A leading financial institution is seeking a Financial Planning Consultant in Whitby to provide expert financial advice and craft comprehensive planning strategies. The ideal candidate will have 7-10 years of experience in financial advisory, holding a CFP designation. You will work closely with banking advisors to optimize client wealth management strategies and present financial plans. CIBC values trust, teamwork, and accountability, offering competitive compensation and benefits.#J-18808-Ljbffr
Job Title
Wealth Planning Consultant for High-Net-Worth Clients