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Added 25 mins ago
CO
Growth Coordinator
City of Saint John
Saint John, NB
- Full-time
Assist in the delivery of the City Market Strategic Plan and work with the City Market Manager to support the daily operations of the City Market, and Night Market;
Added 25 mins ago
CO
Manager Policy and Risk Management
City of Saint John
Saint John, NB
- Full-time
Keeps informed of new developments in policing, identifies new avenues for potential research, and forecasts future requirements for service delivery.
Added 26 mins ago
F
Supervisor IT Client Services
FortisAlberta
Airdrie, AB
- Full-time
Under the general direction of the Manager IT Client Services, the Supervisor IT Client Services is responsible for managing the day-to-day operations of the IT Service Desk and Deskside…
Added 26 mins ago
W
Pharmacy Assistant
Walmart
Port Elgin, ON
- Full-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 26 mins ago
SJ
Radiation Safety Officer (RSO) & Radioligand Therapy (RLT) Prog Coordinator
St. Joseph's Healthcare Hamilton
Hamilton, ON · Charlton Campus
- Full-time
Working with the Manager of Nuclear Medicine and PET, provides operational leadership for the Radioligand Therapy Program, coordinating patient care activities, resource utilization, and…
Added 26 mins ago
SJ
Physician Assistant - OBGYN
St. Joseph's Healthcare Hamilton
Hamilton, ON · Charlton Campus
- Full-time
…Obstetrician/Gynecologist is often the sole physician for our service. A Physicians Assistant at our centre will help assess patients in the Labor and Delivery triage unit or initiate…
Added 40 mins ago
RM
Shipper Receiver
Rocky Mountain Equipment
Edmonton, AB
- Full-time
…maximize uptime, productivity, and profitability through expert service, innovative tools, and a customer-centric approach. As Western Canada’s trusted equipment and business partner, RME…
Added 40 mins ago
OC
Manager, Residence Services
Olds College
Olds, AB
- $87,000 to $95,000 CAD / year
- Full-time
The Opportunity - Manager, Residence Services (full-time, permanent)
Added 40 mins ago
TL
Shop Operations Manager
Transx Ltd
Calgary, AB
- Full-time
Working with the team, the position is responsible and accountable for the efficient delivery of equipment maintenance services through the tactical alignment with the daily activities of…
Added 40 mins ago
S
Program Receptionist
SHIPSHEY
ON
- $34,777.6 to $41,570.1 CAD / year
- Part-time
- Temporary
Demonstrate a strong commitment to quality care and service delivery based on SHIP’s Mission and Values
Added 56 mins ago
A
Store Manager, McArthurGlen Outlet
adidas
Vancouver, BC
- Full-time
We could list tired, old bullet points about Store Manager tasks but we’re confident you already know that. Here’s a bit about the kind of leaders we look for.
Added 56 mins ago
WB
Customer Service Specialist CSS
Westcan Bulk Transport Ltd .
Ottawa, ON
- Full-time
Westcan is currently seeking a Customer Service Representative to join our team, with a focus on planning for and supporting drivers daily tasks.
Added 56 mins ago
WB
Logistics Specialist (Dispatcher)
Westcan Bulk Transport Ltd .
Mississauga, ON
- Full-time
Ensuring drivers have adequate hours of service
Added 56 mins ago
HH
Social Worker MSW
Hamilton Health Sciences
Hamilton, ON
- Full-time
Reporting to the Integrated Manager of Transitions, Hamilton General Hospital, the Social Worker will conduct psychosocial assessments and develop treatment plans that include counseling,…
Added 56 mins ago
HH
Social Worker MSW
Hamilton Health Sciences
Hamilton, ON
- Full-time
Reporting to the Manager of Transitions, Juravinski Hospital and Cancer Centre, the Social Worker will conduct psychosocial assessments and develop treatment plans that include counseling,…
Added 56 mins ago
B
Manager, Business Restructuring & Turnaround Services
BDO
Oakville, ON · Toronto, ON
- Full-time
You identify, recommend, and are focused on effective service delivery to your clients
Added 56 mins ago
B
Manager, Strategy, Value Creation & Analytics
BDO
Toronto, ON
- Full-time
You identify, recommend, and are focused on effective, high-quality service delivery to your clients
Added 56 mins ago
TI
Manager - Sud Forno
TERRONI INC.
Toronto, ON
- $50,000 to $54,000 CAD / year
We are looking for a passionate and hospitality driven full time FOH Manager to join our exceptional team at our one of a kind gem Terroni Sud Forno Temperance location. Housed in a two…
Added 1 hour ago
Donor Centre Manager
Canadian Blood Services
BC
Canadian Blood Services is looking for a Regular full-time, Donor Centre Manager to join our new Donor Centre, scheduled to open in Burnaby, British Columbia.
Added 1 hour ago
C
PT - Community Living Worker (CLS Outreach Program, Kamloops)
Connective
Kamloops, BC
- Full-time
Use personal vehicle to travel between client residences, community agencies, worksites, and other service locations to support the delivery of community-based services.
Added 1 hour ago
NH
SOCIAL WORKER, SPECIALIZED MENTAL HEALTH & SUBSTANCE USE OUTREACH
Northern Health - BC
Terrace, BC
- Full-time
…priorities of Northern Health, and under the general supervision of Manager or designate, this position report to the Team Lead (and to the Clinical Practice Lead-SW for clinical guidance,…
Added 1 hour ago
NT
Principal Proposals Development Manager
Neptune Technology Group
ON · Mississauga, ON
- Full-time
…optimization, operational efficiencies, and improved customer service. With our portfolio of smart water meters, data collection systems and software, we make data actionable for our…
Added 1 hour ago
RO
School Experiences Coordinator (12-month Contract)
Royal Ontario Museum
Toronto, ON
- Part-time
We are seeking a highly organized, service-oriented School Experiences Coordinator to oversee the scheduling, administration, and day-to-day coordination of ROM's onsite and online…
Added 1 hour ago
PC
Registered Practical Nurse, Full Time, Community Adult Mental Health
Providence Care
Kingston, ON
- Full-time
Under the direction of the Community Team Manager, the Registered Practical Nurse (RPN) is responsible for the provision of nursing services, including medication management and…
Added 2 hours ago
BC
Registered Nurse - Emergency Department (Job Share)
Brant Community Healthcare System
Brantford, ON
- Full-time
With Over 130 Years Of Service, BCHS Is Evolving With a Renewed Focus On Excellence, Collaboration, And Innovation. Our Strategic Priorities Center On Quality Care, Connected Teams, And a…

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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