Financial Planning Specialist-Bilingual
Montréal, QCCIBC World Markets Inc (Canada)
Candidates need experience as a Financial Planning Specialist, a current CFP designation in good standing, and fluency in French and English. An LLQP or STEP designation is an asset.
Financial planning, Bilingualism, Financial analysis, Sales, LLQP, Analytical skills
Associate Investment Advisor CIBC Wood Gundy
London, ONCIBC World Markets Inc (Canada)
6+ YOECandidates need current registration as a Registered Representative with CIRO-ID, a post-secondary degree or diploma, and ideally 6 or more years of investment industry experience. The CFP or CIM designation is an asset, and strong client service, analytical and relationship-building skills are essential.
Financial planning, Identify new business opportunities, Sales, Regulatory compliance, IPS, Relationship building