Specialist, Centralized Financial Planning Bilingual

extra holidays
Work set-up: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Certified Financial Planner (CFP) accreditation is required., Minimum of 5 years of experience in the Financial Planning industry., Strong technical knowledge of Canadian taxation, corporate, and trust structures., Proficiency with Financial Planning software and Microsoft Office tools..

Key responsibilities:

  • Provide complex financial planning advice to clients.
  • Collaborate with Wealth Strategists and Relationship Managers.
  • Maintain industry expertise and stay updated on market and legislative changes.
  • Build and nurture client relationships through personalized financial planning support.

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CIBC Banking XLarge http://www.cibc.com/
10001 Employees
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Job description

We’re building a relationshiporiented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

This expert planning role works closely within the Wealth Planning Group to elevate the quality and operational excellence of the financial planning practice. The Centralized Financial Planning Specialist is an experienced CFP accredited planner that collaborates with Wealth Strategists, Financial Planning Specialists and Relationship Managers by proving financial planning services. The incumbent will also have a national scope and play an important role in key projects related to the advice enablement of the Wealth Planning Group.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of onsite and remote work) will be discussed at the time of your interview.

How you’ll succeed

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Banking
Spoken language(s):
EnglishFrench
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Office
  • Goal Setting
  • Adaptability
  • Collaboration
  • Communication

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