CIBC in Regina is seeking a Financial Planning Specialist to partner with Wood Gundy Investment Advisors to map clients’ financial futures. You will review personal circumstances and objectives to develop strategies for both short- and long-term needs, with a work arrangement discussed at interview.
Applicants should have 5–10 years in comprehensive financial planning, with tax and legal planning experience; CFP/PFP or CPA/LLQP/STEP assets; and a client-first mindset focused on delivering