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 wit...