Variable incentive compensation based on performan...
Fully remote
7-10 years financial advisory experience
High net worth client interaction
Holistic financial plan preparation
The role involves providing expert financial planning counsel specializing in wealth management solutions to CIBC's high net worth clients
Job Summary
The role involves providing expert financial planning counsel specializing in wealth management solutions to CIBC's high net worth clients.
Candidates will work in partnership with banking centre advisors to deliver comprehensive strategies covering estate planning, tax minimization, and retirement.
CIBC offers competitive compensation, a defined benefit pension plan, and a culture that values employee strengths and ambitions.
Matching Summary
The role involves providing expert financial planning counsel specializing in wealth management solutions to CIBC's high net worth clients.
Salary
Variable incentive compensation based on performance; Competitive base salary; Defined benefit pension plan included
Skills & Requirements
Must-have
7-10 years financial advisory experience
High net worth client interaction
Holistic financial plan preparation
Investment portfolio analysis
Client discovery and advice conversations
Nice-to-have
Strong presentation skills for advisors
Passion for building relationships
Ability to go the extra mile
Experience with business transition planning
Philanthropy planning expertise
Key Requirements
Certified Financial Planning (CFP) designation
CIRO-ID Registered Representative accreditation
Postsecondary degree or 4 years relevant experience