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Added 7 mins ago
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Senior Manager, Store Experience & Services
sephora.com
Toronto, ON
- Full-time
Lead the Canadian store experience and selling strategy, using sales, conversion, productivity, client, and operational insights to identify opportunities and improve store performance.
Added 22 mins ago
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SENIOR BUSINESS ADVISOR, AI
BDC
Montreal, QC
- Full-time
…model development, ensuring AI initiatives are aligned with client strategy, data maturity, and operational…
Added 22 mins ago
FC
Director, Product Strategy and Commercialization
Fidelity Canada
Mississauga, ON
- Full-time
The Director, Product Strategy and Commercialization will lead the commercial strategy for Fidelity’s digital investing platform, ensuring the Investly product roadmap, go-to-market…
Added 52 mins ago
Senior Manager, Document Management Platforms (COR.TRANSFORM)
Symcor
Mississauga, ON
…platforms, ensuring solutions meet business, operational, and client requirements. The role oversees client implementations, drives platform improvements and new features, and recommends…
Added 1 hour ago
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Senior Manager, Software Development
RBC
Toronto, ON
- Full-time
…that supports portfolio accounting, investment operations, and client servicing across the enterprise. As part of our strategic modernization journey, we are transforming the platform using…
Added 1 hour ago
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Senior Manager, HR Digital Solutions Design
RBC
Toronto, ON
- Full-time
Lead and support complex, cross-module, or cross-system initiatives (e.g., new module rollouts, M&A integrations, AI/agent data access patterns).
Added 1 hour ago
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Manager, Information Security
TD
Toronto, ON · Mississauga, ON · Markham, ON
- Full-time
…execution and continued evolution of the enterprise EUC Governance strategy and program. The role will have primary responsibility for driving the deployment, adoption and ongoing evolution…
Added 1 hour ago
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Senior Audit Group Manager, Financial Crimes Fraud and Insider Risk (1158)
TD
Toronto, ON
- Full-time
Develop, communicate and implement a holistic strategy for audit area of expertise in support of and integrated with the overall audit strategy
Added 1 hour ago
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Senior Treasury FTP Manager
TD
Toronto, ON
- Full-time
Lead advanced FTP forecasting, margin attribution and assessment of interest rate and funding impacts in line with Treasury frameworks and governance.
Added 1 hour ago
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Financial Planner
BMO
Markham, ON
- Full-time
…solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings…
Added 1 hour ago
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Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
…focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth…
Added 1 hour ago
B
Developer Lead (AI-Enabled Systems)
BMO
Toronto, ON · FCP
- Full-time
Build and enhance core banking and client onboarding platforms
Added 1 hour ago
Environmental Project Manager - Kamloops & Vernon BC
Triton Environmental Consultants Ltd
Vernon, BC · Kamloops, BC
…Environmental Project Manager at Triton, you will support and lead the successful delivery of meaningful, high-impact projects while developing strong client relationships, contributing to…
Added 1 hour ago
Environmental Project Manager - Vancouver, BC
Triton Environmental Consultants Ltd
Vancouver, BC · BC
…Environmental Project Manager at Triton, you will support and lead the successful delivery of meaningful, high-impact projects while developing strong client relationships, contributing to…
Added 2 hours ago
Senior Consultant - Non-Financial Risk and Controls (French bilingual)
EY
Montreal, QC
Plan, lead, and perform internal audit, Sarbanes-Oxley (SOX), and internal controls projects in accordance with the client's risk management strategy
Added 2 hours ago
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Proposals Specialist (2 positions)
McElhanney
Calgary, AB
- Full-time
…turning technical content into compelling, eye-catching, and client-focused proposals to join our team. In this role, you’ll apply your strong writing, critical thinking, and communication…
Added 3 hours ago
FH
Credit and Collection Team Leader
Fuze HR Solutions
Mississauga, ON
- Full-time
We are seeking an experienced Credit & Collections Team Leader for our growing client in the construction industry to oversee daily collections activities, manage a portfolio of customer…
Added 3 hours ago
SM
RQ11491 - Product Manager - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11491
Added 3 hours ago
SM
Associate Director - Halifax
S M Software Solutions Inc
Halifax, NS
- Full-time
…Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers an exciting opportunity to drive strategic objectives by shaping and…
Added 3 hours ago
SM
Associate Director
S M Software Solutions Inc
Toronto, ON
- Full-time
…Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers an exciting opportunity to drive strategic objectives by shaping and…
Added 3 hours ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11622
Added 3 hours ago
SM
RQ11697 – Change Management Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Full-time
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11697
Added 3 hours ago
AL
Proposal Specialist
Allteck Limited Partnership
Surrey, BC
- Full-time
Conduct and lead peer reviews of complex bid packages prior to submission, ensuring alignment with corporate branding strategy, company standards, and marketing objectives.
Added 3 hours ago
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Marketing Manager, Global Retirement
Manulife
Waterloo, ON · Montreal, QC
- Full-time
As a Marketing Manager, you'll develop and deliver pivotal digital initiatives across brand and marketing strategy, marketing operational efficiency, thought leadership, content management,…
Added 3 hours ago
S
Forward Deployed Solution Engineer – Applied AI FDE
ServiceNow
Montreal, QC
- Full-time
Des bâtisseurs avant tout. Nous ne privilégions pas le pedigree - nous recherchons des ingénieurs obsédés par le client, avec une véritable profondeur en ML et l'étendue technique…

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

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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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