Drive impactful financial planning as a Consultant specializing in wealth management. You will focus on personalized strategies that promote client growth and financial wellbeing.
Join a dedicated team providing clients with sophisticated planning services, including business transition and philanthropy strategies. Your role will involve comprehensive analysis of client portfolios and team-oriented interactions with advisory teams to recommend optimal solutions. Leveraging your expertise, you will educate clients on economic trends and market navigation.
Key Responsibilities:
• Develop personalized financial plans for high-value clients
• Analyze client investments for optimal strategy alignment
• Engage clients in discovery discussions about their goals
• Facilitate collaboration with banking center advisors
• Prepare and present financial planning presentations
Requirements:
• 4 years of relevant financial advisory experience
• Current CFP certification required for execution
• Strong analytical skills and market knowledge
• Proven ability to deliver quality client service
• A commitment to professional development and ethics
Shape client wealth strategies with your planning expertise, fostering strong, trust-based relationships in the process.
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Apply on Kit Job: kitjob.ca/job/2fs0vq
📌 Certified Financial Planning Consultant (Bradford West Gwillimbury)
🏢 CIBC
📍 Bradford West Gwillimbury
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