Financial Planner II

CIBC US

Financial Planner managing dedicated client portfolios and providing financial advice at CIBC. Engaging with clients for relationship management and comprehensive financial planning.

Posted 6/14/2026full-timeAurora • 🇨🇦 CanadaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service.
You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools, and give them the right advice to help them make well-informed choices for their future.
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.
At CIBC we enable the work environment most optimal for you to thrive in your role.

Requirements

What you’ll need

You have a postsecondary degree/diploma and/or 4 years of relevant experience.
You are a certified professional.
You have current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
You must also have your Personal Financial Planner (PFP) designation or Certified Financial Planner (CFP) designation, or Qualified Associate Financial Planner (QAFP) designation.
You’re a certified professional (Quebec).
You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC).
It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Benefits

Comp & perks

Competitive salary
incentive pay
banking benefits
a benefits program*
defined benefit pension plan*
an employee share purchase plan
a vacation offering
wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningrelationship managementclient serviceinvestment knowledgetaxation fundamentalslegal aspects of financial planning

Soft Skills

flexibilitycommunicationclient engagementgoal understanding

Certifications

Registered Representative (RR)Personal Financial Planner (PFP)Certified Financial Planner (CFP)Qualified Associate Financial Planner (QAFP)AMF licensingCanadian Investment Funds Course (CIFC)Canadian Securities Course (CSC)Registered Retirement Consultant (RRC)CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774)CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)