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Financial Planning Specialist-Bilingual

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CIBC
📍 montreal, Canada
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Location montreal
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Posted June 01, 2026
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Commute Local Area
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Local Opportunity Near You!

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Job Description

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 CIBC.com.

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 (propor...

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📍 Location Details

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City
montreal
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Country
Canada
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Commute
Local Area

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