Join CIBC as a Wealth Management Consultant, where you'll deliver specialized financial counsel to high-net-worth clients. Focus on wealth strategies, investment products, and client education.
This position at CIBC’s Financial Planning and Advice team involves providing comprehensive financial solutions including estate planning and tax minimization strategies. Working closely with branch advisors, you’ll tackle complex financial inquiries, driving meaningful client relationships and supporting a client-centric approach to wealth management. You are empowered to influence client outcomes positively.
Key Responsibilities:
• Develop tailored retirement and investment plans
• Educate relationship managers on financial planning roles




• Engage with high-net-worth clients for their financial needs
• Conduct seminars to enhance team knowledge
• Collaborate on product and service delivery for clients
Requirements:
• Minimum 7 years in financial advisory roles
• Must hold CFP designation
• Expertise in investment strategies and market analysis
• Solid client service orientation
• Proven results in financial planning
Bring your leadership and passion for client-focused financial solutions to the CIBC team in Duncan.
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📌 Wealth Management Consultant at CIBC (Duncan)
🏢 Socket.dev
📍 Duncan