Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 5 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Saint-Jérôme, QC · St-Jérôme, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Boucherville, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Brossard, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Valleyfield, PE
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Mont-Tremblant, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 mins ago
PI
Project Control Manager
Pantheon Inc
Calgary, AB
- Full-time
The Project Advisor is an expert in Project Controls, Planning and Scheduling and Project Services and provides their expertise to projects as needed, supports the Project Controls…
Added 5 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Terrebonne, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Pointe-Claire, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Mont-Royal, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 mins ago
RD
Administrative Assistant
RBC Dominion Securities
Red Deer, AB
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 5 mins ago
RD
Associate
RBC Dominion Securities
Newmarket, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 5 mins ago
MS
President & CEO
MacDonald Search Group
ON · Ontario, Canada
- Full-time
Our client is a respected Canadian wine business with a longstanding heritage, established market presence and a commitment to quality, innovation and sustainable growth.
Added 5 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Rosemère, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 5 mins ago
R
Director, Corporate Client Group- EN
RBC
Montreal, QC
- Full-time
Develop a mutual understanding of client needs for creation, protection and realization of shareholder value, while being viewed as a trusted financial advisor
Added 5 mins ago
VC
Conseiller principal en ventes/Senior Sales Advisor
VinFast Canada
Montreal, QC
- Full-time
The role of the store sales team is to provide a client experience consistent with the VinFast brand and vision, engage with clients to generate brand and product excitement, and to guide…
Added 7 mins ago
Senior Sales Advisor-St. Laurent
VinFast Recruitment
Montreal, QC · Saint-Laurent, QC
The role of the store sales team is to provide a client experience consistent with the VinFast brand and vision, engage with clients to generate brand and product excitement, and to guide…
Added 21 mins ago
M
Technical Account Manager - Water treatment
Magnus
ON · Ontario, Canada
- Full-time
Free access to a financial advisor to support your personal projects
Added 21 mins ago
DF
Sales Consultant - Luxury Fine Art
DeMontfort Fine Art
Windsor, ON
- Full-time
…Sales, Luxury Sales, Consultative Sales, Business Development, Client Relationship Management, Relationship Manager, Client Advisor, Art Consultant, Fine Art, Gallery Sales, Luxury Retail,…
Added 36 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Saint-Eustache, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 36 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Longueuil, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 36 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 36 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Candiac, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 36 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Westmount, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 36 mins ago
R
Director, New Accounts and Documentation
RBC
Toronto, ON
- Full-time
Strategic Advisory and Escalation – Serve as senior-level advisor for decision-making across all groups within scope. Act as point of escalation for matters unresolved by managers and as…
Added 36 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Châteauguay, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…

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

Report this job