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Added 8 mins ago
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Compliance Associate
PortfolioHiWay
Toronto, ON
- Full-time
…managers. Our goal is to simplify investing by offering an improved client experience at every level. PortfolioHiWay helps clients streamline processes, enhance scalability and reduce…
Added 8 mins ago
SS
Marchés Privés - Comptabilité et administration des fonds, associé/e principal/e/Privates Markets- Fund Accounting & Administration, Senior Associate , Senior Associate
State Street
Montreal, QC
- Full-time
· Expérience en comptabilité de fonds ou en comptabilité publique
Added 8 mins ago
SS
Marché Privés - Comptabilité et administration des fonds, Officer/Private Markets- Fund Accounting & Administration, Officer
State Street
Montreal, QC
- Full-time
· Au moins 5 ans d’expérience en capital-investissement
Added 23 mins ago
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Associate, Investment Services
LetkoBrosseau
Toronto, ON
- Full-time
…Investment Counsellors in maintaining and growing existing client relationships, and to support the team’s business development efforts. Serving a group of private and institutional…
Added 23 mins ago
FN
Manager and Team Lead, Third Party Residential Underwriting - BMBE
First National Financial LP
Toronto, ON · East York, ON
- Full-time
…BMBE, the Manager manages a team of Mortgage Underwriters, Associate Mortgage Underwriters, and Mortgage Funders in meeting the goals of the Third Party Residential Underwriting Division.…
Added 23 mins ago
BB
Associé(e) aux ventes - Mobile (Temps plein) / Mobile Sales Associate (Full Time)
Best Buy Canada
Canada
- Full-time
You’ll love it here! We are hiring immediately for a retail sales associate, which we call an advisor at Best Buy. As a retail sales associate, you will be the face of Best Buy for everyone…
Added 38 mins ago
SS
Core Operation, Senior Associate
State Street
Toronto, ON
- Full-time
Must have a minimum of 2 years of experience at the management level in a hedge fund administration environment · Must have a minimum of 3 years experience in a hedge fund administration environment or other related financial services experience
Added 1 hour ago
Customer Experience Associate - 510 Burrard Street, Vancouver, BC(30Hours/Week)
Scotiabank
Vancouver, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Kitting Associate
Demant Group
Kitchener, ON
Must have 1+ years of experience in data entry in a Windows environment (with word processing and spreadsheet applications)
Added 1 hour ago
SD
Étudiant(e) en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour Embauche feu vert
Shoppers Drug Mart
Saint-Jérôme, QC
- Part-time
…beauté et de commodité dans votre communauté, et pour garder le client au centre de tout ce que vous…
Added 1 hour ago
SD
Technicien en pharmacie assujetti à une règlementation, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Châteauguay, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 1 hour ago
KS
Sales Support Associate II
kate spade new york
Toronto, ON · Mississauga, ON · Ksny Toronto Asc
- Part-time
The Sales Support Associate ensures an organized, efficient, and customer-ready store by managing deliveries, maintaining accurate stock, and supporting daily floor replenishment and…
Added 1 hour ago
MI
Senior Associate, Fund Accounting
MUFG Investor Services
Halifax, NS
- Full-time
Experience something Brilliantly Different with a career at MUFG Investor Services.
Added 1 hour ago
DC
Senior Project Manager – Transportation/Traffic Engineering & Roadway Safety
Dillon Consulting Limited
Fredericton, NB · Saint John, NB · Moncton, NB · Halifax, NS
- Full-time
…technical experts. Designed for an engineer with over 10 years of experience, this role will require you to advance various traffic engineering, parking and roadway safety projects, while…
Added 1 hour ago
BR
Associate Lawyer, Tech & Ventures
BJRC Recruiting
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Coordinate with colleagues across complementary corporate practice areas on cross-border and domestic mandates
Added 1 hour ago
Associate Veterinarian-College Manor veterinary Hospital
VetStrategy / Daubigny
Newmarket, ON
…shared passion for exceptional patient care and meaningful client relationships. Our "high-tech, high-touch" philosophy combines advanced medicine with a personalized, compassionate…
Added 1 hour ago
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Associate-Automation Developer
PwC
Toronto, ON · Ottawa, ON · Vancouver, BC · Calgary, AB
- Full-time
As a cybersecurity generalist at PwC, you will focus on providing comprehensive security solutions and experience across various domains, maintaining the protection of client systems and…
Added 1 hour ago
Manager, Cyclical Transactions
University Pension Plan
Toronto, ON
Reporting to the Associate Director, Cyclical Transactions, the Manager, Cyclical Transactions is responsible for the execution, coordination, and quality assurance of recurring pension…
Added 1 hour ago
T
Customer Experience Associate - Spanish and/or Korean Language Skills an Asset
TD
Vancouver, BC
- Part-time
…get a sense of achievement by providing excellent customer experience? If so then, take the next step to your future today and apply for the position of a Customer Experience Associate. We…
Added 1 hour ago
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Associate Investment Advisor
TD
Waterloo, ON
- Full-time
…Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States…
Added 1 hour ago
T
Transaction Advisory Associate
Treewalk
Canada
- Full-time
Strong working knowledge of ASPE and IFRS, with familiarity in US GAAP an asset for cross-border transactions
Added 2 hours ago
M
Investment Counsellor, Manulife Private Wealth
Manulife
Montreal, QC
- Full-time
The ideal candidate must possess excellent verbal and written communication skills
Added 2 hours ago
P
Salesforce Business Analyst, Senior Associate
PwC
Toronto, ON · Ottawa, ON · Vancouver, BC · Calgary, AB
- Full-time
We’re growing our Salesforce Practice, creating new opportunities for exceptional people to join the team at the Associate level. We are looking for future leaders who want to build deep…
Added 2 hours ago
P
Technical Salesforce Associate
PwC
Toronto, ON · Ottawa, ON · Vancouver, BC · Calgary, AB
- Full-time
The Technical Salesforce Associate will play a key role in designing, building, and deploying scalable Salesforce solutions to support complex service delivery and operational workflows.…
Added 2 hours ago
P
Senior Associate, Financial Services, Digital Banking Operations, Consulting
PwC
Toronto, ON
- Full-time
…financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance,…

CIBC

Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]

Mississauga, ON, Canada
Brampton, ON, Canada
Maple, ON, Canada
Woodbridge, ON, 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: Dec 31, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Nov 8, 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).
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.

At CIBC, we seek individuals who value innovation, collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities.

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-2989 Bovaird Dr; East

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 investment advice. Proactively engage with new and existing clients to build lasting connections and achieve business development goals.

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
Client service
Networking
Sales planning
Credit solutions
Investment solutions
Community outreach
Financial analysis

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
Registered Representative
Investment Dealer
Business Development
Client Portfolio
Financial Planning
Investment Advice
Networking
Banking Centre
Relationship Management
Credit Solutions
Investment Solutions
Community Involvement
Sales Plan
Financial Services

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Work requirements

Jobs in Canada