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Financial Planning Consultant - Whitby, ON at CIBC - ApplyBlast

Financial Planning Consultant - Whitby, ON

CIBC

7 months ago

4.3 on Glassdoor

Toronto, ON

Onsite

Full Time

Senior

0 applicants

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About this role

This role is within CIBC's Financial Planning and Advice team, focusing on providing expert financial and wealth planning solutions to high-net-worth clients, including estate and tax planning, and working collaboratively with banking centre advisors. The position involves analysis, client engagement, and partnership to optimize clients' financial strategies.

Skills

Qualifications

CFPCanadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)IQPF (if in Quebec)

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.