Financial Planning Consultant

We’re building a relationship‑oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

Job Summary

You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial Planning Consultant, you will provide expert financial planning counsel that specializes in wealth management solutions and work in partnership with CIBC banking centre based advisors.

Responsibilities

• Product Knowledge and Support – Provide subject‑matter expertise of industry, economic and market impacts, legislation, competitors, regulators and trends typically acquired through 7‑10 years of financial advisory/sales experience with high‑net‑worth cl...