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Added 10 mins ago
KF
Branch Ambassador - Lindsay & Little Britain
Kawartha Financial Services
Kawartha Lakes, ON · Lindsay, ON
- Part-time
Direct members to an Advisor who can offer needs-based advice that will enhance their financial well-being
Added 22 mins ago
C
Director, Chapter Lead, Mass Affluent
CIBC
Toronto, ON
- Full-time
Business and technical translation - Connect technical possibilities to business strategy, client needs, advisor realities, and risk considerations to guide sound, practical decisions.
Added 22 mins ago
TA
Regional Vice President, Eastern Canada
Thorek/Scott and Partners
ON · Ontario, Canada
- Full-time
…President, Eastern Canada, to support and elevate the firm’s advisor community in the region. This newly created leadership role reports directly to the…
Added 22 mins ago
TA
Regional Vice President, Western Canada
Thorek/Scott and Partners
AB · Alberta, Canada
- Full-time
…President, Western Canada, to support and elevate the firm’s advisor community in the region. This newly created leadership role reports directly to the…
Added 22 mins ago
PC
Project Manager - Building Science
Pinchin Canada
Victoria, BC
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 22 mins ago
CO
Director, Information Technology
City of St. Albert
St. Albert, AB
- $164,477.56 to $198,426.54 CAD / year
- Full-time
…obligations, and governance standards. As the City’s senior advisor on technology, cybersecurity, information management and digital transformation, the Director works with City leadership…
Added 22 mins ago
P
Sr Advisor, Workforce Development
PTAG
Markham, ON
- Contract
Senior Advisor – Workforce Development Practice | Markham, ON | Hybrid – ID#7257
Added 22 mins ago
DG
Senior Accountant, Privately Held Business Group
Doane Grant Thornton LLP
Oakville, ON
- Full-time
Be a business advisor: leverage your financial expertise to help our clients thrive.
Added 22 mins ago
B
Human Resources Advisor
BPP
Vancouver, BC
- $70,000 to $75,000 CAD / year
- Full-time
An opportunity has arisen for an experienced and people-focused individual to join the team as an HR advisor. You will be responsible for providing critical support to a number of campuses…
Added 25 mins ago
Manager, Pricing & Portfolio Management - Retail Deposits
Scotiabank
Toronto, ON
Manage the Deposits Exception Pricing Desk and the SmartBot tool, supporting across Canadian Retail Banking, Private Banking, and Advisor Deposit Services channels
Added 40 mins ago
M
Senior Manager, Tax
MNP
ON · Mississauga, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 40 mins ago
M
Tax Technician, National Tax Services
MNP
Red Deer, AB
- Full-time
…internally drive the success of our Tax practice. As a trusted advisor, you’ll work internally to support the delivery of tax compliance services and the communication of tax…
Added 40 mins ago
M
Senior Manager, Tax
MNP
Stratford, PE · Summerside, PE
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 40 mins ago
M
Senior Manager, Tax / Directeur(trice) principal(e), Fiscalité
MNP
Dieppe, NB · Bathurst, NB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 51 mins ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 USD / year
- Full-time
Build positive relationships with clients, while becoming a trusted AI Solutions advisor.
Added 51 mins ago
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Advisor, Auto Insurance
Waypoint
Sidney, BC
- $43,000 to $50,000 CAD / year
- Full-time
As an Advisor, Auto Insurance, you will play a key role in our team of dedicated insurance professionals, delivering personalized services and experiences to clients at our branches. This…
Added 51 mins ago
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Advisor, Auto Insurance
Waypoint
Victoria, BC
- $43,000 to $50,000 CAD / year
- Full-time
As an Advisor, Auto Insurance, you will play a key role in our team of dedicated insurance professionals, delivering personalized services and experiences to clients at our branches. This…
Added 51 mins ago
FW
Member Advisor (Sardis Branch)
First West Credit Union
Chilliwack, BC
- Full-time
We are currently seeking a Member Advisor to join our team.
Added 51 mins ago
AI
Strategic Sourcing Manager
American Iron & Metal (AIM)
Montreal, QC
- Full-time
The Strategic Sourcing Manager will act as a trusted advisor to internal stakeholders and play a key role in driving cost savings, ensuring supply continuity, and creating long-term value…
Added 55 mins ago
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Utility Billing Financial Advisor
Strathcona County
Sherwood Park, AB
- Full-time
Turn data into insights that make an impact! As the Utility Billing Financial Advisor, you’ll play a key role in ensuring the accuracy and financial integrity of Strathcona County’s utility…
Added 55 mins ago
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Department Purchasing and Contracts Advisor, Utilities
Strathcona County
Sherwood Park, AB
- Full-time
…makes a difference! As the Department Purchasing and Contracts Advisor for Utilities, you’ll play a key role in ensuring purchasing and contracting practices are effective, compliant and…
Added 55 mins ago
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RQ11705 - Solutions Designer - Senior
Maarut
Toronto, ON
- Contract
Added 55 mins ago
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Shoppers Drug Mart
Mississauga, ON
- Part-time
Added 55 mins ago
Senior Manager, Store Experience & Services
Sephora
Toronto, ON
Monitor Selling Productivity Program performance and Beauty Advisor individual SPLH, and partner with business leaders on training and coaching strategies that improve results.
Added 55 mins ago
Manager, ISI Office & Programs
University of Toronto
Toronto, ON
…operational guidance and agreements. The Manager serves as a key advisor to the Executive Director, translates strategic priorities into practical operational plans, and identifies…

CIBC

Financial Planning Advisor

London, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English
Posted: Oct 5, 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 financial plans for high- and ultra-high-net-worth clients, addressing investment, tax, estate, retirement, and other personal or business needs. Coordinate with internal specialists and clients’ external advisors to create tailored domestic and global wealth management recommendations.

Requirements

Requires at least five years of ultra-high-net-worth planning experience, a tax background, and demonstrated success developing comprehensive plans for high- 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
Tax Planning
Investment Planning
Estate Planning
Retirement Planning
High-Net-Worth Client Service
Wealth Management
Financial Advising
Proposal Writing
Business Development
Collaboration
Customer Experience
Business Valuation
Trust Planning
Charitable Giving

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
Tax Planning
Investment Management
Estate Planning
Retirement Planning
Financial Plans
CPA
CA
CFP
LLB
TEP
FEA
Trust Planning
Tax Minimization
Business Valuation
Business Sale
Charitable Giving
Education Planning
Domestic Solutions
Global Solutions
Client Service
Proposal Writing

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