A leading financial institution seeks a Financial Planning Consultant in Whitby to offer expert financial planning and wealth management strategies to high-net-worth clients. The ideal candidate will have extensive financial advisory experience, be a Certified Financial Planner (CFP), and possess strong investment knowledge. You will engage with clients, analyze their financial needs, and collaborate with CIBC advisors to deliver tailored solutions. A rewarding career awaits in a culture that values trust, teamwork, and accountability.
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Solution Consultant • Whitby, Durham Region, CA