CIBC

Financial Planning Consultant

CIBC

22 days ago
Belleville, ON
Hybrid
Full Time
Senior
0 applicants
CIBC
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About this role

Join CIBC's Financial Planning and Advice team as a Financial Planning Consultant, where you will provide expert wealth management advice, develop comprehensive financial plans for high net worth clients, and collaborate with banking center teams to serve clients' investment and estate planning needs.

Skills

Qualifications

CFP (Certified Financial Planner)Canadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)
CIBC

About CIBC

cibc.com

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.

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

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