Job Description
Join CIBC's Financial Planning and Advice team as a Financial Planning Consultant. This position focuses on wealth management strategies and engages with high net worth clients in Brentwood.
As a Financial Planning Consultant, you will deliver expert financial planning advice, specializing in wealth management solutions. Your role requires strong analytical skills and a solid understanding of investment strategies, allowing you to meet complex client needs. Collaboration with advisors in the branch is key to identifying opportunities for high-value clients.
Key Responsibilities:
• Provide expert financial planning counsel to high net worth clients
• Analyze portfolios and prepare tailored investment plans
• Educate clients and advisors about financial strategies
• Coordinate services sold with relationship managers
• Conduct seminars for relationship managers on planning needs
Requirements:
• Certified Financial Planner (CFP) designation required
• 7-10 ye...
As a Financial Planning Consultant, you will deliver expert financial planning advice, specializing in wealth management solutions. Your role requires strong analytical skills and a solid understanding of investment strategies, allowing you to meet complex client needs. Collaboration with advisors in the branch is key to identifying opportunities for high-value clients.
Key Responsibilities:
• Provide expert financial planning counsel to high net worth clients
• Analyze portfolios and prepare tailored investment plans
• Educate clients and advisors about financial strategies
• Coordinate services sold with relationship managers
• Conduct seminars for relationship managers on planning needs
Requirements:
• Certified Financial Planner (CFP) designation required
• 7-10 ye...