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 clientsRequirements:
Minimum 5 years in ultra-high net worth planning
Certified CPA, CA, CFP required
Robust financial planning and tax expertise
Experience in client relationship management
Proven success in high net worth financial advisingMake 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 London
🏢 Canadian Imperial Bank of Commerce
📍 London