Apply financial planning expertise at CIBC in Thornhill, supporting Investment Advisors and clients through retirement and wealth strategies. Work arrangements are discussed during interviews.
As a Financial Planning Specialist, you will assess personal circumstances and objectives, then develop solutions for short and long term needs. The role serves high value clients and supports CIBC Wood Gundy Investment Advisors. Key areas include retirement, tax, succession, and wealth protection planning.
Key Responsibilities:
- Prepare specialized financial plans for complex client circumstances
- Develop retirement, tax, succession, and protection strategies
- Monitor economic conditions, legislation, and product platform changes
- Support Investment Advisors during annual client follow ups
- Promote planning strategies supporting asset gathering and retention
Requirements:
- Five to ten years of full financial planning experience
- Current CFP or PFP accreditation in valuable standing
- Expertise in tax and legal planning
- Experience serving high value clients with specific needs
- CPA, LLQP, or STEP designation considered an asset
Bring analytical thinking, client service, and financial advising expertise to CIBC Wood Gundy clients in Thornhill.