Financial Planning Strategist
Canadian Imperial Bank of Commerce•San Francisco, CA
250d•$115,000 - $140,000
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
As a Financial Planning Strategist at CIBC, you will be responsible for supporting and working closely with Relationship Managers (RM), Business Development Officers, and clients to analyze, communicate, and implement financial planning strategies for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. You will also provide client support to the Wealth Strategies team.
