We're building a relationship-oriented bank for the modern world. comWhat You'll Be DoingHigh net worth clients often require additional expertise due to their level of wealth and the complexities involved. You will be working as part of a leading Wealth Management practice to understand the unique and complex needs of their high net worth clients, and offer recommendations to optimize and grow the clients' wealth. Financial Planners develop a holistic and integrated wealth management strategy – one that combines investment management, estate planning, tax planning, and retirement planning strategies amongst others so they all work together to achieve your clients' goals. This role may require frequent travel. How You'll SucceedClient First - Prepare and present comprehensive financial plans that meet existing and prospective client's needs and objectives for HNW clients by leveraging internal CIBC expertise. Collaboration - Work proactively with your team and internal and external partners and other trusted advisors to lead the development of an integrated financial plan for new and existing HNW clients. Assemble a multi-disciplined team to develop innovative domestic and global solutions for the client's personal and business needs (banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business, charitable giving etc.)Who You AreYou're an expert financial planner. You can demonstrate superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients. You have a tax background and at least 5 years of UHN planning. You have extensive experience working with High Net Worth clients. Additional designations such as LLB, TEP, and FEA are considered an asset. We work to recognize you in meaningful, personalized ways including competitive compensation, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. If you need accommodation, please contact Mailbox.You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. 5SkillsBusiness Development, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Proposal Writing, Results-OrientedSummaryLocation: London, ON; Toronto, ONType: Full time
Financial Planning Consultant in London employer: CIBC Bank
CIBC is an exceptional employer that prioritises your growth and ambitions, offering a supportive work culture where your contributions are valued. As an Investment Advisor in London, you'll benefit from competitive compensation, comprehensive benefits, and unique opportunities for professional development, including Purpose Day—a paid day off dedicated to your personal growth. Join us to make a meaningful impact while enjoying a collaborative environment that fosters innovation and client-centric solutions.
