Wealth Planning Consultant for High-Net-Worth Clients

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

Job summary

A leading financial institution is seeking a Financial Planning Consultant in Mississauga. You will provide expert financial planning counsel focused on wealth management, collaborating closely with banking advisors. The ideal candidate will have significant financial advisory experience and necessary certifications including CFP. This role offers competitive compensation and a diverse work environment.

Benefits

Competitive compensation

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• Completed Canadian Securities Course (CSC).
• Certified Financial Planner (CFP) designation is required.
• 7 - 10 years of financial advisory/sales experience.

Responsibilities

• Engage with clients to analyze their priorities and identify financial strategies.
• Provide expert financial planning counsel tailored to individual client needs.
• Collaborate with banking centre advisors to provide wealth management solutions.

Skills

Analytical Thinking

Client Service

Customer Experience (CX)

Financial Advising

Investment Planning

Investment Products

Retirement Planning

Work Collaboratively

Education

CFP (Certified Financial Planner)

Canadian Securities Course (CSC)

Job description

A leading financial institution is seeking a Financial Planning Consultant in Mississauga. You will provide expert financial planning counsel focused on wealth management, collaborating closely with banking advisors. The ideal candidate will have significant financial advisory experience and necessary certifications including CFP. This role offers competitive compensation and a diverse work environment.