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.
Offer expertise in strategies and solutions for clients including retirement planning, goal planning, life & wealth protection, milestones & purchases planning, succession planning, and tax planning.
At CIBC, your goals are a priority, and they aspire to give you a career rather than just a paycheck.
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
Client relationship management
Retirement planning expertise
Goal planning strategies
Life and wealth protection
Succession planning
Tax planning advice
Nice-to-have
Client-centric approach
Building trust and authenticity
Passionate about people
Diverse network of partners
Proactive problem-solving
Key Requirements
Certified professional with current CFP accreditation