Specialist (remote)

Found in: Jooble CA O C2 - 1 week ago


Montréal QC, Canada Canadian Imperial Bank of Commerce Full time

CIBC - Financial Planning Specialist - Montreal - Bilingual page is loaded CIBC - Financial Planning Specialist - Montreal - Bilingual
Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id 2402956 We’re building a relationship-oriented bank for the modern world. 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.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
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; milestones & purchases planning; succession planning, and tax planning.
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. Supports IAs in client annual follow-up meetings as it relates to Financial Planning.
You find meaning in relationships, and surround yourself with a diverse network of partners. You can demonstrate experience as a Financial Planning Specialist. It’s an asset if you have your LLQP or STEP designations.
You're fluent in French and English to serve our clients in the community. 
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Analytical Thinking, Client Relationship Management, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Portfolio Management, Retirement Planning, Work Collaboratively Similar Jobs (2)
CIBC | Private Banking Associate | Private Wealth | Montreal | Bilingual
locations Montréal, QC time type Full time posted on Posted 30+ Days Ago Assistant Investment Advisor | CIBC Wood Gundy | Downtown Montreal | Bilingual
locations Montréal, QC time type Full time posted on Posted 30+ Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #


  • QA Automation Specialist

    Found in: Jooble CA O C2 - 2 days ago


    Montréal, QC, Canada PixMob Full time

    Our goal is to ignite collective joy for fans worldwide. We work with international artists, event organizers, sports teams and brands who care about creating unique & memorable experiences for their guests. Alongside our customers, we reinvent immersive experiences through advanced wireless technologies engineered in-house, at our Montreal HQ. Our...

  • Project Specialist

    Found in: Jooble CA O C2 - 11 hours ago


    Montréal, QC, Canada TalentBurst Full time

    Title: Workplace Experience Specialist II Location: Onsite in Montreal Office Duration: 12 months plus extensions IMPORTANT: This position will be fully on-site in Montreal Office. You're an excellent communicator, comfortable interacting with all levels of employees, management, and third-party vendors. You are detail focused, have impeccable...

  • Payroll Specialist

    23 hours ago


    Montréal, Canada Direct Travel Full time

    **Payroll Specialist - Remote** **Embark on the next step in your career journey with Direct Travel!** Responsible for all aspects of payroll. Reports to the Director, Payroll- Location**:Ontario/Quebec - Remote Work Available** **Expedition Expectations** - Processing semi-monthly payroll accurately and in a timely manner - Working closely with HR to...

  • Product Specialist

    Found in: Jooble CA O C2 - 2 days ago


    Montréal, QC, Canada Recrute Action Full time

    Product Specialist (Environmental Sciences) Would you like to be part of a team that believes in your potential and part of a great company that will help you advance in your career? Hourly salary of $80.12-month contract. • Full-time position: Schedule: flexible hours with occasional collaboration with teams in Australia. • Enjoy the flexibility of...

  • Product Technical Specialist

    Found in: Jooble CA O C2 - 2 weeks ago


    Montréal, QC, Canada GRAITEC GmbH Full time

    GRAITEC Group Company is a global Software editor leading Building Information Modeling (BIM) solutions and helping its architectural, engineering, construction, and manufacturing customers to digitize and industrialize their processes to improve performance and build a sustainable tomorrow. We see ourselves as a 30 years old startup, having doubled our...

  • Remote Travel Specialist

    Found in: Jooble CA O C2 - 1 week ago


    Montréal, QC, Canada CAPREIT Apartments Full time

    Do you want to build a rewarding career in residential property management with one of the consistently recognized 50 Best Employers in Canada? If this is you, come join our community in a hybrid leasing and administrative role as a Property Specialist. We are a growth-oriented company that own and operate the highest quality rental communities across...

  • Mortgage Renewals Specialist

    Found in: Jooble CA O C2 - 1 week ago


    Montréal, QC, Canada Canadian Imperial Bank of Commerce Full time

    Mortgage Renewals Specialist (remote) - Bilingual page is loaded Mortgage Renewals Specialist (remote) - Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id 2407394 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing...

  • Product Specialist

    Found in: Jooble CA O C2 - 2 days ago


    Montréal, QC, Canada Recrute Action Full time

    Product Specialist (Environmental Sciences) Are you looking for a stimulating and dynamic job? Would you like to be part of a team that believes in your potential and part of a great company that will help you advance in your career? This is the job for you! We are currently looking for a Product Specialist for one of our clients in the mining and metal...

  • Technical & Remote Service Specialist

    Found in: Jooble CA O C2 - 7 days ago


    Boucherville, QC, Canada Fed Manutech Full time

    Hello, I'm Rayan MERRIEN, FED ManuTech Recruitment Consultant, a specialist in temporary and permanent recruitment for the engineering and manufacturing professions. We're experts who speak your language. We are committed to supporting you throughout your job search and at every stage of your career. Bonjour, je suis Rayan MERRIEN, Conseiller en...

  • Security Specialist

    Found in: Jooble CA O C2 - 1 week ago


    Montréal, QC, Canada Desjardins Group Full time

    Senior Physical Security Governance Advisor page is loaded Senior Physical Security Governance Advisor Apply remote type The work arrangement for the position is hybrid work locations Montréal Lévis time type Full time posted on Posted 4 Days Ago job requisition id R2403732 As senior physical security governance advisor, you assist with fire prevention...

  • Spécialiste des documents

    Found in: Jooble CA O C2 - 7 days ago


    Montréal, QC, Canada Options Consulting Solutions Full time

    BILINGUAL DOCUMENT SPECIALIST (English & French) FULL-TIME, REMOTE MONTREAL, QC SHIFT PATTERN : Are you fluently bilingual in English & French? Are you a meticulous and detail-oriented individual with a passion for organizing and managing documents? Our client is a top national law firm with multiple offices across Canada. Their Montreal office is...

  • Remote Recruiting Specialist

    Found in: Jooble CA O C2 - 2 days ago


    Montréal, QC, Canada Alexa Translations Full time

    Alexa Translations is a leading translations service provider that helps the world’s largest and most prestigious legal, financial and government industries with translation solutions that elevate the way they do business. Helping our clients reach their business goals is the foundation of our success. As Client Solutions Specialist, your job duties...

  • Account Specialist

    7 days ago


    Montréal, Canada Axalta Full time

    Primary Responsibilities: The Account Specialist is responsible for maintaining strong customer satisfaction and long-term retention of Axalta’s customers within a market. As a member of the Regional sales team the Account Specialist will partner with our coatings customers to foster their long-term success by ensuring that all elements of the business...


  • Montréal, Canada McCarthy Tétrault LLP Full time

    **Job Description**: At McCarthy Tétrault, we offer challenging and rewarding career opportunities and are delighted to have been selected for the eleventh consecutive year in 2023 as one of _ _ - Canada’s Top 100 Employers_ and one of _ Canada’s Best Diversity Employers_. Our culture is built on professional excellence, collaboration, innovation,...

  • Policy Specialist, Temporary Full-Time

    Found in: Jooble CA O C2 - 2 weeks ago


    Montréal, QC, Canada WilsonHCG Full time

    Work Location: Remote Position Type: Permanent, Full Time W & RTE 112) - not required to go to the office Our innovative national insurance client is seeking a Specialist, Corporate Actuarial in Ontario or Quebec. This is a remote role but does require you to reside in Ontario or Quebec. Reporting to the Director, Corporate Actuarial...

  • Software Engineer

    Found in: Jooble CA O C2 - 1 week ago


    Montréal, QC, Canada Accolite Full time

    Job Title: Software Engineer Job location: Remote/Onsite/Hybrid: Hybrid Design, develop, test, and deploy Java-based software applications using the Java Spring and Spring Batch frameworks. Utilize Spring framework to build scalable and high-performance applications. Create and maintain ETL pipelines for data extraction, transformation, and loading...

  • Bilingual Document Specialist

    Found in: Jooble CA O C2 - 7 days ago


    Montréal, QC, Canada Options Consulting Solutions Full time

    BILINGUAL DOCUMENT SPECIALIST (English & French) FULL-TIME, REMOTE MONTREAL, QC SHIFT PATTERN : M-F 1PM - 9PM EST Do you have at least 2 years of experience in a role that focused on formatting complex documents, reports, and presentations? Are you fluently bilingual in English & French? Are you a meticulous and detail-oriented individual with a passion...

  • Infrastructure and Data Centre Specialist

    Found in: Jooble CA O C2 - 7 days ago


    Montréal, QC, Canada Hunter Bond Full time

    My client are seeking a Data Center Infrastructure & Infrastructure Specialist to join their team. The position is a mixture of hands on and hands off Data Center based work, with the role revolving around Data Center infrastructure. Sourcing, preparing and installing equipment into Data Centers Organising and coordinating with smart hands at remote...

  • QA Validation Specialist

    Found in: Jooble CA O C2 - 1 week ago


    Montréal, QC, Canada Thorens Solutions Full time

    QA Validation Specialist Company name: Thorens Solutions – Headhunters Activity area : Technologies Salary : Salary from 70,000K to 90,000K Job type : Permanent - Full time , Flexible hours , Occasional remote work City : Montréal Company description This job description is only available in French. Contact us if you have any questions...

  • Specialist Psychiatrist

    Found in: Jooble CA O C2 - 7 days ago


    Québec, QC, Canada Canadian Armed Forces Full time

    Photo credit: Tyler Ferguson (Creation Media) Psychiatrists belong to the Medical Specialist occupation in the Canadian Armed Forces (CAF) andprovide care and clinical leadership in mental health services at Canadian Forces Health Services facilities across Canada. Psychiatrists belong to the Medical Specialist occupation in the Canadian Armed Forces...