Jobs in Canada

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Business Performance Manager
nesto
Canada
- Full-time
…push the industry forward through innovation, technology, and customer-focused…
Added 11 mins ago
GF
Commercial Credit Manager
GM Financial
Toronto, ON
- Full-time
…retail financing and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their…
Added 11 mins ago
DH
Assistant Rooms Operations Manager
Delta Hotels and Resorts®
Kelowna, BC
- Full-time
Contributing Information to Support Managing to Budget
Added 11 mins ago
GF
Credit Manager
GM Financial
Burnaby, BC
- Full-time
As Credit Manager - CDN Dealer Services, you will lead credit decisioning and team support by evaluating complex dealer credit requests, managing escalations, and making lending decisions…
Added 12 mins ago
HR
Manager, Surveillance
Hard Rock Hotel & Casino Ottawa
Ottawa, ON · Hard Rock Hotel & Casino Ottawa
- Full-time
Possess strong leadership skills that are vital to managing people and delivering exceptional customer service as the manager is responsible for the overall management of the Surveillance…
Added 12 mins ago
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Global Client Executive, Canada
Chubb
Toronto, ON
- Full-time
…distribution partners to ensure alignment with this metric and in support of product line underwriting…
Added 12 mins ago
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Lifecycle Marketing Manager
Baselane
Toronto, ON
- Full-time
The Lifecycle Marketing Manager is a key member of the Growth Marketing team and owns the programs that drive customer lifetime value - from activation through engagement to revenue…
Added 12 mins ago
EC
Office Administrator
Edge Construction
Vancouver, BC
- Full-time
…Vancouver as a quality general contractor and construction manager. With a team of over 70 and a focused portfolio of wood-frame multifamily residential projects, we have earned the trust…
Added 12 mins ago
T
Personal Banking Associate Trainee
TD
Victoria, BC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 12 mins ago
C
Product Design Manager, Design Systems
Clio
Toronto, ON · Vancouver, BC · Calgary, AB
- Full-time
We're hiring a Product Design Manager to lead Design Systems at Clio. The role is open to candidates across Canada (excluding Quebec) and the US. If you are located near one of our hubs…
Added 12 mins ago
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Bar/Camp Attendant - Services
Civeo
Fort McMurray, AB
- Full-time
Report damage, theft, or abandoned items to the Manager.
Added 26 mins ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Bridgewater, NS
- Full-time
…reassuring way and escalate cash or technical issues to the Customer Service…
Added 26 mins ago
WC
(CAN) Cashier
Walmart Canada
Bridgewater, NS
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 26 mins ago
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Territory Sales Manager - Western Canada
Ajax Systems
AB · Edmonton, AB
- Full-time
Actively support marketing events and attend exhibitions related to Ajax Systems products and solutions
Added 26 mins ago
GC
Account Manager
Grainger Canada
Edmonton, AB
- Full-time
…accounts and average of $2M dollars annually. Use Grainger's Customer Relationship Management (CRM) system, Salesforce, to perform all the aspects of business daily. You will report to the…
Added 26 mins ago
DU
Library Services Supervisor
Dalhousie University
Halifax, NS
- Full-time
University Libraries support and advance learning and research endeavors by providing collections, facilities and services that expedite access to the world’s information and knowledge.…
Added 26 mins ago
IU
Product Manager
Ikotek USA, Inc.
Vancouver, BC
- $100,000 to $150,000 CAD / year
- Full-time
…production. You will drive profitability, technical execution, and customer growth, bridging engineering, supply chain, and…
Added 26 mins ago
FR
Area Manager
FirstService Residential Canada
Hamilton, ON
- Full-time
…medical, dental, and retirement benefits, career training, and support for continued professional…
Added 26 mins ago
AU
GSOC Operator
Allied Universal
Toronto, ON
- Full-time
Working in a 24/7 environment with rotating shifts in office (no remote work)
Added 26 mins ago
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Lab Technician
Mativ
Renfrew, ON
- Full-time
Reporting to the Quality Manager, the Lab Technician is responsible for inspection and testing of materials or products per specified work instructions and test plans. Test results are…
Added 26 mins ago
WC
(CAN) Associé de jour, rénovation
Walmart Canada
Montreal, QC
- Contract
Position Summary...A day remodel associate works with the Remodel Lead and Day Remodel Manager to establish standards in newly renovated departments. They complete modulars, assist…
Added 26 mins ago
TC
Customer Retention Specialist - Quebec Zone/Spécialiste, Rétention de la Clientèle – Zone du Québec
Toyota Canada Inc.
Brossard, QC
- Full-time
Toyota Canada Inc. (TCI) currently has an exciting opportunity for a customer experience-focused person to assist the Customer Retention department. This is a full-time opportunity…
Added 26 mins ago
GC
Account Manager
Grainger Canada
Burnaby, BC
- Full-time
…accounts and average of $2M dollars annually. Use Grainger's Customer Relationship Management (CRM) system, Salesforce, to perform all the aspects of business daily. You will report to the…
Added 26 mins ago
WC
(CAN) Préposé aux caisses libre-service
Walmart Canada
Quebec, QC
- Full-time
…reassuring way and escalate cash or technical issues to the Customer Service…
Added 26 mins ago
BI
Community Manager, Social & Content – 7 Days to Die
Behaviour Interactive
Montreal, QC
- Full-time
As Community Manager, Social & Content for 7 Days to Die, you will own the game's social content strategy and day-to-day social presence. Working closely with Product, Production,…

CIBC

Financial Planner - Central Canada - Manitoba/Saskatchewan/Alberta

AB, Canada
Regina, SK, Canada
Calgary, AB, Canada

Full-time

Apply on cibc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 21, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Nov 10, 2026

Original job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC banking centre based advisors for their clients. The team operates within the Canadian Investment Regulatory Organization (CIRO). Each Financial Planning Consultant will be accredited with their Certified Financial Planning designation (CFP) with Financial Planning Canada and in Quebec the (IQPF) designation.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

Product Knowledge and Support – Provide subject matter expertise of industry, economic and market impact on the business, legislation, competitors, regulators, trends, etc. typically acquired through 7 - 10 years of financial advisory/sales experience with high net worth clients. Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.
Analysis – Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic, identifying opportunities to optimize financial planning strategies to build wealth and recommend solutions that align. Analyze clients financial situation and investment portfolios and align recommendations to clients goals. Prepare and present holistic financial plans using CIBC financial planning tools that encompass retirement, education, intergenerational estate considerations while incorporating future income requirements and consideration.
Service Focus – Provide clients insights on the current economic and market environment and the effect on their investment portfolios. Educate Advisors and relationship managers about the role and the value proposition of the Financial Planning Consultant utilizing strong interactive and presentation skills to convey both factual and conceptual information.
Partnership – Share results of client discussions and coordinate the delivery of products/services sold with the relationship manager. Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manager.
Collaboration – Work as a team with relationship managers within the banking centre network in order to identify current and potential High Value Clients with investment, business transition and estate planning needs and obtain referrals. Conduct regular information sessions/seminars for relationship managers.

Who you are

You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You have a postsecondary degree/diploma and/or 4 years of relevant experience.
You are a certified professional (CIRO-ID). You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). CFP upon hire.
You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in CIRO-MFD licensing, CFP upon hire.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
You have knowledge. Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Calgary-301-8th Ave. SW, 3rd

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively

Apply on cibc.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Provide expert financial planning and wealth management counsel to high net-worth clients in partnership with banking centre advisors. Conduct discovery conversations to analyze client goals and develop holistic financial plans covering retirement, estate, and tax strategies.

Requirements

Requires a postsecondary degree or diploma with at least 4 years of relevant experience, plus 7-10 years of advisory experience. Must hold or be eligible for CFP designation and maintain active CIRO-ID or CIRO-MFD licensing.

Skills

Financial planning
Wealth management
Investment knowledge
Estate planning
Business transition planning
Tax minimization
Analytical thinking
Presentation skills
Market analysis
Retirement planning
Education planning
High net worth client advisory
Regulatory compliance
Collaboration

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
CIRO
CFP
Investment Dealer
High Net Worth
Estate Planning
Tax Minimization
Retirement Planning
Business Transition
Market Analysis
Relationship Management
Financial Advisory
Portfolio Management
Regulatory Compliance
AMF
CIFC
CSC
RRC
Banking Centre

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Work requirements

Jobs in Canada