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Added 3 mins 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 1 hour 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 1 hour 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 1 hour 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 2 hours ago
A
Consultant - Delivery Lead, Health Solutions
Aon
Toronto, ON
- Full-time
Support RL/finance with revenue recognition in Client Planner
Added 2 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 3 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 3 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 .
Added 3 hours ago
CM
Associate Media Planner
Critical Mass
Toronto, ON
- Full-time
As an Associate Media Planner, you are eager to dive into the world of media trafficking, reporting and implementation, and hit the ground running with support from the Media team. With…
Added 3 hours ago
BC
Senior Material Planner
Babcock Canada Inc.
Victoria, BC
- Full-time
…you require accommodation during any stage of our recruitment process, please let us know how we can assist…
Added 3 hours ago
C
Banking Centre Leader I - Intake
CIBC
Maple, ON · Richmond Hill, ON
- Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 3 hours ago
C
Banking Centre Leader III - Intake
CIBC
Richmond Hill, ON
- Full-time
…Wealth Management Essentials (WME); or Certified Financial Planner…
Added 5 hours ago
A
Repair Planner - Excellence Auto Collision - Midwest
AutoCanada
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
As a Repair Planner, you will play a crucial role in assessing vehicle damage and providing accurate cost estimates for repairs. You will work closely with customers, insurance adjusters,…
Added 5 hours ago
C
Sr. Financial Planner
CIBC
Regina, SK
- Full-time
…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…
Added 5 hours ago
CB
Project Coordinator
Clark Builders
Yellowknife, NT
- Full-time
…Manager(s) and Superintendent in all aspects of the construction process including monitoring project plans, schedules, organizing and participating in stakeholder meetings, and ensuring…
Added 5 hours ago
Assistant Planner
Sephora
Toronto, ON
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 6 hours ago
CB
Project Coordinator
Clark Builders
Yellowknife, NT
- Full-time
…Manager(s) and Superintendent in all aspects of the construction process including monitoring project plans, schedules, organizing and participating in stakeholder meetings, and ensuring…
Added 6 hours ago
TM
Shunt Truck Driver / Route Planner
thyssenkrupp Materials NA
Concord, ON
- Full-time
The Shunt Truck Driver / Route Planner is responsible for the safe movement of trailers, materials, and equipment within the facility yard while coordinating transportation routes to ensure…
Added 6 hours ago
TT
Development Coordinator (13713)
Toronto Transit Commission (TTC)
Toronto, ON · Greater Toronto Area, Canada
- $115,570 to $144,526.2 CAD / year
- Temporary
Registered Professional Planner (RPP) designation through the Ontario Professional Planners Institute (OPPI) is required.
Added 6 hours ago
B
Maintenance Planner/Scheduler - Regina
BASF
Regina, SK
- Full-time
We are looking for a Maintenance Planner/Scheduler to join our Agricultural Solutions team in Regina,SK.
Added 6 hours ago
KE
Production Planner
Kitchener Executive Consultants Inc
Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
- Full-time
…organization in their search for an experienced Production Planner. This is a highly visible role within the organization that will have a direct impact on customer satisfaction,…
Added 6 hours ago
Associate Wealth Advisor
The Canada Life Assurance Company
Calgary, AB
…willing to learn and perform all the functions of a financial planner while being mentored by a seasoned…
Added 6 hours ago
Buyer/Planner
Canadian Blood Services
Calgary, AB · Brampton, ON · Ottawa, ON · Toronto, ON
We recommend you save a copy of the job posting for reference throughout the recruitment process.
Added 7 hours ago
DH
Assistant Banquet Manager
Delta Hotels and Resorts®
Charlottetown, PE
- Full-time
Ensures employee awareness of the event phase portion of the Meeting Planner Survey and Guest Satisfaction Scores.
Added 7 hours ago
D
Financial Planner, Development
Desjardins
Trois-Rivières, QC
- Full-time
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the…

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

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