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Added 25 mins ago
Associate Dean, Indigenous Education & Student Success (Identified) - UNSW Science
UNSW
Montreal, QC
Full-time
Employment Type/Duration: Full time, flexible - the leadership appointment will be fractional between (2.5 days to 4 days). A continuing academic role will sit alongside the leadership role…
Added 25 mins ago
Director, Investment Solutions - Tangerine
Tangerine
Toronto, ON
Full-time
…ensuring Tangerine’s wealth products, services, platforms, advisor tools, client-facing materials, and sales-support resources are strategically aligned, differentiated, and effective in…
Added 25 mins ago
Fire Inspector
Halifax Regional Municipality
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Full-time
Halifax Regional Municipality is inviting applications for the permanent, full-time position of Fire Inspector in Halifax Regional Fire & Emergency.
Added 25 mins ago
Direct Tax Manager
Autodesk
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Full-time
Manage external advisors, establish clear deliverables and timelines, provide complete information, review work for technical accuracy and ensure filings are completed on time.
Added 25 mins ago
Advisor Support Associate- Insurance and Investment Client Services
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Added 25 mins ago
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Full-time
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Added 26 mins ago
Senior Analyst, Business Controls
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Toronto, ON
Full-time
…to support the compliance monitoring activities. You will be part of a wider team and perform continuous reviews within times lines and standards governed by Business Controls…
Added 26 mins ago
Administrative Assistant-Bilingual
CIBC
Montreal, QC
Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 26 mins ago
Director, Investment Solutions - Tangerine
Scotiabank
ON · Toronto, ON
…ensuring Tangerine’s wealth products, services, platforms, advisor tools, client-facing materials, and sales-support resources are strategically aligned, differentiated, and effective in…
Added 26 mins ago
Advisor Growth and Succession Specialist - Investment Planning Counsel (IPC)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · ON · Mississauga Ontario, ON
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 26 mins ago
Executive Assistant | Great West
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Toronto, ON
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Added 56 mins ago
Finance Director
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Act as a strategic advisor to the executive team on financial planning, growth, and expansion initiatives
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Service Advisor
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$22 to $28 CAD / hour
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Added 57 mins ago
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BC Cancer is part of the Provincial Health Services Authority (PHSA).
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General Duty Staff Nurse, Cancer Care
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General Duty Staff Nurse, Cancer Care
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BC Cancer is part of the Provincial Health Services Authority (PHSA).
Added 1 hour ago
General Duty Staff Nurse, Cancer Care
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Victoria, BC
Full-time
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Added 1 hour ago
General Duty Staff Nurse, Cancer Care
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Full-time
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Added 1 hour ago
Insurance Advisor Onboarding & Transitions Specialist
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Full-time
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Added 1 hour ago
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Added 1 hour ago
Senior Manager, Financial Reporting
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Full-time
Part of University Health Network (UHN), Canada’s #1 hospital, UHN Foundation raises funds for research, education and excellence in patient care at Toronto General and Toronto Western…
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Toronto, ON
Full-time
…directly inside enterprise customer environments. You'll work as part of a delivery team, partnering closely with a Deployment Strategist ( Strategic Builder - a customer-facing advisor who…

CIBC

Financial Planning Advisor

London, ON, Canada

Job type: Full-time
Apply by: Oct 14, 2026
Posting language: English
Posted: Sep 14, 2026

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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

High net worth clients often require additional expertise due to their level of wealth and the complexities involved. You will be working as part of a leading Wealth Management practice to understand the unique and complex needs of their high net worth clients, and offer recommendations to optimize and grow the clients’ wealth. Financial Planners develop a holistic and integrated wealth management strategy – one that combines investment management, estate planning, tax planning, and retirement planning strategies amongst others so they all work together to achieve your clients’ goals.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work arrangements will be discussed at the time of your interview.

This role may require frequent travel.

How You’ll Succeed

Client First - Prepare and present comprehensive financial plans that meet existing and prospective client’s needs and objectives for HNW clients by leveraging internal CIBC expertise. Work with the client’s other external advisors as appropriate (i.e. lawyers and accountants) in gathering and validating information to support development of plans and recommendations.
Collaboration - Work proactively with your team and internal and external partners and other trusted advisors to lead the development of an integrated financial plan for new and existing HNW clients. Assemble a multi-disciplined team to develop innovative domestic and global solutions for the client’s personal and business needs (banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business, charitable giving etc.)

Who You Are

You’re an expert financial planner. You can demonstrate superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients.
You have a tax background and at least 5 years of UHN planning.
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 have extensive experience working with High Net Worth clients.
You're a certified professional. You are a CPA, CA, CFP. Additional designations such as LLB, TEP, and FEA are considered an asset.
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 competitive compensation, 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

London-255 Queens, 2200

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Proposal Writing, Results-Oriented

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More about this job

Responsibilities

Develop and present comprehensive, integrated financial plans for high- and ultra-high-net-worth clients, combining investment, tax, estate, and retirement strategies. Coordinate with internal specialists and clients’ external advisors to create tailored domestic and global solutions for clients’ personal and business needs.

Requirements

Requires at least five years of ultra-high-net-worth planning experience, a tax background, and demonstrated success developing comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. Candidates must hold CPA, CA, or CFP credentials; LLB, TEP, or FEA designations are considered assets.

Skills

Financial Planning
High-Net-Worth Client Advisory
Wealth Management
Investment Planning
Tax Planning
Estate Planning
Retirement Planning
Client Service
Financial Advising
Proposal Writing
Business Development
Relationship Management
Financial Plan Development
Cross-Functional Collaboration
Business Valuation
Trust Planning

Benefits

Competitive Compensation
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
High-Net-Worth Clients
Ultra-High-Net-Worth Clients
Investment Management
Estate Planning
Tax Planning
Retirement Planning
Financial Plans
Integrated Wealth Management
Client Advisory
CPA
CA
CFP
LLB
TEP
FEA
Trust Planning
Tax Minimization
Business Valuation
Business Sale
Charitable Giving
Domestic And Global Solutions
Banking
Investing
Education Planning
External Advisors
Proposal Writing

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