Jobs in Canada

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Added 8 mins ago
TS
Discovery Representative
TD SYNNEX North America
Mississauga, ON
- $45,000 CAD / year
- Full-time
The Discovery Program Representative is a full-time rotational opportunity that provides exposure to multiple business functions, including Sales, Business Development, Marketing and Vendor…
Added 8 mins ago
IS
Associate Wealth Advisor
Island Savings
Victoria, BC
- $70,000 CAD / year
- Full-time
Sales and Service Strategy: Provides and/or prepares complex financial planning advice on a wide range of investment products and services to high value current and potential members,…
Added 38 mins ago
R
Customer Service Associate - Paint
RONA
AB · Edmonton, AB
- Full-time
Become a member of our customer service team! Use your skills to guide customers, manage their special orders and ensure an great shopping experience. Your focus on service and ability to…
Added 38 mins ago
CO
Bylaw Enforcement Coordinator
City of Winnipeg
Winnipeg, MB
- Full-time
…an assigned area, implementation of business practices and customer service systems operating within the Community Services Department. The results-oriented Coordinator is accountable for…
Added 38 mins ago
CO
Enforcement Services Officer
City of Winnipeg
Winnipeg, MB
- Full-time
The City is committed to attracting and retaining a diverse, skilled workforce that is representative and reflective of the community we serve. Applications are encouraged from equity…
Added 1 hour ago
TH
Merchandising Associate: Part Time (TEMP)- COQUITLAM
The Home Depot Canada
Coquitlam, BC
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 1 hour ago
BW
Community Resource Connector, Families in Recovery (FIR) - BC Women’s Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Full-time
Added 1 hour ago
WC
Outside Sales Representative - Abbotsford, BC
Wurth Canada
Abbotsford, BC
- $60,000 to $95,000 CAD / year
- Contract
A day in the life of an outside sales representative:
Added 2 hours ago
Associate Wealth Advisor
First West
Victoria, BC
Sales and Service Strategy: Provides and/or prepares complex financial planning advice on a wide range of investment products and services to high value current and potential members,…
Added 2 hours ago
SE
Customer Service Representative
SmartSource Electronics
Mississauga, ON
- Full-time
Role Description This full-time on-site Customer Service Representative role is based in Mississauga, ON. The individual in this role will respond to customer inquiries via phone, email,…
Added 3 hours ago
EP
Territory Sales Representative
East Penn Canada: Backup Power Division
Mississauga, ON
- Full-time
The Territory Sales Representative will be responsible for providing white glove account management services for a robust portfolio of East Penn Canada’s key and national accounts, as well…
Added 3 hours ago
IB
Seasonal Customer Experience Representative
Indigo Books & Music
Edmonton, AB
- Up to $15 CAD / hour
- Part-time
…and that stories – big and little – connect us. Indigo is our customer’s happy place – for joyful moments of discovery and to connect with people who share their passion for reading, their…
Added 3 hours ago
TS
Discovery Representative
TD SYNNEX Corporation
Mississauga, ON
- Full-time
The Discovery Program Representative is a full-time rotational opportunity that provides exposure to multiple business functions, including Sales, Business Development, Marketing and Vendor…
Added 3 hours ago
Customer Service Representative
U-Haul
Victoria, BC
…in search of friendly, motivated people for the position of Customer Service Representative (Seasonal). As a Customer Service Representative, you will work as part of a supportive team to…
Added 3 hours ago
A
Client Service Representative - Cardston (12 Months Term)
ATB
Cardston, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 3 hours ago
A
Client Service Representative - Sherwood Park Wye Garden
ATB
Sherwood Park, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 4 hours ago
I
Seasonal Customer Experience Representative
Indigo
AB · Edmonton, AB
- $15 CAD / hour
- Part-time
…and that stories – big and little – connect us. Indigo is our customer’s happy place – for joyful moments of discovery and to connect with people who share their passion for reading, their…
Added 4 hours ago
CO
Financial Analyst - Regular Full-Time
City of Oshawa
Oshawa, ON
- Full-time
Customer Service Representative - Regular Part-Time - City of Oshawa
Added 4 hours ago
IT
Equipment Technical Support Representative
Inland Truck & Equipment
Prince George, BC
- Full-time
Inland is seeking an experienced Equipment Technical Support Representative to grow our Corporate Equipment Service Support team by providing advanced technical support for forestry and…
Added 4 hours ago
IT
Equipment Technical Support Representative
Inland Truck & Equipment
Fort St. John, BC
- Full-time
Inland is seeking an experienced Equipment Technical Support Representative to grow our Corporate Equipment Service Support team by providing advanced technical support for forestry and…
Added 4 hours ago
IT
Equipment Technical Support Representative
Inland Truck & Equipment
Vernon, BC
- Full-time
Inland is seeking an experienced Equipment Technical Support Representative to grow our Corporate Equipment Service Support team by providing advanced technical support for forestry and…
Added 4 hours ago
IT
Equipment Technical Support Representative
Inland Truck & Equipment
Langley (District), BC · City of Langley, BC
- Full-time
Inland is seeking an experienced Equipment Technical Support Representative to grow our Corporate Equipment Service Support team by providing advanced technical support for forestry and…
Added 4 hours ago
IT
Equipment Technical Support Representative
Inland Truck & Equipment
Kamloops, BC
- Full-time
Inland is seeking an experienced Equipment Technical Support Representative to grow our Corporate Equipment Service Support team by providing advanced technical support for forestry and…
Added 4 hours ago
PH
Billing Manager
Peace Hills Insurance
AB · Edmonton, AB
- Full-time
…primary focus of ensuring the team is providing exceptional customer service and accurate posting of receivable and payable transactions. More…
Added 4 hours ago
GC
Inside Sales Representative Calgary South
GMS Canada
Calgary, AB
- Full-time
Customer service experience in fast paced setting required.

CIBC

Financial Planner II (CIRO-ID)

Brampton, ON, Canada

Full-time

Apply on cibc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Oct 22, 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 on cibc.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

Manage and grow a dedicated client portfolio by creating comprehensive financial plans and providing exceptional service. Proactively engage with clients to understand their goals and deliver tailored investment and credit solutions.

Requirements

Requires a postsecondary degree or diploma and 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

Financial planning
Relationship management
Business development
Investment advice
Portfolio management
Networking
Client engagement
Sales planning
Credit solutions
Investment solutions
Financial analysis
Communication
Customer service

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
PFP
CFP
QAFP
AMF
CIFC
CSC
RRC
Investment
Credit
Portfolio Management
Relationship Management
Business Development
Financial Planning
Banking
Client Service
Networking
Sales Plan
Wealth Management
Financial Advice

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Work requirements

Jobs in Canada