Overview

We’re building a relationship‑oriented bank for the modern world. As a CIBC Financial Planning Consultant, you will be part of CIBC’s Financial Planning and Advice team, offering comprehensive financial planning and specialized wealth‑planning strategies to CIBC clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy.

Key Responsibilities

• Provide expert financial‑planning counsel that specializes in wealth‑management solutions working in partnership with CIBC banking centre‑based advisors for their clients.
• Offer subject‑matter expertise on industry, economic and market impacts, legislation, competitors, regulators and trends.
• Engage with clients in discovery‑advice conversations to identify opportunities, analyze financial situations and investment portfolios, and recommend solutions that align with client goals.
• Prepare and present holist...