Financial Planning Specialist - Bilingual

CIBC • Montreal, Quebec, Canada • 10h ago

Prepare Financial Plans- Provide highly specialized advice and consultation with respect to a broad range of complex financial planning aspects to add value to the client relationship. Offer expertise in strategies and solutions for clients - retirement planning; goal planning; life \& wealth protection; milestones \& purchases planning; succession planning, and tax planning.
Industry Expertise- Keep up-to-date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation and product platforms in an area that is subject to frequent change. Provide expertise in dealing with high value clients, each with specific needs and circumstances requiring a unique financial analysis and plan to meet their short term and long term financial requirements.
Branch \& Sales Support- Promotes financial planning strategies as a way of empowering the Investment Advisors to gather and retain assets, which may be generated by product sales as well as client referrals. Support market activities targeted at developing new external business sources and prospects. Supports IAs in client annual follow-up meetings as it relates to Financial Planning.

Who You Are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity
You can demonstrate experience as a Financial Planning Specialist. It's an asset if you have your LLQP or STEP designations.
You're a certified professional. You have current CFP accreditation and in good standing.
Values matter to you. You bring your real self to work and you live our values -- trust, teamwork and accountability.
You're fluent in French and English to serve our clients in the community.

What you need to know

CIBC

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