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Added 12 mins ago
NS
Environmental Services Worker - Environmental Services
Nova Scotia Health Authority
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Internship
Reporting to the Assistant Manager - Facility Support Services, the Environmental Service Worker maintains a clean, safe, and functional environment for patients, families, staff and…
Added 12 mins ago
NS
Food Service Worker - Nutrition and Food Services
Nova Scotia Health Authority
Truro, NS
- Internship
The Food Service Worker serves meals to patients, staff and visitors; delivers selective menus, meals, and nourishments to patients; and supplies to work areas; assists in preparation,…
Added 12 mins ago
NS
Dental Hygienist - Public Health
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Internship
…facilities, municipalities) to provide tangible oral health support to develop and implement oral health focused programs and…
Added 12 mins ago
NS
Health Care Social Worker B (Bachelors) Central Intake - Mental Health & Addictions
Nova Scotia Health Authority
Dartmouth, NS
- Full-time
…services. This is a provincial centralized telephone access service for Mental Health and Addictions Intake in Nova Scotia. This includes the utilization of appropriate screening tools,…
Added 12 mins ago
WC
Sales Representative (Metal) - Vaughan, ON
Wurth Canada
Markham, ON
- Full-time
A day in the life of an outside sales representative:
Added 12 mins ago
CO
Food Services Worker
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Internship
Deliver safe, nutritious, and timely meal services that support the health, well-being, and satisfaction of residents.
Added 12 mins ago
CO
Social Worker
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Full-time
Collaborate with the Home’s Behaviour Supports Ontario (BSO) team to support and guide resident care.
Added 12 mins ago
BW
Clerk V, CARE Program - BC Women’s Hospital & Health Centre
BC Women's Hospital and Health Centre
Vancouver, BC
- Full-time
Added 26 mins ago
NS
Rehabilitation Assistant - Rehabilitation Services
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Internship
$31.93 hourly with 25 years' service with the employer
Added 26 mins ago
NS
Manager - Violence Prevention, Intervention & Response Program
Nova Scotia Health Authority
Halifax, NS
- Full-time
…practice for regulated and unregulated care providers in health service settings across NSH and IWK and other sectors of the…
Added 26 mins ago
DR
Outside Sales Representative
DMC Recruitment Group
Vancouver, BC
- Full-time
Support customer issue resolution and ensure a high level of service post-sale
Added 26 mins ago
NS
IMIT Business Analyst - Registration, Switchboard & Data Quality
Nova Scotia Health Authority
NS · Nova Scotia, Canada
- Full-time
…clinical and business stakeholders throughout the province to support sustainable process improvement. Through the effective use of IM/IT tools, services and systems of support, the IM/IT…
Added 27 mins ago
AC
Customer Service Representative
Aston Carter
Burnaby, BC
- $50,000 to $52,000 CAD / year
- Full-time
The Customer Service Representative plays a key role in supporting customers in an LTL transportation environment by responding to inquiries, tracking freight, coordinating pickup and…
Added 42 mins ago
IH
Food Service Worker
Interior Health Authority
Vernon, BC
- Internship
Interior Health is seeking a Food Service Worker to join our Support Services Team at Vernon Jubilee Hospital, in Vernon, BC. If you are a reliable, flexible and motivated individual…
Added 42 mins ago
IH
Registered Nurse (RN) | Home Health
Interior Health Authority
Vernon, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 42 mins ago
IH
Licensed Practical Nurse (LPN) | Transition Liaison
Interior Health Authority
Vernon, BC
- Internship
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 43 mins ago
FH
Representative, Internal/External Talent Acquisition
Fraser Health
Surrey, BC
- Full-time
Reporting to the Leader, Talent Acquisition, the Representative supports the functions of Talent Acquisition Services through the application of Employee Experience policies, procedures and…
Added 1 hour ago
FB
Customer Service Representative
Farm Boy Inc.
Toronto, ON
- $18 CAD / hour
- Part-time
You’ll help create the welcoming, fresh shopping experience Farm Boy is known for by delivering outstanding customer service and keeping our department looking its best. With an eye for…
Added 1 hour ago
I(
Intersection Safety Camera Program Representative
ICBC (Insurance Corporation of British Columbia)
Richmond, BC
- Full-time
Be an integral member of the Driver Licensing Customer Service Support team at ICBC. We are seeking a dedicated, detail oriented administrative support all-star to join our team in…
Added 1 hour ago
CC
Donor Care Representative
Canadian Cancer Society
Calgary, AB
- $48,000 CAD / year
- Full-time
We are seeking an enthusiastic and driven Donor Care Representative, in this role you will be an ambassador for all CCS supporters. You will be responsible for all (inbound) donor calls…
Added 1 hour ago
E
Customer Service Representative - Guelph
Enterprise
Guelph, ON
- Full-time
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
Added 1 hour ago
TH
Merchandising Execution Associate : Part Time - BEACON HILL
The Home Depot
Canada
- Part-time
Merchandising Execution Associates (MEAs) perform in-store merchandising service activities such as merchandising projects, planogram maintenance, overhead organization, and display/signage…
Added 1 hour ago
C
Financial Planning Consultant
CIBC
Richmond, BC · Vancouver, BC
- Full-time
…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…
Added 1 hour ago
C
Client Engagement Representative
CIBC
Vancouver, BC
- Full-time
…leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support -…
Added 1 hour ago
C
Financial Services Representative II
CIBC
Vancouver, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…

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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