Location
montreal (administrative region)
Job Type
Full-time
Posted
June 27, 2026
Job Description
Lead financial growth as a Senior Financial Planner with CIBC in Montreal, focusing on client relationships and innovative financial strategies. Work full-time, delivering tailored advice to elevate client experiences.
This role within CIBC's Personal and Business Banking Team emphasizes relationship management and creating complex financial plans for clients. Utilize your extensive knowledge in investments, retirement planning, and team mentoring to guide both clients and advisors toward achieving their goals. Your leadership will play a vital role in fostering a culture of trust and collaboration.
Key Responsibilities:
• Develop and maintain a detailed client portfolio
• Create comprehensive financial plans tailored to clients
• Lead and mentor a team of financial professionals
• Identify business development opportunities in the market
• Engage clients with personalized investment advice
Requirements:
• Minimum 4 years in a financial advisory capacity
•...
This role within CIBC's Personal and Business Banking Team emphasizes relationship management and creating complex financial plans for clients. Utilize your extensive knowledge in investments, retirement planning, and team mentoring to guide both clients and advisors toward achieving their goals. Your leadership will play a vital role in fostering a culture of trust and collaboration.
Key Responsibilities:
• Develop and maintain a detailed client portfolio
• Create comprehensive financial plans tailored to clients
• Lead and mentor a team of financial professionals
• Identify business development opportunities in the market
• Engage clients with personalized investment advice
Requirements:
• Minimum 4 years in a financial advisory capacity
•...