Become a pivotal part of a financial planning team focused on high value client success. Provide wealth management solutions specializing in estate planning and tailored investment strategies.
In this role, you will be instrumental in delivering expert advice and crafting comprehensive financial plans tailored specifically for high net worth clients. Your extensive experience and certifications, including CFP, will enable you to analyze complex financial situations and work closely with banking advisors to ensure client needs are met effectively. You'll also help educate and empower your team through workshops and consultations.
Key Responsibilities:
• Offer strategic guidance for estate and wealth transition planning • Analyze client financial portfolios and recommend optimizations • Prepare and present comprehensive financial strategies • Teach relationship managers about financial planning initiatives • Identify potential clients and collaborate on opportunities
Requirements: • Certified Financial Planner (CFP) designation is essential • Experience of 7-10 years in financial advisory roles • Proven investment acumen and deep market knowledge • Canadian Securities Course (CSC) completion required • Must possess Registered Representative or IIROC designation
Empower clients with cutting-edge wealth strategies and engage in impactful partnerships that lead to financial success. #J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g9870
📌 Dynamic Financial Planning Consultant for Wealth and Estate Strategies (Quebec City)
🏢 Canadian Imperial Bank of Commerce
📍 Quebec City
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