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Added 13 mins ago
TW
Team Lead or Manager, Core Banking Integration
Thrive Wealth Management
Regina, SK
- Full-time
…banking experience to come on board as our temporary Team Lead or Manager, Core Banking Integration, for up to a 12-month…
Added 13 mins ago
TW
Branch Manager
Thrive Wealth Management
Saskatoon, SK
- Full-time
We’re looking for a dynamic and business-minded individual to come on board as our Branch Manager to support our 8th Street location in Saskatoon. Your strong interpersonal skills and…
Added 13 mins ago
CC
Manager, Learning & Development
Compass Canada
ON · Mississauga, ON
- Full-time
We’re looking for a Manager, Learning & Development to help build the foundation of how we onboard, develop and grow talent, while modernizing how learning drives capability across our…
Added 13 mins ago
TW
Program Manager
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a dynamic, collaborative, and motivated person to join us as Program Manager for the AGTECH ACCELERATOR at our College Avenue location in Regina, Saskatchewan. In this…
Added 13 mins ago
CC
Treasury Manager - Corporate
Compass Canada
London, ON
- Full-time
Compass Group Canada is looking for a Corporate Treasury Manager to lead the day-to-day delivery, control and continuous improvement of corporate treasury operations. This role is ideal for…
Added 28 mins ago
RM
Manager
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
The Unit Manager reports to the Director of Medicine, ICU, Respiratory and Post Acute Care. They promote, facilitate, and manage the unit environment in such a way that patients receive…
Added 28 mins ago
Part Time Pharmacy Assistant
Walmart Canada
Burnaby, BC
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 28 mins ago
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Associate, Equity Derivatives Trade Desk Support
BMO
Toronto, ON · FCP
- Full-time
Acts as primary back-up to team members and as back-up to the manager.
Added 58 mins ago
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Senior Project Manager – Building Science
Hays
Vaughan, ON
- Full-time
…leadership while supporting the continued development of its project delivery…
Added 1 hour ago
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Sales Associate - Claire's Intercity Shopping Centre
Claire's
Thunder Bay, ON
- $17 to $18 USD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
Added 1 hour ago
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Meat - Meat Cutter
Sobeys
Emerald Park, SK
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised/affiliate store locations. Sobeys Capital…
Added 1 hour ago
SC
In Store Bakery - Baker
Safeway Canada
Calgary, AB
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 1 hour ago
Meat - Meat Cutter
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Emerald Park, SK
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised/affiliate store locations. Sobeys Capital…
Added 2 hours ago
WO
Physiotherapist - Physio Therapy Corporate
William Osler Health System
Toronto, ON · Etobicoke, Ontario
- Part-time
…offer you incredible exposure to best-in-class health care delivery and challenging hands-on opportunities to stay at the top of your…
Added 2 hours ago
WO
Physiotherapy Assistant/Occupational Therapy Assistant - Physiotherapy Assistant Corporate
William Osler Health System
Brampton, ON
- Part-time
…offer you incredible exposure to best-in-class health care delivery and challenging hands-on opportunities to stay at the top of your…
Added 3 hours ago
W
Pharmacy Assistant Part-time
Walmart
Pembroke, ON
- Part-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 3 hours ago
WO
Physiotherapy Assistant/Occupational Therapy Assistant - Physiotherapy Assistant Corporate
William Osler Health System
Brampton, ON
- Part-time
…offer you incredible exposure to best-in-class health care delivery and challenging hands-on opportunities to stay at the top of your…
Added 3 hours ago
WO
Physiotherapist - Physio Therapy Corporate
William Osler Health System
Toronto, ON · Etobicoke, ON
- Part-time
…offer you incredible exposure to best-in-class health care delivery and challenging hands-on opportunities to stay at the top of your…
Added 3 hours ago
WO
Physiotherapy Assistant/Occupational Therapy Assistant - Physiotherapy Assistant Corporate
William Osler Health System
Brampton, ON
- Part-time
…offer you incredible exposure to best-in-class health care delivery and challenging hands-on opportunities to stay at the top of your…
Added 3 hours ago
WC
Housing Services Coordinator (2026-410-HHS)
WoodGreen Community Services
Toronto, ON
- Full-time
This position is accountable to the Manager, Tenant Resolutions and Housing Operations for the daily management of the physical, administrative and operational components of the housing…
Added 3 hours ago
WO
Physiotherapist - Physio Therapy Corporate
William Osler Health System
Toronto, ON · Etobicoke, ON
- Part-time
…offer you incredible exposure to best-in-class health care delivery and challenging hands-on opportunities to stay at the top of your…
Added 3 hours ago
D
Manager, Delivery - Digital & Data
Dormez-vous
Montreal, QC
- Full-time
Sleep Country Canada is looking for a Delivery Manager, Digital & Data to play a critical role in driving the successful end-to-end delivery of digital and data initiatives. This role…
Added 4 hours ago
Enterprise Account Executive
Computacenter AG & Co. oHG
Toronto, ON · Markham/Toronto, ON
We are seeking a highly motivated and experienced Sales Account Manager to join our team. This position will be responsible for managing and growing our Enterprise Class Customers within…
Added 4 hours ago
P
Processing Manager
Premier
London, ON
- Full-time
We are looking for a Manager, Processing, to lead the day-to-day work of our Processing Team. You'll make sure new business, renewals, endorsements, cancellations, policy issuance,…
Added 5 hours ago
W
Supervisor Production & Inventory Control
Winpak
Winnipeg, MB
- Full-time
…Winnipeg. Reporting to the Production and Inventory Control Manager, you will lead the team responsible for production planning, scheduling, inventory control, production reporting, and…

CIBC

Financial Planning Consultant

Rosedale, MB, Canada
Hamilton, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Sep 21, 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

You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC banking centre based advisors for their clients. The team operates within the Canadian Investment Regulatory Organization (CIRO). Each Financial Planning Consultant will be accredited with their Certified Financial Planning designation (CFP) with Financial Planning Canada and in Quebec the (IQPF) designation.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

This role is also eligible for variable incentive compensation, which varies significantly based on several factors, including employee performance.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and encourage open conversations about compensation throughout the recruitment process.

How you’ll succeed

Product Knowledge and Support – Provide subject matter expertise of industry, economic and market impact on the business, legislation, competitors, regulators, trends, etc. typically acquired through 7 - 10 years of financial advisory/sales experience with high net worth clients. Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.
Analysis – Engage with clients in a discovery advice conversation to understand, define and analyze their priorities and family dynamic, identifying opportunities to optimize financial planning strategies to build wealth and recommend solutions that align. Analyze clients financial situation and investment portfolios and align recommendations to clients goals. Prepare and present holistic financial plans using CIBC financial planning tools that encompass retirement, education, intergenerational estate considerations while incorporating future income requirements and consideration.
Service Focus – Provide clients insights on the current economic and market environment and the effect on their investment portfolios. Educate Advisors and relationship managers about the role and the value proposition of the Financial Planning Consultant utilizing strong interactive and presentation skills to convey both factual and conceptual information.
Partnership – Share results of client discussions and coordinate the delivery of products/services sold with the relationship manager. Identify opportunities to make referrals to other CIBC subsidiaries involved in client asset management and discuss with the relationship manager.
Collaboration – Work as a team with relationship managers within the banking centre network in order to identify current and potential High Value Clients with investment, business transition and estate planning needs and obtain referrals. Conduct regular information sessions/seminars for relationship managers.

Who you are

You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
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 act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You have a postsecondary degree/diploma and/or 4 years of relevant experience.
You are a certified professional (CIRO-ID). You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). CFP upon hire.
You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in CIRO-MFD licensing, CFP upon hire.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
You have knowledge. Investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-worth client group.
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

Hamilton-King and Rosedale

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Retirement Planning, Work Collaboratively

Apply About employer

More about this job

Responsibilities

Provide expert financial planning and wealth management counsel to high-net-worth clients in partnership with banking centre advisors. Conduct discovery conversations to analyze client financial situations and present holistic financial plans covering retirement, estate, and tax strategies.

Requirements

Requires 7-10 years of financial advisory experience and professional certifications including CFP, CIRO-ID, and CIRO-MFD. Candidates must possess a postsecondary degree or diploma and demonstrate deep expertise in investment markets and complex financial planning.

Skills

Financial planning
Wealth management
Investment knowledge
Estate planning
Business transition planning
Tax minimization
Analytical thinking
Presentation skills
Market analysis
Retirement planning
Education planning
Portfolio management
Advisory services
Regulatory compliance

Benefits

Competitive compensation
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning Consultant
Wealth Management
CFP
CIRO
CIRO-ID
CIRO-MFD
AMF
CIFC
CSC
RRC
Estate Planning
Tax Minimization
High Net Worth
Investment Portfolio
Retirement Planning
Financial Advisory
Banking
Client Discovery
Regulatory Compliance
Market Analysis
Business Transition Planning
Philanthropy
Relationship Management
Financial Planning Canada
IQPF

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