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Added 28 mins ago
EC
Account Manager, Defence
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- Full-time
…company representatives. We do not request payment, banking details, or personal financial information during recruitment stages. Employment offers are extended only following a structured…
Added 28 mins ago
NF
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Added 5 hours ago
BT
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Added 5 hours ago
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Added 5 hours ago
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CIBC

Financial Planning Advisor

London, ON, Canada
Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 15, 2026
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

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

Apply About employer

More about this job

Responsibilities

Develop and present comprehensive, integrated wealth management strategies for high net worth clients, including investment, estate, tax, and retirement planning. Collaborate with internal experts and external advisors to deliver innovative solutions tailored to the complex personal and business needs of clients.

Requirements

Candidates must be certified professionals such as a CPA, CA, or CFP with at least 5 years of experience in UHN planning. Proven expertise in developing comprehensive financial plans for high net worth and ultra-high net worth clients is required.

Skills

Financial planning
Wealth management
Investment management
Estate planning
Tax planning
Retirement planning
Business development
Client service
Customer experience
Proposal writing
Results-oriented
High net worth advisory
Financial analysis
Relationship management

Benefits

Competitive compensation
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 Planning
Wealth Management
CPA
CA
CFP
LLB
TEP
FEA
High Net Worth
UHNW
Estate Planning
Tax Planning
Retirement Planning
Investment Management
Business Valuation
Trust Planning
Charitable Giving
Banking
Financial Advisor
Client Relationship

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