Senior Financial Planner (Montreal)

Senior Financial Planner (Montreal)

28 Oct
|
CIBC
|
Montreal

28 Oct

CIBC

Montreal

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.

In office 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,

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📌 Senior Financial Planner (Montreal)
🏢 CIBC
📍 Montreal

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