Financial Planning Consultant

CIBC is seeking a Financial Planning Consultant to join their Financial Planning and Advice team. This role focuses on providing comprehensive wealth management solutions and specialized financial planning strategies to high-net-worth clients, working in partnership with branch-based advisors. The position requires a Certified Financial Planner (CFP) designation and expertise in investment knowledge and market understanding.

• Provide expert financial planning counsel for wealth management solutions
• Partner with CIBC branch-based advisors
• Specialize in estate planning, business transition, tax minimization, and philanthropy
• Analyze customer portfolios and prepare retirement/investment plans
• Educate clients and advisors on investments and portfolio strategies
• Requires CFP designation and 7-10 years of financial advisory experience