Wealth Planning Consultant for High Net Worth Clients

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

Job summary

A major Canadian bank located in Duncan is seeking a Financial Planning Consultant to provide expert financial planning for high net worth clients. Candidates must hold a Certified Financial Planner (CFP) designation and possess 7-10 years of experience in financial advisory. The role emphasizes collaboration with CIBC advisors and requires strong analytical skills and investment knowledge. This job offers a competitive salary and various benefits.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

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

Responsibilities

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

Skills

Analytical Thinking

Business Planning

Client Service

Financial Advising

Investment Planning

Wealth Management

Education

CFP (Certified Financial Planner)

Canadian Securities Course (CSC)

Job description

A major Canadian bank located in Duncan is seeking a Financial Planning Consultant to provide expert financial planning for high net worth clients. Candidates must hold a Certified Financial Planner (CFP) designation and possess 7-10 years of experience in financial advisory. The role emphasizes collaboration with CIBC advisors and requires strong analytical skills and investment knowledge. This job offers a competitive salary and various benefits.