Financial Planning Consultant – Whitby, ON

We’re building a relationship-oriented bank for the modern world and need a Financial Planning Consultant to provide expert financial planning counsel to CIBC’s clients. The role involves working with banking centre based advisors to provide wealth management solutions to high net worth clients.

Requirements

• 7 – 10 years of financial advisory/sales experience with high net worth clients
• Certified Financial Planning designation (CFP)
• Registered Representative (RR) with Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID)
• Knowledge of investment products, retirement planning, and wealth management solutions

Benefits

• Competitive compensation
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program

Tagged as: Financial Modeling