Wealth Strategist-Bilingual
Montréal, QCFull Time
CA
CIBC Asset Management Inc
Candidates need proven experience developing comprehensive financial plans for high net worth clients, a Certified Financial Planner (CFP) designation, and fluency in French and English. Law or accounting experience with a financial planning base, and CPA, CA, CMA, LLB, TEP or FEA designations, are considered assets.