CFP Wealth Planning Consultant for High‑Net‑Worth Clients

CIBC; Belleville; On-site; CAD 75,000 - 95,000; Full time

Job summary

A leading Canadian bank in Ontario seeks a Financial Planning Consultant to provide expert financial planning counsel and collaborate with banking advisors. Ideal candidates should have 7–10 years of experience with high-net-worth clients, along with the Certified Financial Planner designation. Responsibilities include analyzing clients' financial situations and developing tailored wealth management strategies. This role offers competitive compensation and a supportive work environment in Belleville, Ontario.

Benefits

Competitive compensation

Benefits program

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• 7–10 years of financial advisory/sales experience with high net worth clients.
• Investment knowledge and expertise to respond to complex inquiries.
• Successful designation of CFP is required.

Responsibilities

• Provide expert financial planning counsel specializing in wealth management.
• Engage with clients to analyze financial situations and recommend solutions.
• Collaborate with relationship managers to identify high-value clients.

Skills

Analytical Thinking

Client Service

Customer Experience (CX)

Financial Advising

Investment Planning

Investment Products

Retirement Planning

Work Collaboratively

Education

Certified Financial Planner (CFP)

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

A leading Canadian bank in Ontario seeks a Financial Planning Consultant to provide expert financial planning counsel and collaborate with banking advisors. Ideal candidates should have 7–10 years of experience with high-net-worth clients, along with the Certified Financial Planner designation. Responsibilities include analyzing clients' financial situations and developing tailored wealth management strategies. This role offers competitive compensation and a supportive work environment in Belleville, Ontario.