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Strategic Wealth Planner High-Net-Worth Clients

Job in Brampton, Ontario, Canada
Listing for: CIBC
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Job Description & How to Apply Below
Position: Strategic Wealth Planner for High-Net-Worth Clients
A leading financial institution is seeking a Financial Planning Consultant based in Brampton to provide expert financial planning and wealth management solutions. You will analyze clients' financial situations and collaborate with banking centre advisors to optimize client strategies. Required qualifications include a Certified Financial Planner designation and thorough investment knowledge. The role promotes a positive work environment and encourages team members to achieve their full potential.
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