CIBC Senior Financial Planning Specialist
Canadian Imperial Bank of Commerce • montreal (administrative region), Canada
Role Description
Lead financial analysis and planning at CIBC as a Financial Planning Specialist. You will assist high-value clients in crafting personalized financial strategies.
In the role of Financial Planning Specialist at CIBC, you will offer specialized consultation on various financial matters. This position calls for an experienced professional with a valid CFP accreditation who thrives on developing personalized retirement, tax, and succession plans. You'll collaborate closely with Investment Advisors to promote financial planning as a powerful tool for client prosperity.
Key Responsibilities:
• Create customized financial plans based on client needs
• Provide guidance on succession and tax planning
• Enhance client retention through advisor engagement
• Monitor changes in financial markets and regulations
• Assist in annual reviews and ongoing client relationship management
Requirements:
• Active CFP accreditation
• Demonstrable experience in financial planning<...
In the role of Financial Planning Specialist at CIBC, you will offer specialized consultation on various financial matters. This position calls for an experienced professional with a valid CFP accreditation who thrives on developing personalized retirement, tax, and succession plans. You'll collaborate closely with Investment Advisors to promote financial planning as a powerful tool for client prosperity.
Key Responsibilities:
• Create customized financial plans based on client needs
• Provide guidance on succession and tax planning
• Enhance client retention through advisor engagement
• Monitor changes in financial markets and regulations
• Assist in annual reviews and ongoing client relationship management
Requirements:
• Active CFP accreditation
• Demonstrable experience in financial planning<...