Cibc - Financial Planning Specialist - Montreal
2 weeks ago
We’re building a relationship-oriented 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
What You’ll Be Doing
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._
How You’ll Succeed- 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; life & wealth protection; milestones & purchases planning; succession planning, and tax planning.- Industry Expertise- 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. 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.
Who You Are- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.- You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity- You can demonstrate experience as a Financial Planning Specialist. It’s an asset if you have your LLQP or STEP designations.- You’re a certified professional. You have current CFP accreditation and in good standing.- Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability.- You're fluent in French and English to serve our clients in the community.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- 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.- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
Montreal-1155 Rene Levesque
Employment Type
Regular
Weekly Hours
37.5
**Skills**:
Analytical Thinking, Client Relationship Management, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Portfolio Management, Retirement Planning, Work Collaboratively
-
CIBC - Financial Planning Specialist - Montreal - Bilingual
Found in: Jooble CA O C2 - 2 weeks ago
Montréal, QC, Canada Canadian Imperial Bank of Commerce Full timeCIBC - 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. We need talented, passionate professionals who...
-
Investment Specialist
5 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
CIBC - Estate Planning Assistant - Wood Gundy - Montreal - Bilingual
Found in: Jooble CA O C2 - 2 weeks ago
Montréal, QC, Canada Canadian Imperial Bank of Commerce Full timeCIBC - Estate Planning Assistant - Wood Gundy - Montreal - Bilingual page is loaded CIBC - Estate Planning Assistant - Wood Gundy - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted 16 Days Ago job requisition id 2405479 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
CIBC - Business Development/Prospecting Specialist - Wood Gundy - Bilingual
Found in: Jooble CA O C2 - 2 weeks ago
Montréal, QC, Canada CIBC Full timeCIBC - Business Development/Prospecting Specialist - Wood Gundy - Bilingual ASAP Early Career, Full Time What you’ll be doing CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele.We are looking for energetic, sales savvy and client service oriented individuals to join our team. As a Business...
-
Cibc - Administrative Assistant - Wood Gundy
2 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
Specialist (remote)
Found in: Jooble CA O C2 - 2 weeks ago
Montréal, QC, Canada Canadian Imperial Bank of Commerce Full timeCIBC - 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...
-
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
CIBC | Private Banking Associate | Private Wealth | Montreal | Bilingual Apply CIBC | Private B[...]
Found in: Jooble CA O C2 - 2 weeks ago
Montréal, QC, Canada CIBC Full timeASAP Early Career, Full Time What You’ll Be Doing You will provide administrative and sales support to one or more Private Banking Advisors. As a Senior Private Banking Associate, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries. This could include...
-
Cibc- Client Sales Support Specialist
7 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
Investment Specialist
2 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
CIBC - Client Service Representative, Private Banking - Montreal - Bilingual
Found in: Jooble CA O C2 - 1 week ago
Montréal, QC, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
Financial Services Representative
2 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
Financial Services Representative
6 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
CIBC - Administrative Assistant - Wood Gundy - Downtown Montreal - Bilingual
Found in: Jooble CA O C2 - 2 weeks ago
Montréal, QC, Canada CIBC Full timeJob Description What you'll be doing CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele.As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as...
-
Associate Financial Services Specialist
7 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
Business Development Manager
Found in: Jooble CA O C2 - 2 weeks ago
Montréal, QC, Canada Canadian Imperial Bank of Commerce Full timeBusiness Development Manager – CIBC Asset Management – Montreal – Bilingual page is loaded Business Development Manager – CIBC Asset Management – Montreal – Bilingual Apply locations Montréal, QC time type Full time posted on Posted 3 Days Ago job requisition id 2403521 We’re building a relationship-oriented bank for the modern world. We...
-
Représentant en Services Financiers
6 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
Financial Services Representative Ii
4 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...
-
Cibc - Administrative Assistant - Wood Gundy
4 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented 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...