Senior Financial Planner & Wealth Strategy Leader

CIBC; Montreal; Sur place; CAD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Benefits program

Pension plan

Employee stock plan

Vacation

Résumé du poste

CIBC is seeking a Senior Financial Planner to manage a large, multi-generational client portfolio, delivering tailored financial plans and exceptional service. You will mentor a team of advisors and uphold Imperial Service standards, working across Montreal banking centers as needed.

On-site full-time with flexible hours including evenings and weekends. You will bring 4+ years in financial advice, CIRO-MFD accreditation, AMF licensing (Quebec), CFP upon hire, and ongoing AMF/CSI/ICB credentials,

Qualifications

• 4+ years in financial advisory managing complex relationships.
• CIRO-MFD accreditation and CFP at hire.
• AMF licensing with Quebec accreditation; CIFC/CSC to support AMF licensing; RRC.
• CSI/ICB courses in investment and taxation fundamentals; CFA-like knowledge is a plus.
• Values: trust, teamwork and accountability.

Responsabilités

• Manage and grow a complex client portfolio with comprehensive financial plans and exceptional service.
• Mentor a team of advisors to provide coordinated financial advice.
• Deliver on investment, retirement and estate planning needs to clients.
• Develop and position client relationships for long-term growth.

Connaissances

Client engagement

Relationship building

Leadership

Formation

CIRO-MFD accreditation

CFP on hire

AMF licensing

CIFC or CSC

RRC

CSI/ICB courses (Quebec)

CSI/ICB Legal & Ethical (Quebec)

Description du poste

CIBC is seeking a Senior Financial Planner to manage a large, multi-generational client portfolio, delivering tailored financial plans and exceptional service. You will mentor a team of advisors and uphold Imperial Service standards, working across Montreal banking centers as needed.

On-site full-time with flexible hours including evenings and weekends. You will bring 4+ years in financial advice, CIRO-MFD accreditation, AMF licensing (Quebec), CFP upon hire, and ongoing AMF/CSI/ICB credentials,