Financial Planning Specialist -Bilingual

CIBC • Montreal, QC

2d • Hybrid

About The Position

The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success. The financial planning process reviews the clients’ personal circumstances and objectives, and develops appropriate strategies and solutions to meet both their short term and long term needs. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

• Demonstrate experience as a Financial Planning Specialist.
• Current CFP accreditation and in good standing. IQPF for Quebec.
• Fluent in French and English.
• Legally eligible to work at the location(s) specified.
• Ability to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

Nice To Haves

• LLQP or STEP designations.

Responsibilities

• 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.
• 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.
• 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.

Benefits

• competitive salary
• incentive pay
• banking benefits
• a benefits program
• defined benefit pension plan
• employee share purchase plan
• vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed