CIBC is looking for a Senior Financial Consultant to provide expert wealth management solutions to our high-net-worth clientele. Your role will emphasize investment planning, estate strategies, and client partnership.

As a pivotal member of CIBC’s Financial Planning and Advice team, you will engage high-net-worth clients with personalized financial plans. Specializing in areas like business transitions and risk protection, you'll work collaboratively with branch-based advisors to ensure cohesive service delivery. Your ability to analyze and respond to sophisticated inquiries will be key in this role.

Key Responsibilities:
• Analyze complex customer portfolios with precision
• Prepare comprehensive retirement and investment plans




• Foster relationships and educate clients on their portfolios
• Facilitate teamwork among branch advisors and planners
• Ensure successful delivery of CIBC’s financial products

Requirements:
• 7-10 years in financial advisory/sales experience
• CFP certification is required
• Solid track record in investment knowledge
• Effective communicator with high net-worth clients
• Demonstrated skill in assessing financial needs

Utilize your deep financial expertise to drive results at CIBC in Duncan.
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📌 Senior Financial Consultant at CIBC (British Columbia)
🏢 Socket.dev
📍 British Columbia