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Financial Consultant Financial Advisor

Senior Wealth Planning Advisor

Job in Duncan, BC, Canada
Listing for: CIBC
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Duncan is seeking a Financial Planning Consultant to join their team. In this full-time role, you will provide expert financial planning counsel to high net worth clients, analyze portfolios, and collaborate closely with relationship managers. Candidates must have the CFP designation and extensive investment knowledge.

This role offers a competitive salary and a comprehensive benefits package.
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Position Requirements
10+ Years work experience
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