CIBC
Finance
FinancialPlanningSpecialistBilingual
“Financial Planning Specialist-Bilingual at CIBC. Skills: Financial Planning, Investment Advice, Client Relationship Management. Prepare Financial Plans. Provide specialized advice”
What You'll Achieve.
Establish roadmap for financial success; Meet short term needs; Meet long term needs; Add value to client relationship; Gather and retain assets; Develop new external business sources
Industry & Context.
Analytical Thinking
Legally eligible to work, Valid work or study permit, Attribute-based assessment, Skills test
What They're Looking For.
Must Have
CFP accreditation
Nice to Have
LLQP, STEP designations
What You'll Do.
Prepare Financial Plans
Provide specialized advice
Offer expertise in strategies
Keep up-to-date with environment
Provide expertise with clients
Promotes financial planning strategies
Support market activities
Supports IAs in meetings
How You'll Work.
Team & Collaboration
Works closely with CIBC Wood Gundy Investment Advisors; Work collaboratively
Communication Scope
French; English
Applying for this Financial Planning Specialist-Bilingual role?
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ANONYMOUS · UNFILTERED
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