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Added 7 mins ago
Total Wealth Planner, Advanced Planning Services - Montreal, QC
Scotiabank
Montreal, QC
Provide In-depth, quality wealth planning advice for all life stages. Guidance through intergenerational wealth transfer process and consults related to Advisor-led Total Wealth Plans
Added 35 mins ago
AA
Auto Body Repair Planner/Production Manager (Bedford)
Assured Automotive
Bedford, NS
- Full-time
The Collision Repair Planner/Production Manager serves as a central figure in the restoration process, coordinating safe and efficient vehicle repairs to pre-accident status. This role…
Added 1 hour ago
NB
FINANCIAL PLANNER
National Bank of Canada
Quebec, QC
- Full-time
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you…
Added 1 hour ago
NB
Financial Planner
National Bank of Canada
Montreal, QC
- Full-time
A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals. This position allows you…
Added 1 hour ago
GC
Material Analyst I
Garland Commercial Ranges
Mississauga, ON
- $70,000 to $80,000 CAD / year
- Full-time
As a Materials Analyst/Planner, you will be responsible for setting up and maintaining part parameters and interfaces between QAD and Arena. You will also liaise with Receiving,…
Added 1 hour ago
V
Assistant Branch Manager - Lynn Creek
Vancity
North Vancouver, BC
- Full-time
Successful completion of three courses towards the Certified Financial Planner (CFP) designation
Added 1 hour ago
NB
Analyst
National Bank of Canada
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- Full-time
Financial Planner (F.Pl.) designation or currently working toward obtaining it.
Added 1 hour ago
C
Banking Centre Leader
CIBC
Manitouwadge, ON
- Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 2 hours ago
GP
Logistics & Inventory Controller
Global Power Technologies
Calgary, AB
- Full-time
Reporting to the Custom Project Planner, this position will directly support our Shipping/ Receiving/Inventory team and ensuring the business is able to meet its deliverables of cost…
Added 2 hours ago
V
Assistant Branch Manager - Lynn Creek
Vancity
North Vancouver, BC
- Full-time
Successful completion of three courses towards the Certified Financial Planner (CFP) designation
Added 2 hours ago
T
Financial Planner-Edmonton East
TD
AB
- Full-time
…and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and objectives. With a focus on relationship management, advice…
Added 2 hours ago
S
Content Coordinator Intern (Jan 2027 - 12 Months)
SOTI
Mississauga, ON
- $55,000 CAD / year
- Full-time
Contribute to process improvements that increase team efficiency and content scalability.
Added 3 hours ago
BG
Auto Body Repair Planner/Production Manager (Bedford)
Boyd Group Services
Bedford, NS
- Full-time
The Collision Repair Planner/Production Manager serves as a central figure in the restoration process, coordinating safe and efficient vehicle repairs to pre-accident status. This role…
Added 4 hours ago
UP
Senior Planning Technician
UrbanSolutions Planning & Land Development Consultants Inc.
Hamilton, ON
- Full-time
…and experience which will be discussed through the interview process. Our brand-new office is located in Hamilton and our business hours are Monday to Friday, 8:30am to…
Added 4 hours ago
PH
Clinical Planner - RPN
ParaMed Home Health Care
Toronto, ON
- Full-time
The Clinical Planner is accountable for onboarding new patients requiring Personal Support Services within an assigned district, through the assessment, implementation, and evaluation of a…
Added 4 hours ago
AG
Mobile Maintenance Planner
Alamos Gold Inc.
Dubreuilville, ON
- Full-time
Previous experience as a planner in a mining or industrial environment.
Added 4 hours ago
T
PLM Solution Architect - DELMIA/3DEXPERIENCE
Techso
Montreal, QC
- Full-time
Added 4 hours ago
D
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins de Lachine
- Full-time
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the…
Added 5 hours ago
TC
Project Manager | Construction
Turner Construction | Canada
Toronto, ON
- Full-time
Manage Last Planner System® (LPS) process, including preparing, facilitating, and coaching trades in each step.
Added 5 hours ago
E
Clinical Planner - RPN
Extendicare
Toronto, ON · ParaMed - Toronto (University Ave.)
- Full-time
The Clinical Planner is accountable for onboarding new patients requiring Personal Support Services within an assigned district, through the assessment, implementation, and evaluation of a…
Added 5 hours ago
C
Financial Planning Advisor
CIBC
London, ON
- Full-time
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.
Added 5 hours ago
SE
Maintenance Planner, Mechanical
Suncor Energy
Fort McMurray, AB
- Full-time
Our Baseplant Extraction Maintenance team is looking for an experienced Mechanical Maintenance Planner to join our team!
Added 6 hours ago
Continuous Improvement Manager
Aecon
Hamilton, ON
Lead and support design partners with coordination, work planning, packaging, and tender planning using the Last Planner System.
Added 10 hours ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
Financial Planner (FP) designation is considered an asset.
Added 10 hours ago
BH
Registered Nurse
Bariza Health
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- Full-time

CIBC

Financial Planning Advisor

London, ON, Canada

Full-time

Apply About employer

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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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