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Added 7 mins ago
TM
Area Parts & Service Manager - Quebec Zone
Toyota Motor Corporation
Quebec, QC · Toyota Canada Inc - Quebec Zone
- Full-time
Based on needs and priority – analyzes, plans and assists Dealer management staff in Parts and Service
Added 7 mins ago
TM
Bilingual Contract Funding Specialist
Toyota Motor Corporation
Toyota Credit Canada Inc - Head Office
- Full-time
Added 22 mins ago
SH
Diversity, Equity, Inclusion and Accessibility Associate - TFT
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
The Associate for Diversity, Equity and Inclusion (DEI) will work collaboratively with the Program Manager, DEI and Manager, Patient Relations and Patient Experience to support the…
Added 22 mins ago
RJ
Associate Financial Advisor/Financial Advisor
Raymond James
Vancouver, BC
- Full-time
Sophia Financial Group (sophiafinancial.ca) is an independent agency of Raymond James Ltd. We are seeking an Associate/ Financial Advisor to work in our west side Vancouver office. Our…
Added 36 mins ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
The Associate Director, Investment Platform leads strategic investment management and platform initiatives from concept through implementation, ensuring projects deliver measurable business…
Added 37 mins ago
MF
District Sales Associate
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 37 mins ago
MF
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
- Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 52 mins ago
Onsite AV Service Technician
Diversified
Toronto, ON
Superior client relationship management is a requirement for this position (i.e. exhibiting the ability to create an atmosphere of tension relief during high stress encounters).
Added 1 hour ago
B
Associate Property Manager
BGIS
Quebec, QC
- Full-time
Reporting to the Property Manager, the Associate Property Manager will ensure all Property Management policies, procedures and operations are conducted effectively. You will develop,…
Added 1 hour ago
DF
Analyst/Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Analysts/Associates provide relationship management and analytical support in helping to grow existing relationships and develop net new business for Dimensional. They will gain an…
Added 1 hour ago
DF
Senior Associate - Wealth Management (Global Client Group)
Dimensional Fund Advisors
Toronto, ON
- Full-time
Reporting to a Senior Relationship Manager the Senior Associate will provide relationship management and analytical support in helping to grow existing relationships and develop net new…
Added 1 hour ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
Winnipeg, MB
- Full-time
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.
Added 1 hour ago
CM
Senior Performance Media Manager, Investment
Critical Mass
Toronto, ON
- Full-time
…Manager, Investment, you are responsible for leading the planning, management, and execution of client’s media strategy to maximize client business/marketing objectives. You must have in…
Added 1 hour ago
CV
Event Specialist
CPABC Vancouver Chapter
Vancouver, BC
- Full-time
Reports To: Associate Director, Member & Community Events
Added 1 hour ago
Sales Associate-Retail
Roots
Vancouver, BC
We are currently hiring for a Sales Associate. Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to…
Added 1 hour ago
Sales Associate
Roots
Mississauga, ON
Reporting to the Store Manager, the Sales Associate plays a vital role in promoting our core values. The main objective of this position is to provide exceptional service to customers and…
Added 2 hours ago
Retail Sales Associate Part Time
Tailored Brands
Niagara Falls, ON
Build a relationship with your customer from greeting through post-sale contact.
Added 2 hours ago
SI
Wireless Sales Consultant
Staples Inc.
Toronto, ON · Etobicoke, ON
- Full-time
Effectively resolves customer concerns and escalates to management when appropriate
Added 2 hours ago
Assistant Sales Trainee Manager
Sherwin-Williams
Winnipeg, MB
Have work experience using timekeeping and/or customer relationship management ("CRM") systems
Added 2 hours ago
B
Personal Banking Associate
BMO
Granby, QC
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 2 hours ago
GD
GARAGE - Seasonal Sales Associate - Bramalea City Centre
Groupe Dynamite
Brampton, ON
- Temporary
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Markham, ON
- Part-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 3 hours ago
LC
Assistant Front Store Manager, Hourly Part Time Day
Loblaw Companies Limited
Markham, ON
- Part-time
Works with Management Team to ensure Store Standards are in effect 100% of the time, including the backroom
Added 3 hours ago
SD
Bilingual Supervisor, Patient Care (Oncology)
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
Support the day-to-day needs of the PCS through collaboration with management teams, Field Case Managers/Case Managers, and other departments as necessary
Added 4 hours ago
Senior Customer Experience Associate - Radisson Branch, AB (15 hours/week)
Scotiabank
Calgary, AB
…services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

CIBC

Financial Planner II (CIRO-ID)

Brampton, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

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

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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