CIBC
CIBC Wealth Planning Specialist
Job Description
Maximize your financial planning skills at CIBC in Montréal as a Wealth Planning Specialist. Engage deeply with clients to guide their financial futures based on comprehensive strategies.
This position focuses on working with CIBC Wood Gundy Investment Advisors to implement effective planning strategies. You'll assess client needs, leveraging your financial advising experience to develop personalized solutions including retirement and tax planning. Your ability to cultivate trust and deliver client-focused services will be crucial.
Key Responsibilities:
• Create tailored financial plans aligned with client objectives
• Consult on retirement and wealth protection strategies
• Assist in marketing financial planning initiatives
• Engage in follow-up meetings with clients and advisors
• Monitor changes in the economic landscape relevant to clients
Requirements:
• Must possess CFP certification
• Extensive financial planning experience required
• Bilingual p...
This position focuses on working with CIBC Wood Gundy Investment Advisors to implement effective planning strategies. You'll assess client needs, leveraging your financial advising experience to develop personalized solutions including retirement and tax planning. Your ability to cultivate trust and deliver client-focused services will be crucial.
Key Responsibilities:
• Create tailored financial plans aligned with client objectives
• Consult on retirement and wealth protection strategies
• Assist in marketing financial planning initiatives
• Engage in follow-up meetings with clients and advisors
• Monitor changes in the economic landscape relevant to clients
Requirements:
• Must possess CFP certification
• Extensive financial planning experience required
• Bilingual p...