Find work in Canada.

319,685 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 4 mins ago
C/
Senior Legal Counsel and Assistant Corporate Secretary
CIRO / OCRI
Toronto, ON · Montreal, QC · AB · Vancouver, BC · Calgary, AB
- Full-time
Added 4 mins ago
OT
Senior Manager, Contracts
Open Text Corporation
Waterloo, ON
- Other
Added 19 mins ago
Marketing Specialist
Equitable
Waterloo, ON
Added 48 mins ago
MT
QUALIFIED AUTOMOTIVE TECHNICIAN
Motor Trade Association (MTA)
Hamilton, ON
- Full-time
Added 48 mins ago
PA
Portfolio Manager
Purpose Advisor Solutions
Canada
- Full-time
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 48 mins ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 49 mins ago
D
Product Owner, Financial Crimes
Desjardins
Montreal, QC · Levis, QC
- Full-time
As Product Owner, Financial Crimes, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 49 mins ago
Business Advisor - North York District, ON
Scotiabank
Toronto, ON
Added 49 mins ago
Hydropower Senior Manager - Digital - North America
Hatch
Mississauga, ON
Added 1 hour ago
D
Product Owner, Financial Crimes
Desjardins
Montréal-Ouest, QC
- Full-time
As Product Owner, Financial Crimes, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 3 hours ago
CO
Senior Advisor, Finance Administration
City of Brampton
Brampton, ON
- Full-time
Added 4 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 4 hours ago
AI
BUSINESS AND HUMAN RIGHTS LEGAL ADVISOR AND RESEARCHER (4235)
Amnesty International
Legal, AB
- Full-time
…those that amount to crimes. The primary role of the Legal Advisor and Researcher is to carry out and support investigative research into human rights abuses involving companies, as well as…
Added 4 hours ago
HC
Charge Nurse
Health Careers Canada
Toronto, ON
- Full-time
Added 4 hours ago
HC
Charge Nurse
Health Careers Canada
Toronto, ON
- Full-time
Added 6 hours ago
OT
Lead Automation Architect
Open Text Corporation
Mississauga, ON · Richmond Hill, ON · Waterloo, ON
- Other
Added 6 hours ago
IW
Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 7 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 7 hours ago
A
Business Analyst
Affinity
Burnaby, BC
- Contract
Added 8 hours ago
CO
Corporate Services Financial & Administration Manager
City of Lethbridge
Lethbridge, AB
- Full-time
…service? Do you take pride in helping others understand complex financial information and turn it into clear, practical decisions that serve the community? If collaboration, accuracy, and…
Added 8 hours ago
T
PIA Client Service Associate
TD
Kamloops, BC
- Full-time
Added 8 hours ago
D
Personal Finance Advisor
Desjardins
Rimouski, QC · Caisse Desjardins de Rimouski
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 9 hours ago
MH
Director, Enterprise Project Management Office
Milton Hydro Distribution Inc.
Milton, ON
- Full-time
Added 10 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
…every level and equips us to help our clients achieve their financial…
Added 10 hours ago
AI
Human Resources Business Partner
ATS Industrial Automation
Woodbridge, ON
- Full-time

CIBC

Sr. Financial Planner

Regina, SK, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 16, 2026
Experience: You have a minimum of 5-10 years experience in Full Financial Planning, with some expertise in tax, and legal planning.
Posting language: English
Posted: Oct 2, 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

The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success. The financial planning process reviews the clients’ personal circumstances and objectives, and develops appropriate strategies and solutions to meet both their short term and long term needs.

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.

How You’ll Succeed

Prepare Financial Plans- Provide highly specialized advice and consultation with respect to a broad range of complex financial planning aspects to add value to the client relationship. Offer expertise in strategies and solutions for clients - retirement planning; goal planning; life & wealth protection; milestones & purchases planning; succession planning, and tax planning.
Industry Expertise- Keep up-to-date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation and product platforms in an area that is subject to frequent change. Provide expertise in dealing with high value clients, each with specific needs and circumstances requiring a unique financial analysis and plan to meet their short term and long term financial requirements.
Branch & Sales Support- Promotes financial planning strategies as a way of empowering the Investment Advisors to gather and retain assets, which may be generated by product sales as well as client referrals. Support market activities targeted at developing new external business sources and prospects. Supports IAs in client annual follow-up meetings as it relates to Financial Planning.

Who You Are

You can demonstrate experience as a Financial Planning Specialist. You have a minimum of 5-10 years experience in Full Financial Planning, with some expertise in tax, and legal planning. It is an asset if you have your CPA, LLQP or STEP designations.
You’re a certified professional. You have current CFP or PFP accreditation and in good standing.
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'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.

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 a competitive salary, incentive pay, 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

Regina-1801 Hamilton - 4th

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Investment Products, Portfolio Management, Retirement Planning, Work Collaboratively

Apply About employer

More about this job

Responsibilities

The Financial Planning Specialist works with Investment Advisors to develop comprehensive financial roadmaps and strategies for high-value clients. They provide specialized advice on retirement, tax, and succession planning while supporting business development and client retention efforts.

Requirements

Candidates must have 5-10 years of experience in full financial planning and hold current CFP or PFP accreditation. Professional designations such as CPA, LLQP, or STEP are considered strong assets for this role.

Skills

Financial planning
Tax planning
Retirement planning
Wealth protection
Succession planning
Investment advising
Financial analysis
Market research
Analytical thinking
Client service
Portfolio management
Investment products
Goal planning
Strategic planning

Benefits

Competitive salary
Incentive pay
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
Wealth Management
Tax Planning
Retirement Planning
Succession Planning
Investment Advisors
CFP
PFP
CPA
LLQP
STEP
High-value clients
Financial analysis
Market conditions
Asset retention
Client relationship
Strategic advice
Banking
Financial services
Portfolio management

Report this job