Financial Planning Consultant
CIBC
About this role
A Financial Planning Consultant at CIBC offers comprehensive wealth planning strategies to high net worth clients, working closely with banking centre advisors to provide expert financial advice on estate planning, business transition, tax minimization, and philanthropy.
Skills
Qualifications
About CIBC
cibc.comCIBC (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.
Recent company news
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About CIBC
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for CIBC.
Salary
$76k – $104k
per year