Elevate high net worth client relationships as a Wealth Management Consultant with CIBC in Duncan. Provide tailored financial planning solutions that empower clients to achieve their financial goals.
As part of CIBC's Financial Planning and Advice team, you'll be instrumental in delivering comprehensive wealth strategies. This role requires you to analyze customer portfolios and provide investment planning, retirement solutions, and philanthropic advice. Your expertise will help drive meaningful outcomes for clients while collaborating with branch advisors.
Key Responsibilities:
• Analyze customer portfolios for tailored solutions • Provide expert financial planning counsel to clients • Educate advisors on roles of financial consultants • Collaborate with relationship managers for client referrals • Conduct financial planning info sessions and seminars
Requirements: • 7-10 years in financial advisory with High Net Worth clients • CFP certification is mandatory • Robust investment knowledge and analysis skills • Excellent presentation and relationship-building abilities • Proficiency in portfolio and retirement planning
Maximize your impact on clients' financial success at CIBC by leveraging your wealth management expertise in Duncan. #J-18808-Ljbffr