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Added 9 mins ago
L
GTM Operations Lead
lululemon
Vancouver, BC
- Full-time
Support leadership team through development and curation of content and agenda items of for ops forums
Added 9 mins ago
TP
Junior Coordinator, Mass Marketing
The Princess Margaret Cancer Foundation
Toronto, ON
- Internship
Coordinate day-to-day creative development, including gathering requirements, consolidating feedback, sharing marketing materials with the appropriate team members, and helping track their…
Added 9 mins ago
H
Associate Brand Manager Intern
High5
Toronto, ON
- Contract
We are looking for forward-thinking & motivated students to join the Consumer Marketing team in the summer as an Associate Brand Manager Intern (January to August) in Toronto (North York),…
Added 9 mins ago
MC
Store Lead
Moores Clothing
Lethbridge, AB
- Full-time
As a Store Lead, you will partner with your Store Manager to support store team members to achieve sales performance expectations through active coaching, development of a team selling…
Added 9 mins ago
CC
IT Support Technician
Coca-Cola Canada Bottling Limited
Montreal, QC
- Full-time
We are recruiting for an IT Support Technician to join our Information Technology team. The IT Support Technician serves as an on-site technical resource dedicated to the Lachine Coca-Cola…
Added 9 mins ago
J
Senior Structural Engineer – Buildings
JLR
Ottawa, ON
- Full-time
Acting as a Discipline Lead on multidisciplinary projects, taking leadership of the structural design team, driving the overall design, coordinating across all intersecting disciplines,…
Added 9 mins ago
HR
QA/QC Engineer
Hitachi Rail
Mississauga, ON
- Full-time
Interfacing with the program level team, as well as subcontractors and suppliers, to ensure the proper execution of the project in accordance with applicable planning documents and…
Added 9 mins ago
HR
Signaling System Engineer
Hitachi Rail
Mississauga, ON
- Full-time
Ensure that the Development of the Products complies with the Requirements and Interfaces of a project.
Added 9 mins ago
TC
Store Coordinator Winners Merivale
TJX Canada – Winners, Marshalls, HomeSense
Ottawa, ON · Nepean, ON
- Full-time
We’re looking for a Retail Store Coordinator to join our team in a welcoming environment. In this role, you’ll lead and inspire to deliver outstanding customer experiences. If you thrive in…
Added 9 mins ago
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Executive Personal Assistant
Confidential
Victoria, BC
- $70,000 to $85,000 CAD / year
- Full-time
Prepare in-flight briefing materials and coordinate with the corporate flight operations team.
Added 9 mins ago
A
Multimedia Design Manager
AECOM
Markham, ON
- $96,000 to $130,000 CAD / year
- Full-time
The Multimedia Design Manager is responsible for managing the Graphic Design team for the Canada Region Marketing Team and driving the development of high-quality visual communications that…
Added 9 mins ago
H
Lead Mechanical Engineer
Hydrostor
Toronto, ON
- $150,000 to $190,000 CAD / year
- Full-time
…utility-scale, long-duration energy storage solutions, is seeking a Lead Mechanical Engineer - Static to join our team in Toronto. We’re supporting the development of a more resilient…
Added 9 mins ago
KW
Director, People and Culture
Kelowna Women's Shelter
Kelowna, BC
- Full-time
Partner with the Executive Director and leadership team on workforce planning, organizational development, succession planning, and culture initiatives that support organizational…
Added 9 mins ago
CG
Content Marketer | Cash Management Group
Canaccord Genuity Group Inc.
Vancouver, BC
- $70,000 to $85,000 CAD / year
- Full-time
Strong understanding of digital marketing, social media, brand development, and lead generation strategies.
Added 9 mins ago
W
Quantity Surveyor
Webuild
Toronto, ON
- Full-time
We are hiring a Quantity Surveyor to join our Construction team.
Added 9 mins ago
IE
Mechanical Engineer (Project Manager)
Impact Engineering
Vancouver, BC
- Full-time
Impact Engineering is currently seeking a Professional Mechanical Engineer to lead projects at our Impact HQ, Buildings Engineering team, located in Vancouver, BC.
Added 9 mins ago
E
Gestionnaire de comptes – Canada et États-Unis// Account Manager - Canada and USA
Expresco
Montreal, QC
- Full-time
…maintain a strong relationship with clients. They will be the lead point of contact for all matters, anticipate needs and work to ensure deadlines. The Account Manager will also bring in…
Added 11 mins ago
W
Production Supervisor, Siding & Trim (Woodbridge, ON)
Westlake
Woodbridge, ON · EXT - Woodbridge Siding
- Full-time
…improvement plans related to efficiency, quality and talent…
Added 11 mins ago
PH
Assistant Manager, Laboratory Operations
Public Health Ontario
Peterborough, ON
- Full-time
To provide leadership on the team and manage work activities related to efficient day-to-day operations in support of the planning, design, development, delivery and laboratory operations…
Added 11 mins ago
PH
Assistant Manager, Laboratory Operations
Public Health Ontario
Orillia, ON
- Full-time
To provide leadership on the team and manage work activities related to efficient day-to-day operations in support of the planning, design, development, delivery and laboratory operations…
Added 11 mins ago
Product Manager
Dye & Durham Talent Team
Toronto, ON
Lead the product development lifecycle from concept and planning through delivery, enhancement, and retirement.
Added 11 mins ago
Management - Replenishment & Support Services Area Leader
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
London, ON
…objectives, clearly communicates expectations to the management team, drives team engagement, and helps ensure consistency in people management…
Added 11 mins ago
Prepared Foods - Manager Deli
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Dartmouth, NS
…fiscally responsible operation of the department. The Manager will lead and manage staff to achieve the highest level of customer service, while adhering to all Food Safety Protocols,…
Added 11 mins ago
Senior Trade Compliance Specialist
CCM Hockey
Montreal, QC
…player to fulfill their passion while enjoying their game. Our team's vision is to be the leading brand on and off the ice, by delivering innovative products and outstanding experience to…
Added 11 mins ago
OH
Director, Health System Analytics
Ontario Health
Toronto, ON
- Full-time
Lead and inspire the team: Provide strategic direction to a multidisciplinary team of 30–40 staff, including managers and individual contributors; foster an open, inclusive and innovative…

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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