Elite Wealth Planning Consultant

CIBC; Belleville; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A Canadian financial institution is looking for a Financial Planning Consultant in Belleville to provide expert financial planning counsel. The role involves collaborating with banking center advisors to deliver comprehensive wealth management strategies. Candidates should have a minimum of 7 years of experience in financial advisory, and possess the CFP designation. This position emphasizes client engagement and analysis to optimize financial solutions and requires strong investment knowledge.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Paid time off for personal development

Qualifications

• 7-10 years of financial advisory/sales experience with high net worth clients.
• Accredited with the Certified Financial Planning designation.
• Strong investment knowledge and understanding of market impacts.

Responsibilities

• Engage clients to define and analyze their financial priorities.
• Prepare and present holistic financial plans.
• Provide insights on the economic and market environment.

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 Canadian financial institution is looking for a Financial Planning Consultant in Belleville to provide expert financial planning counsel. The role involves collaborating with banking center advisors to deliver comprehensive wealth management strategies. Candidates should have a minimum of 7 years of experience in financial advisory, and possess the CFP designation. This position emphasizes client engagement and analysis to optimize financial solutions and requires strong investment knowledge.