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Financial Planning Consultant at CIBC US | JobVerse
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Financial Planning Consultant
CIBC US
Website
LinkedIn
Financial Planning Consultant
Canada
Full Time
3 weeks ago
$50,000 CAD
No Sponsorship
Apply Now
Key skills
Collaboration
Sales
About this role
Role Overview
Provide expert financial planning counsel specializing in wealth management solutions
Partner with banking centre based advisors
Conduct regular information sessions/seminars for relationship managers
Requirements
7
10 years of financial advisory/sales experience with High Net Worth clients
Extensive investment knowledge and expertise
Strong understanding of markets
Analyze customer portfolios and prepare retirement/investment plans
Educate customers about investments and portfolios
Collaboration with relationship managers
Mandatory Certified Financial Planner designation (CFP) and Canadian Securities Course (CSC)
Benefits
Competitive compensation
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Apply Now
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