Found 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 CF...
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 CF...
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