Senior Wealth Planning Consultant (CFP)

Canadian Imperial Bank of Commerce; Markham; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian bank is seeking a Financial Planning Consultant in Markham to provide expert financial planning counsel and develop customized wealth management strategies for high net-worth clients. The ideal candidate will have extensive experience in financial advisory, a strong understanding of investment products, and the CFP designation. This position offers a collaborative work environment and competitive benefits.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Recognition program

Qualifications

• 7-10 years of financial advisory/sales experience with high net worth clients.
• Extensive investment knowledge and expertise.
• Ability to respond to complex inquiries from high net-worth clients.

Responsibilities

• Provide expert financial planning counsel specializing in wealth management solutions.
• Analyze clients' financial situations and align recommendations with their goals.
• Present holistic financial plans using CIBC financial planning tools.

Skills

Analytical Thinking

Client Service

Customer Experience (CX)

Financial Advising

Investment Planning

Investment Products

Retirement Planning

Work Collaboratively

Education

Canadian Securities Course (CSC)

CFP (Certified Financial Planner) designation

Job description

A leading Canadian bank is seeking a Financial Planning Consultant in Markham to provide expert financial planning counsel and develop customized wealth management strategies for high net-worth clients. The ideal candidate will have extensive experience in financial advisory, a strong understanding of investment products, and the CFP designation. This position offers a collaborative work environment and competitive benefits.