Financial Planning Consultant - Garibaldi Highlands, BC

Only for registered members Garibaldi Highlands, BC, Canada

6 days ago

Default job background
'At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.'

You will be part of CIBC's Financial Planning and Advice team,
which offers comprehensive financial planning and specialized wealth planning strategies to CIBC's clients,
as well as investment knowledge and expertise sufficient to respond to detailed and complex inquiries from a sophisticated,and high net-worth client group.
  • Provide subject matter expertise of economic and political impact on the business,trends etc.

  • Analyze customer portfoliosand prepare retirement/investment plans

  • Educate customers about their investmentsand their portfolio
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