Senior Financial Planning Consultant CIBC

CIBC is seeking a Senior Financial Planning Consultant to drive wealth management strategies. Build trusted relationships with clients to enhance their financial future.
As a key member of CIBC’s Financial Planning team, you will specialize in providing tailored financial solutions for high net-worth clients. Your role will focus on analyzing client needs, estate planning, and optimizing investment strategies while effectively collaborating with banking centre advisors. This position supports both remote and on-site work arrangements, allowing flexibility in how you serve clients.
Key Responsibilities:
• Provide expert advice on financial planning and markets
• Analyze and present complete financial strategies
• Collaborate with advisors for client referrals
• Conduct workshops for CIBC team members
• Monitor and assess economic factors affecting investments
Requirements:
• Minimum of 7 years in financial advisory services
• CFP designation and experience ...