Financial Planning Consultant
OntarioFull Time
CI
CIBC Investor Services Inc
4+ YOECandidates need a postsecondary degree or diploma and about 4 years of relevant experience, plus CIRO registration and CFP designation (or IQPF in Quebec). Strong investment knowledge and experience with high net worth clients are required.
CIBC financial planning tools
Financial Planning Consultant (Toronto/ GTA)
Toronto, ONFull Time
CI
CIBC Investor Services Inc
4+ YOECandidates need a postsecondary degree or diploma and/or 4 years of relevant experience, plus CIRO registration and CFP designation. Strong investment knowledge and 7 to 10 years of advisory experience with high net worth clients are expected.
CIBC financial planning tools