Financial Planning Advisor

CIBC

London, ON, Canada
Not specified; competitive compensation; defined b...
High net worth client experience
Comprehensive financial planning skills
Holistic wealth management strategy
This role involves developing holistic wealth management strategies that combine investment, estate, tax, and retirement planning for High Net Worth clients

Job Summary

  • This role involves developing holistic wealth management strategies that combine 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

This role involves developing holistic wealth management strategies that combine 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
  • Holistic wealth management strategy

Nice-to-have

  • Collaboration with external advisors
  • Multi-disciplined team leadership
  • Innovative domestic and global solutions

Key Requirements

  • CPA, CA, or CFP certification required
  • Extensive experience with High Net Worth clients
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in the location(s) specified

Tailored Resume

Cover Letter