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Added 2 mins ago
Associate Technical Consultant
Worley
Sudbury, ON · Toronto, ON · Sarnia, ON · Markham, ON · Pickering, ON · Vancouver, BC · Edmonton, AB · Calgary, AB · Greater Sudbury, ON,CA
Full-time
Demonstrated experience with control and automation specifications, SOW development, RFQs, and technical bid evaluations in owner or consultant roles.
Added 17 mins ago
Advanced Implementation Consultant
Staffbase
Toronto, ON
We are looking for an Advanced Implementation Consultant to use their delivery and technology expertise for client implementations of Staffbase. You have worked for several years as a…
Added 17 mins ago
Advanced Implementation Consultant
Staffbase
Canada
We are looking for an Advanced Implementation Consultant to use their delivery and technology expertise for client implementations of Staffbase. You have worked for several years as a…
Added 17 mins ago
Workday HCM Senior Consultant
BDO
Toronto, ON
Full-time
As a Senior Consultant in our Workday practice, you will play a key role in delivering end-to-end Workday implementations as part of broader Human Capital Management (HCM) transformations.…
Added 17 mins ago
Workday Finance Senior Consultant
BDO
Toronto, ON
Full-time
As a Senior Consultant in our Workday practice, you will play a key role in delivering end-to-end Workday implementations as part of broader Finance transformations. You will combine…
Added 31 mins ago
Python/SQL Developer - Consultant
Akkodis
Toronto, ON
Contract
Note: Client is seeking a hands-on Python Developer focused on coding, application development, and database queries, rather than data engineering or data modeling.
Added 31 mins ago
Développeur Full Stack (Java, Angular) / Full Stack Developer (Java, Angular)
Akkodis
Montreal, QC
Contract
Akkodis is seeking an experienced Full Stack Developer (Java, Angular) Consultant to support the development, enhancement, and maintenance of enterprise applications within a dynamic…
Added 32 mins ago
Principal Consultant, Impact Assessment
ERM
Toronto, ON · Ottawa, ON
$109,900 to $147,300 CAD / year
Full-time
ERM is seeking an Ontario‑based Principal Consultant, Impact Assessment to help guide clients' capital projects in Eastern Canada through their regulatory and permitting journey, from early…
Added 45 mins ago
Solar Sales Consultant
Solve Energy
Kelowna, BC
Full-time
We are looking for an experienced Solar Sales Consultant who is passionate about sales, enjoys working directly with customers, and wants to build a high-income career.
Added 46 mins ago
Senior Consultant, Workday HCM
BDO Canada
Toronto, ON
Full-time
As a Senior Consultant in our Workday practice, you will play a key role in delivering end-to-end Workday implementations as part of broader Human Capital Management (HCM) transformations.…
Added 48 mins ago
Distribution Engineer
Primary Engineering and Construction
Burnaby, BC
Reviewing engineering consultant drawings such as civil, buildings electrical, landscape, and architectural to coordinate and eliminate design conflicts.
Added 48 mins ago
Consultant Employee Experience
Chartwell
Mississauga, ON
Full-time
The Employee Experience Consultant (EEC) supports the business strategy and operating objectives of their assigned platform by providing employee and labour relations support, guidance and…
Added 1 hour ago
Training Consultant
Canadian Nuclear Laboratories
Chalk River, ON
Full-time
…engaging training experiences? Can you see yourself leading the development of complex training programs, conducting training needs analyses, creating impactful learning resources including…
Added 1 hour ago
Senior Business Analyst
Manulife
Toronto, ON
Full-time
Act as SME and Consultant to Treasury Operations and BU teams to identify opportunities to address business issues and alignment with Treasury strategies
Added 1 hour ago
Senior Consultant, Infrastructure Cost & Commercial (Estimating)
Turner & Townsend
Toronto, ON
Full-time
…responsibility, build strong client relationships, support the development of junior team members, and contribute to the continued growth and success of the…
Added 1 hour ago
Senior Consultant, Valuation & Modelling
Deloitte
Toronto, ON
Full-time
As a Senior Consultant, you will have the opportunity to work across a full range of services. That said,if you asked one of our current Consultants and Senior Consultants about the type of…
Added 1 hour ago
Consultant - T&T & OpN Quality & Risk Management Operations
Deloitte
Toronto, ON
Full-time
Support the development and improvement of quality and risk programs, tools, and processes for leaders and practitioners
Added 1 hour ago
Casual Pool - Psychoeducational Consultant
Halton District School Board
Burlington, ON
Internship
…support of students learning, social, emotional and behavioural development. Your role as a school-based Psychoeducational Consultant requires you to demonstrate excellent interpersonal,…
Added 1 hour ago
Senior Associate, Risk & Compliance Services (IT)
Invictus Accounting Group LLP
Vancouver, BC
Full-time
Project Responsibility: As a member of the advisory team, contributes to advisory projects, including the development of project plans, execution of projects, and participating in…
Added 1 hour ago
Mental Health Consultant
University of Alberta
Edmonton, AB
Full-time
Reporting to the Director of CCS, the Mental Health Consultant is the first clinical contact for many of the students seeking mental health support within our stepped care model. You will…
Added 2 hours ago
Project Engineer, Water
R.V. Anderson Associates Limited
Fredericton, NB · St. John's, NL · Dartmouth, NS
Full-time
Support business development initiatives in the region and contribute to the preparation of engineering proposals.
Added 2 hours ago
Account Manager, APAC
Merrithew International Inc.
Toronto, ON
Full-time
…throughout the full lifecycle of education delivery: from business development and course planning to execution and ongoing account management. The role requires close collaboration with…
Added 2 hours ago
Outside Sales Account Manager (Bilingual) Montreal
HD Supply
Quebec, QC
Full-time
Responsible for profitably growing sales to achieve yearly sales goals as a sales consultant for current core industries and emerging industries and markets. Responsible for prospecting new…
Added 3 hours ago
Family Organizer - Bilingual
Families in Action for Quality Education
Plummer Additional, ON
Full-time
FIA takes professional development seriously and invests in development. New organizers receive robust onboarding including training in our organizing principles and power building…
Added 3 hours ago
Consultant, Risk Governance
CIBC
Toronto, ON
Full-time
You’ll join our Governance Risk Controls team reporting into the Sr Manager, Risk, Governance and Controls. As a Consultant Governance, Risk & Controls, you’ll work in growing area of the…

CIBC

Financial Planner II (CIRO-ID)

Brampton, ON, Canada

Job type: Full-time
Apply by: Oct 9, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Oct 1, 2026

Apply About employer

Applications open in a new tab.

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

As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Financial Planner in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you'll succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, create opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

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’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
You have a postsecondary degree/diploma and/or 4 years of relevant experience.
You are a certified professional. You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation.
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).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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

Brampton-Dixie & Hwy 7

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

Apply About employer

More about this job

Responsibilities

Manage and grow a dedicated client portfolio by creating comprehensive financial plans and delivering exceptional service. Proactively engage with clients to understand their goals and provide expert investment and credit advice.

Requirements

Requires a postsecondary degree or diploma with at least 4 years of relevant experience. Must hold current accreditation as a Registered Representative (CIRO-ID) and possess a PFP, CFP, or QAFP designation.

Skills

Relationship management
Financial planning
Client service
Investment advice
Business development
Networking
Portfolio management
Sales planning
Credit solutions
Investment solutions
Community outreach
Financial advising
Lending
Results-oriented

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 Planner
CIRO-ID
Imperial Service
Relationship Management
Financial Planning
Investment Advice
Business Development
Portfolio Management
PFP
CFP
QAFP
AMF
CIFC
CSC
RRC
Credit Solutions
Investment Solutions
Networking
Client Engagement
Banking Centre

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