Financial Planning Consultant

CIBC

7 days ago

4.3 on Glassdoor

Toronto, ON

Hybrid

Full Time

Senior

0 applicants

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About this role

A CIBC Financial Planning Consultant provides expert financial planning counsel specializing in wealth management solutions for high net worth clients, working in partnership with banking centre based advisors. The role involves analyzing clients' financial situations, preparing holistic financial plans, and educating advisors about financial planning strategies.

Skills

Qualifications

Postsecondary Degree/DiplomaRegistered Representative (RR) with CIRO-IDCertified Financial Planner (CFP) or Personal Financial Planner (PFP) designationQualified Associate Financial Planner (QAFP) designationIQPF designation (Quebec)

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.