Financial Plan Review Consultant (Bilingual) - Remote
Toronto, ONTemps 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 financial planning experience and a Personal Financial Planner (PFP) designation, with a CFP or IQPF also accepted. They need strong retirement planning knowledge, good communication skills, and fluency in French and English.
Bilingualism, Financial planning, Documentation, Risk management, Give constructive feedback, Communication skills