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Added 2 mins ago
RB
Senior Financial Specialist
Royal Bank of Canada
Kamloops, BC · Vancouver, BC
- Full-time
Added 18 mins ago
NO
SENIOR ADVISOR, STRATEGIC AND DIGITAL COMMUNICATIONS
NFB ONF Education
Montreal, QC
- Full-time
Acts as a Senior Digital Advisor responsible for the design and deployment of the NFB’s digital communications strategy, showcasing the organization’s expertise and institutional priorities…
Added 18 mins ago
WH
Lead, WELLTrust Consent & Patient Experience Program
WELL Health Technologies Corp. (TSX: WELL)
Vancouver, BC
- $115,000 to $135,000 CAD / year
- Full-time
…relationships across the WELL ecosystem. We’re looking for a senior, high-agency leader to be the single accountable owner of…
Added 33 mins ago
Senior Software Engineer (.NET)
Electronic Arts
Vancouver, BC
8+ years of source control management experience including advanced concepts like branching strategies and developer workflows
Added 33 mins ago
KD
Programme LEAP hiver 2027, Stagiaire - Finances commerciales | Winter 2027 LEAP Intern - Commercial Finance
Keurig Dr Pepper
Montreal, QC
- Full-time
Added 33 mins ago
A
Analyst, Investment Research and Solutions
ATB
Toronto, ON · Edmonton, AB · Calgary, AB
- Full-time
This role works in close partnership with the Senior Manager, Investment Research and Solutions, taking day-to-day functional direction to ensure operational execution and research…
Added 33 mins ago
W
Senior Civil Engineer
Worley
Edmonton, AB · Calgary, AB
- Full-time
As a Senior or Principal Civil Engineer, you will lead and deliver civil engineering solutions for environmental remediation, landfill, closure, restoration, and related infrastructure…
Added 33 mins ago
T
Associate Vice President, Small Business Banking, Data and Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
Demonstrated success operating at senior executive levels and influencing strategy
Added 33 mins ago
C
WFM Real Time Management Analyst (Onsite)
CNX
Mississauga, ON
- $60,000 to $65,000 CAD / year
- Full-time
Ability to foster a sense of professionalism and relationship building for self, team and various levels of Senior Leadership.
Added 33 mins ago
B
Senior Technical Specialist
BMO
Toronto, ON · SCC
- Full-time
The Senior Technical Specialist will provide technical leadership and subject-matter expertise for Commercial Credit Risk applications, with a primary focus Commercial lending. The role…
Added 33 mins ago
V
Senior Analyst, Sales Reporting
Vale
Canada
- Full-time
We are seeking a Senior Analyst, Commercial Reporting – Copper & PGMs to join the Commercial team for a permanent opportunity based in Toronto, Ontario. This role reports to the Commercial…
Added 1 hour ago
IH
M365 Intermediate Analyst
Interior Health Authority
Kelowna, BC
- Internship
Performs assigned technical work packages and implementation activities in support of projects led by senior analysts, maintaining project documentation, and conducting evaluation studies.
Added 1 hour ago
J
Business Analyst
Joblinxsapp
Toronto, ON
- Full-time
The Central Agencies Cluster is seeking an experienced Senior Business Analyst to provide comprehensive I&IT business analysis services and support complex business and technology…
Added 1 hour ago
W
Senior Technical Consultant, Environmental Scientist
Worley
Calgary, AB
- Full-time
Senior Environmental Scientist or Engineer – Contaminated Sites
Added 1 hour ago
Chef de Programme / Program Manager
OPAL-RT
Montreal, QC
Added 1 hour ago
IW
Senior Manager, Events
IG Wealth Management
MB · Manitoba, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 1 hour ago
IW
Senior Manager, Events
IG Wealth Management
ON · Ontario, Canada
- Full-time
The Senior Manager, Events & Experience is responsible for leveraging strategic event marketing and experience design to support the sales, distribution, and growth objectives of IG Wealth…
Added 1 hour ago
CC
Data Engineer
Canadian Cancer Society
Ottawa, ON
- Full-time
Reporting to the Senior Manager, Data Engineering & Services, the Data Engineer is involved in designing, developing, maintaining and optimizing data platform services, meta-data driven…
Added 1 hour ago
CR
Bilingual Maintenance Manager (French & English)
COGIR Real Estate
Orleans, ON
- Full-time
Cogir Senior Living manages retirement residences across the country. We offer a range of senior living options including independent living, assisted living and memory care.
Added 1 hour ago
PC
Manager, Financial Services, Digital Banking Operations, Consulting
PwC Canada
Toronto, ON
- Full-time
Build and manage trusted relationships with senior clients and stakeholders, while working effectively across multidisciplinary teams.
Added 1 hour ago
SQ
Manager Forecasting, Workforce Management
Sunlife Québec
Montreal, QC
- Full-time
Provide analysis, insights, and recommendations to senior business leaders and other stakeholders to drive evidence-based operational decisions
Added 1 hour ago
SE
Maintenance Technician - Afternoon/Evening Shift
Schneider Electric
Victoria, BC
- $29 to $35 CAD / hour
- Full-time
Grow your skills and career. We commit to helping you grow with ongoing performance and development conversations, Senior Talent Program, global career opportunities, access to our…
Added 1 hour ago
CC
Data Engineer
Canadian Cancer Society
Montreal, QC
- Full-time
Reporting to the Senior Manager, Data Engineering & Services, the Data Engineer is involved in designing, developing, maintaining and optimizing data platform services, meta-data driven…
Added 1 hour ago
OT
Chef de Programme / Program Manager
OPAL-RT TECHNOLOGIES
Montreal, QC
- Full-time
Added 1 hour ago
CC
Data Engineer
Canadian Cancer Society
Toronto, ON
- Full-time
Reporting to the Senior Manager, Data Engineering & Services, the Data Engineer is involved in designing, developing, maintaining and optimizing data platform services, meta-data driven…

CIBC

Financial Planning Consultant

Richmond, BC, Canada
Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 4, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.
Posting language: English
Posted: Nov 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

As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio through self-sourced leads, provide dedicated relationship management, in-depth financial advice and exceptional client service. As a Senior Financial Planner, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide comprehensive financial advice, helping clients to secure their futures, own homes, and set up businesses.

You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

How You'll Succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted investment advice and creating complex financial plans. Cultivate your network to establish new client relationships.
Business expertise – Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage your experience in investment, estate, retirement, tax planning and credit planning to provide a comprehensive and personalized plan that will result in satisfied, loyal clients and increased referrals.
Leading and mentoring – As a seasoned financial professional, provide coaching and support to a team of advisors. Work as one team and support the team as they make informed choices that benefit both the client and CIBC.

Who you are

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.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You act like an owner. You thrive when you're empowered to take initiative, 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.
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

Vancouver-Main and Pender

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

Manage and grow a complex client portfolio by providing in-depth financial advice and exceptional relationship management. Mentor a team of advisors to deliver comprehensive financial plans and support the achievement of client goals.

Requirements

Requires a postsecondary degree or diploma and at least 4 years of relevant experience. Must hold current accreditation as a Registered Representative with CIRO-ID and possess a CFP designation upon hire.

Skills

Financial planning
Relationship management
Investment advice
Portfolio management
Client engagement
Sales planning
Estate planning
Retirement planning
Tax planning
Credit planning
Coaching
Mentoring
Networking
Business development
Analytical thinking
Customer service

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
Relationship Management
Investment Advice
Portfolio Management
CIRO-ID
CFP
Registered Representative
Estate Planning
Retirement Planning
Tax Planning
Credit Planning
Sales Plan
Coaching
Mentoring
Banking
Client Portfolio
Financial Advice
Networking
Business Development
Customer Experience
Investment Dealer
Personal Banking
Business Banking
Financial Consultant

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