Financial Plan Review Consultant (Bilingual)
Montréal, QCTemps plein
Canadian Imperial Bank of Commerce (Canada): C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des…
3+ ansCandidates need at least three years of practical financial planning experience and a Personal Financial Planner (PFP) designation, or a CFP or IQPF designation. They need deep knowledge of retirement plans (Defined Benefit, Defined Contribution, Hybrid Pensions, Commuted Values), strong analytical and communication skills, and fluency in French and English.
Bilingualism, Financial planning, Documentation, Risk management, Give constructive feedback, Communication skills