Financial Planning Consultant

What You’ll Be Doing

You will be part of the CIBC Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s high net worth clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC branch based advisors. The team operates within The Canadian Investment Regulatory Organization (CIRO) framework and the entire team (100%) must be Certified Financial Planners (CFP).

The expected annualized base salary for this role is $50,000. This role is also eligible for variable incentive compensation, which varies significantly based on several factors, including employee performance.

How You’ll Succeed

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