Financial Planning Advisor

CIBC Capital Markets

London, Ontario, Canada
Not specified; competitive compensation; defined b...
High net worth client experience
Comprehensive financial planning skills
Client relationship management
The role involves developing integrated wealth management strategies combining investment, estate, tax, and retirement planning for high net worth clients

Job Summary

  • The role involves developing integrated wealth management strategies combining investment, estate, tax, and retirement planning for high net worth clients.
  • Candidates must demonstrate superior financial planning skills and proven success in serving HNW and UHNW client segments.
  • CIBC offers a competitive compensation package including a defined benefit pension plan, employee share purchase plan, and wellbeing support.

Matching Summary

The role involves developing integrated wealth management strategies combining investment, estate, tax, and retirement planning for high net worth clients.

Salary

Not specified; Competitive compensation; Defined benefit pension plan included

Skills & Requirements

Must-have

  • High Net Worth client experience
  • Comprehensive financial planning skills
  • Client relationship management
  • Multi-disciplined team collaboration

Nice-to-have

  • Business development capabilities
  • External advisor coordination
  • Innovative solution development
  • Values-driven teamwork

Key Requirements

  • CPA, CA, or CFP certification required
  • Extensive experience with High Net Worth clients
  • LLB, TEP, or FEA designations considered an asset

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter