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Senior Financial Planning Consultant – High Net Worth

Job in Courtenay, BC, Canada
Listing for: Canadian Imperial Bank of Commerce
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 CAD Yearly CAD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Courtenay seeks a talented Financial Planning Consultant to provide expert financial planning services for high net worth clients. You will work closely with branch advisors and collaborate with various teams to analyze client portfolios, develop wealth management strategies, and educate clients on investment opportunities. The ideal candidate possesses a CFP certification and extensive experience in financial advisory.

This role offers a supportive work environment with competitive benefits.
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Position Requirements
10+ Years work experience
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