Wealth Planning Consultant | CFP for High-Net-Worth

Canadian Imperial Bank of Commerce; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Toronto seeks a Financial Planning Consultant to offer expert financial planning and wealth management advice. The ideal candidate will have extensive financial advisory experience and certifications such as CFP. Strong analytical and client service skills are essential for providing tailored financial solutions. Competitive compensation and a supportive work environment are provided.

Benefits

Competitive compensation

Benefits program

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Social recognition program

Qualifications

• Minimum 7-10 years of financial advisory/sales experience with high net worth clients.
• Strong understanding of markets sufficient for complex inquiries from clients.
• Investment knowledge and expertise to respond to sophisticated client groups.

Responsibilities

• Provide expert financial planning counsel focusing on wealth management solutions.
• Analyze clients' financial situations and investment portfolios.
• Engage clients in discovery advice conversations to define financial priorities.
• Educate Advisors about the value of the Financial Planning Consultant role.

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 financial institution in Toronto seeks a Financial Planning Consultant to offer expert financial planning and wealth management advice. The ideal candidate will have extensive financial advisory experience and certifications such as CFP. Strong analytical and client service skills are essential for providing tailored financial solutions. Competitive compensation and a supportive work environment are provided.