Accounting & Finance

Senior Financial Planning Specialist | Wealth & Retirement

CIBC

Regina · Division No. 6 · Canada

CIBC in Regina is seeking a Financial Planning Specialist to partner with Wood Gundy Investment Advisors to map clients’ financial futures. You will review personal circumstances and objectives to develop strategies for both short- and long-term needs, with a work arrangement discussed at interview.

Applicants should have 5–10 years in comprehensive financial planning, with tax and legal planning experience; CFP/PFP or CPA/LLQP/STEP assets; and a client-first mindset focused on delivering

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Reference: WJ-3875_13440357

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