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Financial Planning Consultant at CIBC - ApplyBlast

Financial Planning Consultant

CIBC

7 months ago

4.3 on Glassdoor

Duncan, BC

Hybrid

Full Time

Senior

0 applicants

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About this role

CIBC is seeking a Financial Planning Consultant to provide expert financial planning counsel to high net worth clients, focusing on wealth management, estate, tax, and business transition planning. The role involves analyzing portfolios, educating clients, and collaborating with relationship managers within a flexible work environment.

Skills

Qualifications

Certified Financial Planner (CFP)

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.