Shape financial futures as a Financial Planning Consultant with CIBC in Brentwood. Engage clients with expert advice and tailored wealth management strategies to optimize their investments and financial plans.
CIBC's Financial Planning and Advice team is seeking a dedicated Financial Planning Consultant. You'll provide comprehensive financial planning, specialize in wealth strategies, and work closely with banking advisors to enhance client assets. This role requires strong analysis and customer service, with a focus on delivering personalized financial solutions.
Key Responsibilities:
• Analyze customer portfolios and prepare investment plans
• Provide expertise on economic factors affecting investments
• Interview clients to assess needs and recommend solutions
• Educate clients and advisors on financial planning processes
• Collaborate with relationship managers for service delivery
Requirements:
• Certified Financial Planner (CFP) designation required
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