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Financial Planner - Central Canada - Manitoba/Saskatchewan/Alberta at CIBC - ApplyBlast

Financial Planner - Central Canada - Manitoba/Saskatchewan/Alberta

CIBC

4 months ago

4.3 on Glassdoor

Edmonton, AB

Hybrid

Full Time

Senior

0 applicants

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About this role

CIBC is seeking a Financial Planning Consultant to provide expert counsel and specialized wealth management solutions, including estate planning and tax strategies, to high-net-worth clients. This role involves collaborating with relationship managers to analyze client financial situations, prepare holistic financial plans, and deliver tailored retirement and education strategies. The position operates within the Financial Planning and Advice team, requiring partnership with banking center advisors to optimize client outcomes.

Responsibilities

Provide expert financial planning counsel specializing in wealth management solutions
Analyze client financial situations to optimize strategies and build wealth
Prepare and present holistic financial plans covering retirement and estate needs
Collaborate with relationship managers to identify high-value client opportunities
Conduct seminars to educate advisors on financial planning value propositions

Skills

Qualifications

Certified Financial Planner (CFP)Canadian Investment Regulatory Organization (CIRO-ID) AccreditationCanadian Investment Regulatory Organization (CIRO-MFD) AccreditationQuebec AMF LicensingCanadian Securities Course (CSC)

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.