Senior Financial Planner - Grow Portfolios & Lead Team (Montreal)

Senior Financial Planner - Grow Portfolios & Lead Team (Montreal)

06 Aug
|
CIBC
|
Montreal

06 Aug

CIBC

Montreal

CIBC is seeking a Senior Financial Planner in Montreal to manage complex client relationships and deliver comprehensive financial plans. You’ll mentor a team of advisors, help clients secure their futures, and support strategic growth while delivering exceptional service.

The role requires 4+ years in financial advisory, relevant licensing in Canada, and a client-focused approach. In office work at multiple banking centres within reasonable travel is expected.

📌 Senior Financial Planner - Grow Portfolios & Lead Team (Montreal)
🏢 CIBC
📍 Montreal

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