Dynamic Financial Planning Consultant For Wealth And Estate Strategies - C$50,000 A Year (Toronto)

Dynamic Financial Planning Consultant For Wealth And Estate Strategies - C$50,000 A Year (Toronto)

19 Apr
|
CIBC
|
Toronto

19 Apr

CIBC

Toronto

A leading Canadian financial institution is seeking a Financial Planning Consultant based in Quebec. You will provide expert financial planning counsel, specializing in wealth management and estate planning strategies for high net worth clients. The ideal candidate will have 7-10 years of experience, hold a CFP designation, and possess solid investment knowledge. This role involves engaging with clients to develop tailored financial plans and collaborating with banking center advisors to identify potential clients. Excellent communication and analytical skills are essential.#J-18808-Ljbffr

📌 Dynamic Financial Planning Consultant For Wealth And Estate Strategies - C$50,000 A Year (Toronto)
🏢 CIBC
📍 Toronto

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