banking center staff
Requirements:
• 7-10 years in financial advisory or sales
• Current...