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Financial Planning Specialist at CIBC - ApplyBlast

Financial Planning Specialist

CIBC

13 days ago

4.3 on Glassdoor

Thornhill, Ontario, Canada

Hybrid

Full Time

Senior

0 applicants

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About this role

The Financial Planning Specialist works with CIBC Wood Gundy Investment Advisors and clients to create comprehensive financial plans that address short-term and long-term goals. This role involves providing specialized advice on retirement, tax, and wealth protection strategies while staying current with market trends and regulatory changes. The specialist supports branch operations and sales initiatives to help advisors grow client relationships and assets.

Responsibilities

Prepare comprehensive financial plans for clients
Provide specialized advice on complex financial planning aspects
Support Investment Advisors in gathering and retaining assets

Skills

Qualifications

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About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

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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.