Wealth Planning Consultant for High Net Worth Clients

Canadian Imperial Bank of Commerce; Courtenay; On-site; CAD 50,000 - 58,000; Full time

Job summary

A leading financial institution located in Courtenay is seeking a Financial Planning Consultant to provide expert financial planning counsel and specialize in wealth management solutions. With 7-10 years of experience, the ideal candidate will engage with high net worth clients, analyze their needs, and provide tailored financial advice. The role requires a CFP certification and offers competitive compensation with a focus on personal growth opportunities.

Benefits

Competitive compensation

Banking benefits

Defined benefit pension plan

Community involvement initiatives

Qualifications

• 7 - 10 years of financial advisory or sales experience with High Net Worth clients.
• Extensive investment knowledge and expertise.
• Strong understanding of markets sufficient to respond to detailed inquiries.

Responsibilities

• Provide expert financial planning counsel specialized in wealth management solutions.
• Analyze customer portfolios and prepare retirement/investment plans.
• Educate customers about their investments and portfolios.

Skills

Analytical Thinking

Client Service

Investment Planning

Financial Advising

Wealth Management

Education

CFP (Certified Financial Planner)

Canadian Securities Course (CSC)

Job description

A leading financial institution located in Courtenay is seeking a Financial Planning Consultant to provide expert financial planning counsel and specialize in wealth management solutions. With 7-10 years of experience, the ideal candidate will engage with high net worth clients, analyze their needs, and provide tailored financial advice. The role requires a CFP certification and offers competitive compensation with a focus on personal growth opportunities.