Elite Wealth Planner for High-Net-Worth Clients
Posted 10 days 1 hour ago by CIBC
Permanent
Full Time
Other
England, United Kingdom
Job Description
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.