Financial Planning Consultant at CIBC
Location
brampton, peel region
Job Type
Full-time
Category
Consulting
Posted
June 17, 2026
Elevate your career with CIBC as a Financial Planning Consultant, specializing in wealth management for high-net-worth clients. This role combines expert financial advising with a supportive team environment.
In this role, you will join CIBC's distinguished Financial Planning and Advice team. Your responsibilities include providing in-depth counsel, analyzing client investments, and developing personalized financial strategies tailored to individual goals. You will collaborate closely with advisors to enhance service delivery and offer insights that empower clients.
Key Responsibilities:
• Analyze clients’ financial goals and investment portfolios
• Create and present personalized financial plans
• Educate clients on market impacts on investments
• Collaborate with relationship managers on asset management
• Conduct training sessions for team members on planning strategies
Requirements:
• 7-10 years in financial advisory with high-net-worth clients
• Curre...
In this role, you will join CIBC's distinguished Financial Planning and Advice team. Your responsibilities include providing in-depth counsel, analyzing client investments, and developing personalized financial strategies tailored to individual goals. You will collaborate closely with advisors to enhance service delivery and offer insights that empower clients.
Key Responsibilities:
• Analyze clients’ financial goals and investment portfolios
• Create and present personalized financial plans
• Educate clients on market impacts on investments
• Collaborate with relationship managers on asset management
• Conduct training sessions for team members on planning strategies
Requirements:
• 7-10 years in financial advisory with high-net-worth clients
• Curre...