Elite Wealth Planner for High-Net-Worth Clients

CIBC; England; On-site; CAD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC Wealth Management is seeking an experienced Financial Planner to serve high net worth clients in Canada. You will develop comprehensive plans spanning investments, estate, tax, and retirement to help clients meet their goals and grow wealth.

Collaborate with lawyers and accountants, assemble multi-disciplinary teams, and present tailored strategies. The role may require frequent travel and a client-first mindset, with CPA/CFP designations highly regarded.

Qualifications

• Expert financial planner for HNW/UHN clients.
• Proven ability to develop comprehensive financial plans.
• Experience with tax planning and estate strategies.

Responsibilities

• Prepare and present comprehensive financial plans for HNW/UHN clients.
• Collaborate with external advisors to gather and validate information.
• Lead multi-disciplinary teams to create integrated wealth solutions.

Skills

Client First

Financial Planning

Wealth Management

Investment Planning

Tax Planning

Estate Planning

Proposal Writing

Education

CPA/CA/CFP

Other Designations (LLB/TEP/FEA)

Tools

None

Job description

CIBC Wealth Management is seeking an experienced Financial Planner to serve high net worth clients in Canada. You will develop comprehensive plans spanning investments, estate, tax, and retirement to help clients meet their goals and grow wealth.

Collaborate with lawyers and accountants, assemble multi-disciplinary teams, and present tailored strategies. The role may require frequent travel and a client-first mindset, with CPA/CFP designations highly regarded.