Financial Planning Consultant
CIBCBrampton, Ontario, Canada
Posted March 18, 2026
Full Time
About the Company
CIBC delivers reliable financial services focused on customer success and innovative banking solutions.
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. To learn more about CIBC, please visit CIBC.com. You will be part of CIBC’s Financial Planning and Advice team, which offers comprehensive financial planning and specialized wealth planning strategies to CIBC’s clients.
Requirements
- 7 - 10 years of financial advisory/sales experience with high net worth clients
- Extensive investment knowledge and expertise and strong understanding of markets
- Certified Financial Planning (CFP) designation (CFP) with Financial Planning Canada or IQPF designation in Quebec
- Canadian Securities Course (CSC) completion and Practices Handbook Course (CPH) is an asset
- Status of Registered Representative (if required) or status of IIROC
- Knowledge of industry, economic and market impact on the business, legislation, competitors, regulators, trends, etc.
Benefits
- Competitive compensation
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
