Financial Planning Specialist - Bilingual

CIBC is hiring a Bilingual Financial Planning Specialist in Montreal, working closely with CIBC Wood Gundy Investment Advisors and their clients to build roadmaps for their financial success. You'll prepare financial plans and provide specialized advice across a broad range of areas — retirement planning, goal planning, life and wealth protection, milestone and purchase planning, succession planning and tax planning — and support Investment Advisors in gathering and retaining assets. Requirements include experience as a Financial Planning Specialist, current CFP accreditation in good standing (LLQP or STEP designations an asset), and fluency in French and English to serve clients in the community. Full-time, hybrid — 37.5 hours/week. Apply directly on CIBC's official careers site: https://cibc.wd3.myworkdayjobs.com/en-US/search/job/Montral-QC/Financial-Planning-Specialist-Bilingual_2611310