Financial Planning Specialist -Bilingual

Hybrid Full TimeMontreal, Quebec, CanadaCIBC

We’re building a relationship-oriented bank for the modern world and are looking for a Financial Planning Specialist to work closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success.

Requirements

  • Prepare Financial Plans
  • Provide highly specialized advice and consultation with respect to a broad range of complex financial planning aspects
  • Keep up-to-date with the overall economic and financial environment

Benefits

  • Competitive salary
  • Incentive pay
  • Banking benefits
  • Benefits program
  • Defined benefit pension plan
  • Employee share purchase plan
  • Vacation offering
  • Wellbeing support
  • MomentMakers

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