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Added 8 mins ago
Associate Financial Advisor (Mandarin/ Cantonese)
CIBC
Markham, ON · Unionville
Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 8 mins ago
Research Associate - 613 EN
Export Development Canada | Exportation et développement Canada
Remote, Canada
Full-time · Remote
…Manager, across a wide variety of topics, including exports, investments, value-add, economic impact, and regional diversification. This will…
Added 8 mins ago
Research Associate - 613 EN
Export Development Canada | Exportation et développement Canada
Remote, Canada
Full-time · Remote
…Manager, across a wide variety of topics, including exports, investments, value-add, economic impact, and regional diversification. This will…
Added 8 mins ago
Senior Manager, Data Services & Platforms
Purolator
ON · Mississauga, ON
Contribute technical input to business cases, RFPs, and SOW evaluations for data platform investments
Added 37 mins ago
Research Associate - 613 EN
Export Development Canada | Exportation et développement Canada
Ottawa, ON
$65,172 to $99,063 CAD / year
Full-time
…Manager, across a wide variety of topics, including exports, investments, value-add, economic impact, and regional diversification. This will…
Added 37 mins ago
Associate/Sr. Associate, Investments - Capital Partnerships
Brookfield
Toronto, ON
Full-time
…Our portfolio of sustainable solutions assets includes our investments in Westinghouse (a leading global nuclear services business) and a utility and independent power producer with…
Added 37 mins ago
Senior Financial Analyst
Aplin
Orangeville, ON
Full-time
Our client, a rapidly growing, family-owned manufacturing organization, is looking for an FP&A Associate to join their finance team in Orangeville, ON.
Added 38 mins ago
Director, Admissions
Redeemer University
Hamilton, ON · Ancaster, Ontario
Full-time
A privately funded and publicly chartered institution, Redeemer offers excellent Christ-centred teaching, strong investments in research, rich student-faculty interaction, and unique…
Added 53 mins ago
Customer Experience Associate - Summerside
TD
Summerside, PE
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advice best suited banking…
Added 53 mins ago
Customer Experience Associate - Sydney
TD
Sydney Indian Reserve No. 28A, NS
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advice best suited banking…
Added 53 mins ago
Wealth Operations Analyst I - TD Asset Management
TD
Toronto, ON · Regina, SK
Full-time
…management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and…
Added 53 mins ago
Analyst Or Associate - Equity Options Trading
TD
Toronto, ON
Full-time
The Analyst/Associate will support the growth of the Equity Options platform through involvement in trading strategy development, portfolio risk management, client facilitation, content…
Added 53 mins ago
Associate Vice President (AVP) - CAD P&C Accounting and Reconciliation Operations
TD
Dieppe, NB
Full-time
Added 53 mins ago
Customer Experience Associate (Cantonese and/or Mandarin Language Skills an Asset)
TD
Toronto, ON
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 2 hours ago
Portfolio Manager, Equity Income Team
Scotiabank
Toronto, ON
…investment management team. The PM will collaborate with other PMs, associate PMs and portfolio analysts in the…
Added 4 hours ago
Customer Experience Associate
TD
Woodstock, ON
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 hours ago
Personal Banking Associate Trainee Future Opportunities (Richmond Hill, Newmarket, Aurora, North York and Vaughan)
TD
Aurora, ON · Richmond Hill, ON · Newmarket, ON
Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member to resolve their financial…
Added 4 hours ago
Customer Experience Associate - Hull, Plateau (Part-time, 18.75h/week)
TD
Gatineau, QC
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 4 hours ago
Associate/Sr. Associate, Investments - Capital Partnerships
Brookfield Asset Management
Toronto, ON · Brookfield Place
Full-time
…Our portfolio of sustainable solutions assets includes our investments in Westinghouse (a leading global nuclear services business) and a utility and independent power producer with…
Added 4 hours ago
Finance Associate, FIN
International Civil Aviation Organization
Montreal, QC
Full-time
…monitoring the status of assessments from Member States, (iv) investments, banking, cash management and payments, including suppliers, consultants, travel advances and claims etc.; and (v)…
Added 4 hours ago
Associate, Structured Credit Asset Management
CPP Investments | Investissements RPC
Toronto, ON
Full-time
Joining CPP Investments means joining one of the world’s most admired and respected institutional investors to drive a single mandate: to deliver strong, sustainable returns for generations…
Added 5 hours ago
PIA Client Relationship Associate
TD
Toronto, ON
Full-time
…so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management to Investment Advisors (IAs) to enable them…
Added 5 hours ago
Senior Associate, Structured Investments
Nassau Financial Group
NB · Chiasson Office, NB
Full-time
Support the Structured Investments Group for sourcing and underwriting new investments including both public and private structured securities, CFOs, rated feeders and other bespoke…
Added 5 hours ago
Finance Associate, FIN
UNDP
Montreal, QC
Full-time
…monitoring the status of assessments from Member States, (iv) investments, banking, cash management and payments, including suppliers, consultants, travel advances and claims etc.; and (v)…
Added 6 hours ago
Associate Planner - Barrie
TD
Barrie, ON
Full-time
Investments are your passion – staying up to date on markets, news, and trends is part of your daily routine.

CIBC

Financial Planner II (CIRO-ID)

St. Catharines, ON, Canada

Job type: Full-time
Apply by: Oct 2, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Sep 23, 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

St.Catharines-Fairview Mall

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 providing exceptional service. Proactively engage with new and existing clients to build lasting connections and deliver tailored investment and credit advice.

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

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

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 Licensing
CIFC
CSC
RRC
Credit Solutions
Investment Solutions
Client Engagement
Networking
Banking

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