Elevate your career at CIBC as a Financial Planning Advisor focused on high net worth clients. This role requires expertise in holistic wealth management strategies to optimize and grow client wealth.

As part of CIBC's Wealth Management team, you will address the complex financial needs of high net worth individuals. Collaborating with internal and external advisors, you'll develop comprehensive financial plans that integrate investment management, estate planning, and tax strategies. This position may include travel as you build relationships with clients and lead planning initiatives.

Key Responsibilities:
• Develop tailored financial plans for high net worth clients
• Collaborate with lawyers and accountants for accurate recommendations
• Create integrated strategies across banking, investing,



and tax planning
• Assemble diverse teams to address personal and business client needs
• Present comprehensive solutions to existing and prospective clients

Requirements:
• Minimum 5 years in ultra-high net worth planning
• Certified CPA, CA, CFP required
• Solid financial planning and tax expertise
• Experience in client relationship management
• Proven success in high net worth financial advising

Make a substantial impact in the lives of clients by providing expert financial planning and comprehensive wealth management solutions.
#J-18808-Ljbffr

📌 CIBC Financial Planning Advisor Role (Ontario)
🏢 Canadian Imperial Bank of Commerce
📍 Ontario