Financial Planning Consultant
CIBC
About this role
Join CIBC's Financial Planning and Advice team as a Financial Planning Consultant, providing comprehensive wealth management solutions and expert financial counsel to high net worth clients. You will work in partnership with banking centre advisors, operate within Canadian investment regulations, and utilize your industry knowledge and interpersonal skills.
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.
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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
$97k – $131k
per year