Bilingual Senior Financial Planning & Advice Coach - Remote

Canadian Imperial Bank of Commerce; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading Canadian bank in Montreal is seeking a Senior Financial Planning and Advice Coach. The ideal candidate will provide expert financial advice in both English and French to support the advisory sales force. Responsibilities include responding to client inquiries and delivering training programs. Candidates should have a CFP designation and at least 3 years of experience in financial planning. This role offers competitive compensation and a supportive work environment.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• Minimum 3 years of practical experience as a Financial Planner.
• Fluency in French and English for client interaction.
• Current accreditation in IQPF or CFP designation.

Responsibilities

• Provide planning and financial advice over the phone.
• Respond to client inquiries, ensuring tailored advice.
• Update training content and participate in internal projects.

Skills

Financial Planning Expertise

Communication Skills

Relationship Management

Strong Writing Skills

Education

Certified Financial Planner (CFP)

Registered Retirement Consultant (RRC)

Job description

A leading Canadian bank in Montreal is seeking a Senior Financial Planning and Advice Coach. The ideal candidate will provide expert financial advice in both English and French to support the advisory sales force. Responsibilities include responding to client inquiries and delivering training programs. Candidates should have a CFP designation and at least 3 years of experience in financial planning. This role offers competitive compensation and a supportive work environment.