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Added 1 hour ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
a Senior Financial Planner within the Financial Planning Team at National
Added 2 hours ago
T
In-Person Career Event - TD Wealth, Financial Planning - Vancouver - Oct 20th, 2026
TD
Burnaby, BC · Coquitlam, BC · Port Coquitlam, BC · Richmond, BC · Surrey, BC · Vancouver, BC
- Full-time
…and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and…
Added 2 hours ago
T
Financial Planner-North Shore
TD
North Vancouver, BC
- Full-time
…and advice? If so, then apply for the position of Financial Planner today to assist clients in meeting their financial goals and…
Added 2 hours ago
T
Financial Planner
TD
Maple, ON · Vaughan, ON
- Full-time
…their financial ambitions, consider applying for the Financial Planner role and help clients realize their goals and…
Added 2 hours ago
T
Tax Estate Planner
TD
Montreal, QC
- Full-time
The Tax and Estate Planner is responsible for financial planning within an assigned Private Wealth Management (PWM) territory. Accountabilities for the position include providing high net…
Added 2 hours ago
C
Financial Planning Advisor
CIBC
London, ON · Toronto, ON
- Full-time
You’re an expert financial planner. You can demonstrate superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients.
Added 2 hours ago
C
Investment Specialist
CIBC
Truro, NS · Alberton, PE · Charlottetown, PE · Souris, PE · Summerside, PE · PE
- Full-time
…your first year in the job to complete the: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). The CFP or IQPF will also satisfy this…
Added 2 hours ago
DC
Technical Specialist, Real Property Management
Defence Construction Canada
Cold Lake, AB
- Full-time
…designation); eligible for certification as a professional planner if working in planning role (e.g. Registered Professional Planner, Real Property Administrator, Facilities Management…
Added 3 hours ago
GE
310T Mechanic
GFL Environmental Inc.
Bracebridge, ON
- Full-time
Planning & Coordination: Plan and schedule repairs using the M5 planner and procure required parts; review mechanical write-ups and coordinate schedules with operations.
Added 5 hours ago
S
Assistant Planner
sephora.com
Toronto, ON
- Full-time
Ready for a career glow-up? As an Assistant Planner, you’ll be building brand partnerships, forecasting client behaviors, and optimizing inventory levels. The work you do will impact…
Added 5 hours ago
Planner l, Co-op Student
Regional Municipality of Wood Buffalo
Fort McMurray, AB
We strive to make our hiring process accessible to all candidates. If you require accommodation for the interview or any other part of the application process, please let us know.
Added 6 hours ago
Shop Supervisor
Boart Longyear
Saskatoon, SK
Establish methods to meet work schedules and co-ordinate work activities with other departments (I.e. Operations, EHS&T, Regional Planner, Engineering, Warehouse)
Added 7 hours ago
B
Wealth Planning Consultant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Leads/facilitates goals-based discovery process directly with clients, and ensures standards relative to data capture and plan creation are met thereafter to maintain effective knowledge…
Added 7 hours ago
B
Financial Planner
BMO
Vaughan, ON
- Full-time
…with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve…
Added 7 hours ago
B
Financial Planner
BMO
Markham, ON
- Full-time
…with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve…
Added 8 hours ago
RJ
Senior Financial Planner
Raymond James
AB
- Full-time
The Senior Financial Planner is an integral member of our Total Wealth Solutions team that is dedicated to delivering service excellence in supporting our Raymond James advisory teams…
Added 8 hours ago
S
Order Management & WorkForce Planner
Skechers
Surrey, BC
- Full-time
Translate workload forecasts and operational requirements into staffing needs by team, process, and operational area.
Added 9 hours ago
BC
Interface Planner
Bechtel Corporation
Toronto, ON
- Other
…with 15 stations and over 15km of new alignment. The Interface Planner will be responsible for reviewing the Ontario Line Program of schedules identifying areas of the schedule that have…
Added 10 hours ago
ML
MRO Coordinator
Maple Leaf Foods Inc
Hamilton, ON
- $47,000 to $69,000 CAD / year
- Full-time
Work with Planner to ensure all required parts are available prior to the work being scheduled
Added 10 hours ago
AC
Planificateur | Planner & Scheduler
Aston Carter
Montreal, QC
- $50 to $62 CAD / hour
- Contract
The Planner & Scheduler serves as a key interface between Program Managers and Control Account Managers, supporting the development, execution, and analysis of integrated master schedules.…
Added 11 hours ago
C
Investment Specialist
CIBC
Edmonton, AB
- Full-time
…your first year in the job to complete the: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). The CFP or IQPF will also satisfy this…
Added 11 hours ago
A
Consultant - Delivery Lead, Health Solutions
Aon
Toronto, ON
- Full-time
Support RL/finance with revenue recognition in Client Planner
Added 12 hours ago
AI
Repair Planner - Excellence Auto Collision - Midwest
AutoCanada Inc.
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
As a Repair Planner, you will play a crucial role in assessing
Added 12 hours ago
D
Production Planner / Planificateur de production
dormakaba
Montreal, QC
- Full-time
dormakaba is seeking a Production Planner based in Montreal (hybrid). The Production Planner is responsible for aligning customer demand with manufacturing capacity to ensure products are…
Added 12 hours ago
UO
Assistant Professor, Planning, Geography, and Environmental Studies
University of the Fraser Valley
Abbotsford, BC
- Full-time
Registered Professional Planner certification with the Canadian Institute of Planners, facilitated by the Planning Standards Board of Canada, is required .

CIBC

Investment Specialist

Truro, NS, Canada
Alberton, PE, Canada
Charlottetown, PE, Canada
Souris, PE, Canada
Summerside, PE, Canada
PE, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 16, 2026
Posting language: English
Posted: Oct 1, 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’ll be joining CIBC’s Investment Specialist team in Personal and Business Banking. As an Investment Specialist, you’ll work closely with other CIBC Banking Centre employees to build lasting connections with existing clients and provide the right investment planning advice that will enable their financial success. You’ll also facilitate new client relationships by participating in business development activities within the community of banking centres in which you will work.

At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote.

How you’ll succeed

Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to meet with your clients on their schedule, fostering a relationship that will support their lifestyle. Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive planning support to help them achieve their financial goals.
Business Development - Deeply understand your local market and potential client base, working with other members of the banking centre team to build a sales plan that will convert leads into deeper relationships with CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results.
Community Involvement - Heighten CIBC brand awareness in your community by initiating local marketing and outreach activities. Establish local contacts, and partner with community organizations to make an impact. Grow your network while creating lasting connections that will generate future opportunities.

Who you are

You act like an owner. You thrive when you're empowered to take the lead, go above and beyond, and deliver results.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
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're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). You will be required within your first year in the job to complete the: Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC – Quebec based employees only). The CFP or IQPF will also satisfy this requirement.
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

Truro-813 Prince St.

Employment Type

Regular

Weekly Hours

37.5

Skills

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

Apply About employer

More about this job

Responsibilities

The Investment Specialist will build lasting connections with clients to provide personalized investment planning advice and support their financial success. They will also engage in business development and community outreach to grow the client base and enhance the CIBC brand.

Requirements

Candidates must hold a current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). They are also required to complete the Personal Financial Planner (PFP) or Registered Retirement Consultant (RRC) designation within their first year.

Skills

Analytical Thinking
Client Service
Communication
Customer Experience
Financial Advising
Investment Planning
Work Collaboratively
Business Development
Networking
Relationship Building
Sales Planning
Marketing
Community Outreach

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

Investment Specialist
Personal Banking
Business Banking
Mutual Funds License
Canadian Securities Course
Investment Funds In Canada
Personal Financial Planner
CFP
IQPF
Business Development
Client Engagement
Financial Planning
Relationship Management
Networking
Community Involvement
Sales Plan
Banking Centre
Hybrid Work
Investment Advice

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