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The Financial Planning Specialist develops financial strategies and plans for clients, provides expertise on various financial planning aspects, and supports Investment Advisors in client relationships and market activities.

Build and grow client investment portfolios through relationship management, investment advice, prospecting, business development, and client service. Develop investment plans and proposals, analyze client information and market trends, recommend suitable financial products based on risk tolerances, address investment questions, and participate in client and prospect seminars. The role requires bilingual French and English communication and current Canadian investment regulatory accreditation.

Manage and grow a client portfolio through relationship management, financial planning, and client service, using CIBC's tools to provide investment advice and support client decisions.