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Added 8 hours ago
S
Regional Sales Manager, Nuclear
Shawflex
Concord, ON
- Full-time
…provided range represents the anticipated base salary and target incentive for this position. The final total compensation will be determined based on the successful candidate’s skills,…
Added 8 hours ago
S
Regional Sales Manager, Nuclear
Shawflex
Toronto, ON · Etobicoke, ON
- Full-time
…provided range represents the anticipated base salary and target incentive for this position. The final total compensation will be determined based on the successful candidate’s skills,…
Added 9 hours ago
Regional Sales Manager, Nuclear
Mattr
Toronto, ON · Vaughan, ON · Etobicoke, ON
…provided range represents the anticipated base salary and target incentive for this position. The final total compensation will be determined based on the successful candidate’s skills,…
Added 9 hours ago
E
Principal Software Engineer
EngRadar
Kitamaat 2, BC
- Full-time
Added 12 hours ago
AP
Manager, Data Operations
Alexion Pharmaceuticals, Inc.
Mississauga, ON
- Full-time
In this role, you will lead the delivery and daily operation of specialty pharmacy, specialty infusion, patient services, trade and distribution data that powers our US Commercial strategy…
Added 21 hours ago
W
Manager - Environmental Health and Safety
Wesco
Mississauga, ON
- Full-time
For eligible positions, compensation may include participation in a bonus or sales incentive plan, subject to the terms and conditions of the applicable plan documents. For certain sales…
Added 23 hours ago
BS
Logistics & Customer Care Specialist / Spécialiste logistique et service client
BioScript Solutions
Mississauga, ON
- Full-time
Attractive Compensation: Competitive salary, incentive program, and comprehensive benefits package.
Added 23 hours ago
IW
Account Manager
ICONIX Waterworks
Langford, BC
- Other
Delivery of agreed-upon promises and co-creation future growth opportunities
Added 1 day ago
IW
Account Manager
ICONIX Waterworks
Richmond, BC
- Other
Delivery of agreed-upon promises and co-creation future growth opportunities
Added 1 day ago
P&
Logistics Manager
Pratt & Whitney
Mississauga, ON
- Full-time
We are seeking a highly driven Logistics Manager to lead material flow and customer engagement at our aircraft engine assembly site. Reporting to the Engine Center Network Logistics…
Added 1 day ago
C
Consulting Manager, P&C Insurance- Claims transformation
Cognizant
Mississauga, ON
- Full-time
As a Consulting Manager, Insurance Consulting, you will make an impact by helping property and casualty (P&C) insurers transform their claims operations with emerging technologies (such as…
Added 1 day ago
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Sr. Consulting Manager, P&C insurance- Claims transformation
Cognizant
Mississauga, ON
- Full-time
As a Senior Consulting Manager, Insurance Consulting, you will make an impact by helping property and casualty (P&C) insurers transform their claims operations with emerging technologies…
Added 1 day ago
PC
Senior Cloud Platform Lead, Senior Manager
Pwc Canada
Ottawa, ON · Toronto, ON
- Full-time
…employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering…
Added 1 day ago
Principal Service Delivery Manager
Capgemini
Toronto, ON · Montreal, QC
The Service Delivery Manager/Director serves as the senior interface between the client and the Service Delivery Operations teams delivering IT infrastructure services. The Service Delivery…
Added 1 day ago
PC
Managed Services, Service Delivery Manager (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Managed Services, Service Delivery Manager (Bilingual FR/EN), unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. You will be…
Added 1 day ago
PC
Managed Services, Service Delivery Manager (Bilingual FR/EN)
PwC Canada
Quebec, QC
- Full-time
As a Managed Services, Service Delivery Manager (Bilingual FR/EN), unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. You will be…
Added 1 day ago
Principal Software Engineer
Conga
Canada
Experience translating strategic product or AI objectives into secure platform designs and executable delivery plans.
Added 1 day ago
SC
Product Expert - Direct-to-Consumer (D2C) Commerce
SAP Careers
Montreal, QC
- Full-time
We are seeking a skilled and entrepreneurial Senior Product Manager – Direct-to-Consumer (D2C) Commerce to help shape the next generation of SAP's commerce capabilities.
Added 1 day ago
S
Center Supervisor- Perm- Orillia/Huntsville
Serco
Orillia, ON
- Full-time
Plan, organize, and direct front-line employees on daily/weekly activities in the DTC (DriveTest Centre), to meet section service delivery objectives.
Added 1 day ago
S
Deputy Supervisor - FT Perm- Mississauga Mississauga
Serco
Mississauga, ON
- Full-time
Plan, organize and direct front-line employees on daily/weekly activities in the DTC, to meet Section service delivery objectives.
Added 1 day ago
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U.S. Tax, Manager
PwC
Vancouver, BC · Montreal, QC
- Full-time
…employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering…
Added 1 day ago
B
Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
…committed to managing and growing client relationships through the delivery of service and…
Added 1 day ago
A
Manager, Data Operations
AstraZeneca
Mississauga, ON · Canada - Mississauga
- Full-time
In this role, you will lead the delivery and daily operation of specialty pharmacy, specialty infusion, patient services, trade and distribution data that powers our US Commercial strategy…
Added 1 day ago
R
Logistics Manager
RTX
Mississauga, ON
- Full-time
We are seeking a highly driven Logistics Manager to lead material flow and customer engagement at our aircraft engine assembly site. Reporting to the Engine Center Network Logistics…
Added 1 day ago
Program Manager
Capgemini
Toronto, ON
We are looking for an experienced Program Manager to lead large-scale business transformation and technology programs. The role will manage cross-functional teams and oversee delivery from…

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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