Wealth Planning Consultant for High Net Worth Clients

Canadian Imperial Bank of Commerce; British Columbia; On-site; CAD 50,000; Full time

Job summary

A leading financial institution in British Columbia is seeking a Financial Planning Consultant to provide expert financial planning counsel for high net worth clients. This role requires strong analytics and client service skills, with a focus on wealth management solutions. The ideal candidate will possess a CFP designation and extensive experience in financial advisory. The position offers competitive compensation, including an annual base salary of $50,000 and variable incentive compensation options.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Qualifications

• 7-10 years of experience in financial advisory/sales with High Net Worth clients.
• Strong understanding of markets and extensive investment knowledge.
• Ability to analyze customer portfolios and prepare retirement/investment plans.

Responsibilities

• Provide expert financial planning counsel specializing in wealth management solutions.
• Educate customers and advisors about investments and service offerings.
• Collaborate with relationship managers to identify potential high-value customers.

Skills

Analytical Thinking

Client Service

Financial Advising

Investment Planning

Wealth Management

Education

CFP (Certified Financial Planner)

Canadian Securities Course (CSC)

Job description

A leading financial institution in British Columbia is seeking a Financial Planning Consultant to provide expert financial planning counsel for high net worth clients. This role requires strong analytics and client service skills, with a focus on wealth management solutions. The ideal candidate will possess a CFP designation and extensive experience in financial advisory. The position offers competitive compensation, including an annual base salary of $50,000 and variable incentive compensation options.