Become a vital part of CIBC’s Financial Planning and Advice team in Brampton. This Financial Planning Consultant role focuses on delivering specialized wealth management solutions for high net-worth clients.

At CIBC, you will integrate into a relationship-oriented environment while providing expert financial counseling. Your main responsibilities will include estate planning, tax optimization, and collaborative strategy development with banking centre advisors. You will hold your Certified Financial Planning designation, enabling you to guide clients effectively and build meaningful financial plans tailored to their unique goals.

Key Responsibilities:
• Provide extensive financial planning expertise to clients
• Analyze client priorities and family dynamics for effective strategies




• Prepare holistic financial plans aligned with client goals
• Educate advisors on financial planning value propositions
• Conduct seminars for banking centre relationship managers

Requirements:
• 7 - 10 years of financial advisory experience
• Certified Financial Planner designation required
• Solid investment knowledge and market awareness
• Exceptional analytical and presentation skills
• Proven ability to work collaboratively with teams

Leverage your expertise in financial advising to enhance wealth management solutions at CIBC.
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📌 CIBC Wealth Planning Consultant Brampton (Ontario)
🏢 CIBC
📍 Ontario