Elite Wealth Planner for High-Net-Worth Clients in England

Elite Wealth Planner for High-Net-Worth Clients in England

England Full-Time On-site
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CIBC Wealth Management is seeking an experienced Financial Planner to serve high net worth clients in Canada. You will develop comprehensive plans spanning investments, estate, tax, and retirement to help clients meet their goals and grow wealth.

Collaborate with lawyers and accountants, assemble multi-disciplinary teams, and present tailored strategies. The role may require frequent travel and a client-first mindset, with CPA/CFP designations highly regarded.

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Contact Details:

CIBC US Recruitment Team