Wealth Planning Consultant for High Net Worth Clients

Canadian Imperial Bank of Commerce; Comox; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading Canadian bank is seeking a Financial Planning Consultant to join their Financial Planning and Advice team. In this role, you will provide expert financial planning counsel focused on wealth management solutions for high net worth clients. Candidates should have 7-10 years in financial advisory with strong investment knowledge. The position offers a competitive salary and potential for variable compensation.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• 7 - 10 years of financial advisory/sales experience with High Net Worth clients.
• Extensive investment knowledge and understanding of markets.
• Ability to educate customers and advisors about financial products.

Responsibilities

• Provide financial planning counsel specializing in wealth management solutions.
• Analyze customer portfolios and prepare retirement/investment plans.
• Coordinate the delivery of financial products/services sold.

Skills

Analytical Thinking

Business Planning

Client Service

Financial Advising

Wealth Management

Investment Planning

Education

CFP (Certified Financial Planner)

Canadian Securities Course (CSC)

Job description

A leading Canadian bank is seeking a Financial Planning Consultant to join their Financial Planning and Advice team. In this role, you will provide expert financial planning counsel focused on wealth management solutions for high net worth clients. Candidates should have 7-10 years in financial advisory with strong investment knowledge. The position offers a competitive salary and potential for variable compensation.