Financial Planning Specialist -bilingual

CIBC Capital Markets

Montréal, QC, Canada
Fully remote
Financial planning specialist experience
Retirement planning expertise
Goal planning expertise
The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success

Job Summary

  • The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success.
  • We aspire to give you a career, rather than just a paycheck, offering a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

Matching Summary

The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success.

Skills & Requirements

Must-have

  • Financial Planning Specialist experience
  • Retirement planning expertise
  • Goal planning expertise
  • Life & wealth protection strategies
  • Succession planning expertise
  • Tax planning expertise

Nice-to-have

  • Client relationship building
  • Teamwork and accountability
  • Passion for people
  • Building trust and authenticity
  • Engaging with purpose

Key Requirements

  • CFP accreditation
  • Fluent in French and English
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter