Shape financial futures as a Financial Consultant at CIBC, where you will implement strategic wealth planning for clients. Benefit from your established Certified Financial Planning credentials while working with high net-worth individuals.
In this vital role within CIBC’s Financial Planning and Advice team, your extensive experience will guide client conversations about tax strategies, estate planning, and wealth protection. Pair your analytical skills with your ability to identify opportunities and deliver holistic financial plans. Partnering with advisors, you will enhance the financial well-being of clients.
Key Responsibilities:
• Leverage industry knowledge to service client inquiries
• Conduct in-depth client analysis and strategy discussions
• Develop comprehensive financial plans using CIBC resources
• Educate bank staff on the Financial Planning Consultant’s role
• Facilitate connections to additional CIBC financial services
Requirements:
• Post-sec...