Financial Planning Specialist -bilingual

CIBC

Montréal, QC, Canada
Competitive salary; incentive pyy included; define...
Fully remote
Certified financial planner (cfp) accreditation
Fluent in french and english
Client relationship management expertise
The role involves working closely with CIBC Wood Gundy Investment Advisors to establish financial roadmaps for clients

Job Summary

  • The role involves working closely with CIBC Wood Gundy Investment Advisors to establish financial roadmaps for clients.
  • Candidates must provide specialized advice on complex areas such as retirement, tax, and succession planning.
  • CIBC offers a competitive salary, defined benefit pension plan, and a culture that values diversity and authenticity.

Matching Summary

The role involves working closely with CIBC Wood Gundy Investment Advisors to establish financial roadmaps for clients.

Salary

Competitive salary; Incentive pay included; Defined benefit pension plan and benefits program

Skills & Requirements

Must-have

  • Certified Financial Planner (CFP) accreditation
  • Fluent in French and English
  • Client relationship management expertise

Nice-to-have

  • LLQP or STEP designations
  • Passion for building trust with clients
  • Experience with high-value client analysis

Key Requirements

  • Current CFP accreditation in good standing
  • Fluency in both French and English languages
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter