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. #J-18808-Ljbffr