Senior Consultant, Practice Management
Current
Cibc Private Wealth
Sep 2024 - Present
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John King Email & Phone Number
Practice Management Consultant, Wealth Planning Coach and Trusted Advisor
at
CIBC Private Wealth
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
CIBC Private Wealth
Role
Practice Management Consultant, Wealth Planning Coach and Trusted Advisor
Location
Greater Toronto Area, Canada, Canada
Who is John King? Overview
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Quick answer
John King is listed as Practice Management Consultant, Wealth Planning Coach and Trusted Advisor at CIBC Private Wealth, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for John King.
John King previously worked as Senior Consultant, Practice Management at Cibc Private Wealth and Practice Management Consultant at Bmo Private Wealth. John King holds Bachelor'S Degree, Political Science from University Of Toronto.
Profile bio
About John King
I am an enthusiastic and experienced professional highly adept at managing change personally and helping others work through this. Experienced in wealth management, wealth planning and practice management principles with a passion for educating others and making complex concepts straightforward and practical. I take responsibility for projects with a bottom line approach to moving the business forward and staying ahead of the competition. My background includes extensive experience managing customer relationships and leading sales teams. Leveraging best practices when driving change management strategies, I am skilled in adapting to dynamic market conditions and trends. As a Consultant I bring all of my knowledge but more importantly, bring all of the skills and talents of others in my network together, when appropriate to develop the best solution for the challenge at hand.
Current workplace
John King's current company
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Cibc Private Wealth
7 roles · 39 years
John King work experience
A career timeline built from the work history available for this profile.
Practice Management Consultant
Delivered practice management support to 250+ BMO Private Wealth Professionals and Market Leadership in Ontario outside of GTA using in person meetings and remote technologiesAreas of expertise included wealth planning, business development, client segmentation, roles and responsibilities and annual review processSuccessfully leveraged in excess of 50.
Dec 2021 - Sep 2023
Wealth Planning Coach
Bmo Wealth Planning
Provided coaching services in-person and remotely to 300+ BMO staff including senior leadership teams, investment advisors, financial planners and frontline staffUsed learning and development best practices focussed on wealth planning and practice management fundamentals resulting in improvement of change management practices Launched new BMO WealthPath.
May 2017 - Dec 2021
Investment Advisor
2014 - May 2017
Financial Planner
Rbc
Provided comprehensive planning services to mass affluent / high net worth individuals. Identified and referred client opportunities to Private Banking, Private investment Counsel and RBCDS as appropriate.
2005 - 2014
~9 yrs
Advisor
London Life
Provided comprehensive planning services including insurance solutions to individuals and families.
2004 - 2005
~1 yr
Branch Manager
Td Canada Trust
Progressive roles resulting in final position of Level 3 Branch Manager with $300MM book businessBuilt relationships with sales teams, mortgage sales force and private investment council
1987 - 2003
~16 yrs
1 education record
John King education
FAQ
Frequently asked questions about John King
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What company does John King work for?
John King works for CIBC Private Wealth.
What is John King's role at CIBC Private Wealth?
John King is listed as Practice Management Consultant, Wealth Planning Coach and Trusted Advisor at CIBC Private Wealth.
Where is John King based?
John King is based in Greater Toronto Area, Canada, Canada while working with CIBC Private Wealth.
What companies has John King worked for?
John King has worked for Cibc Private Wealth, Bmo Private Wealth, Bmo Wealth Planning, Bmo Nesbitt Burns, and Rbc.
How can I contact John King?
You can use AeroLeads to view verified contact signals for John King at CIBC Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did John King attend?
John King holds Bachelor'S Degree, Political Science from University Of Toronto.
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