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 schedule 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,
📌 Senior Financial Planner Montreal
🏢 CIBC
📍 Montreal
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