Wealth Planning Consultant for High Net Worth Clients (British Columbia)

Wealth Planning Consultant for High Net Worth Clients (British Columbia)

28 Aug
|
CIBC
|
British Columbia

28 Aug

CIBC

British Columbia

CIBC Financial Planning and Advice is seeking a Financial Planning Consultant to deliver wealth planning strategies to high net worth clients, including estate planning, business transition planning, tax minimization, protection planning and philanthropy. You will partner with branch-based advisors, provide expert financial planning counsel, and coordinate delivery of products and services.
The role requires CFP, CSC/CPH assets, and a client-first approach within CIRO guidelines, with

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📌 Wealth Planning Consultant for High Net Worth Clients (British Columbia)
🏢 CIBC
📍 British Columbia

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