Shape wealth management for clients as a Financial Planning Consultant at CIBC in Duncan. Leverage your expertise in financial advising and portfolio analysis while collaborating in a relationship-oriented environment.

Join CIBC’s Financial Planning and Advice team to provide tailored wealth strategies for high net worth clients. You will focus on estate planning, investment strategies, and tax optimization, ensuring an exceptional client experience. This position requires a Certified Financial Planner designation and involves working closely with CIBC branch advisors.

Key Responsibilities:
• Deliver expert financial planning strategies for clients
• Analyze customer portfolios for retirement and investment needs




• Educate clients and advisors about financial planning roles
• Coordinate with relationship managers on client asset management
• Conduct seminars to enhance financial education within the branch

Requirements:
• 7-10 years of financial advisory experience
• Proven investment knowledge and expertise
• Certified Financial Planner designation required
• Completion status of CSC and CPH is an asset
• Solid analytical and communication skills

Utilize your financial planning skills to empower clients in their investment journeys with CIBC.
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📌 CIBC Financial Planning Consultant Role (British Columbia)
🏢 Canadian Imperial Bank of Commerce
📍 British Columbia