Wealth Planning Specialist — Client-Focused Financial Guidance

Canadian Imperial Bank of Commerce; Halifax; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading Canadian bank in Halifax is seeking a Financial Planning Specialist to establish client roadmaps for financial success. You will provide expert advice in retirement, tax, and risk planning while supporting Investment Advisors in market activities. The ideal candidate will have CFP accreditation and experience in financial advising. This position offers a competitive salary along with comprehensive benefits.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Employee share purchase plan

Vacation offerings

Wellbeing support

Social recognition programs

Qualifications

• Experience as a Financial Planning Specialist is essential.
• Current CFP accreditation in good standing is required.
• LLQP or STEP designations are considered an asset.

Responsibilities

• Provide specialized advice on financial planning aspects.
• Keep updated with economic and financial legislation changes.
• Promote financial planning strategies to gather and retain assets.

Skills

Analytical Thinking

Client Service

Customer Experience (CX)

Financial Advising

Investment Planning

Investment Products

Portfolio Management

Retirement Planning

Work Collaboratively

Education

CFP accreditation

LLQP or STEP designations (asset)

Job description

A leading Canadian bank in Halifax is seeking a Financial Planning Specialist to establish client roadmaps for financial success. You will provide expert advice in retirement, tax, and risk planning while supporting Investment Advisors in market activities. The ideal candidate will have CFP accreditation and experience in financial advising. This position offers a competitive salary along with comprehensive benefits.