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CFP Wealth Planning Specialist - Centralized

Job in Toronto, Ontario, C6A, Canada
Listing for: Canadian Imperial Bank of Commerce
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A major financial institution in Toronto is looking for a Centralized Financial Planning Specialist. This role demands extensive expertise in financial planning and collaboration with various stakeholders. Key responsibilities include preparing comprehensive financial plans, maintaining industry knowledge, and delivering exceptional service to clients. The ideal candidate will possess strong communication skills, at least 5 years of relevant experience, and a CFP accreditation.

The position offers opportunities for professional development and a competitive benefits package.
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