Hybrid Wealth Planning Strategist
CIBC
CIBC US is seeking a Financial Planning Strategist in Chicago, IL to support Relationship Managers and Wealth Strategies clients with comprehensive financial planning. You will analyze data, build scenarios, and deliver polished plans to HNW/UHNW clients, using eMoney and MS Office tools. The role requires CFP/CTFA/CPA or similar designation, strong communication, and an owner mindset. You’ll work in a collaborative, detail-oriented environment with opportunities for growth and incentives. #J-18808-Ljbffr CIBC
Vacancy posted 4 days ago
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