CIBC

Financial Services

FinancialPlanner

CA$115–165k ~AI est. Calgary, Alberta, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Financial Planner at CIBC. Skills: Financial planning, Wealth management, Investment strategies. Provide expert financial planning counsel. Specialize in wealth management solutions”

Industry & Context.

Financial Services
Problems you'll solve

Optimize financial planning strategies

What They're Looking For.

Must Have

7 - 10 years of financial advisory/sales experience, Postsecondary degree/diploma, 4 years of relevant experience, Accreditation and good standing as a Registered Representative (RR) with CIRO-ID, CFP upon hire, Accreditation and good standing in CIRO-MFD licensing, Successful completion of CIFC or CSC to support AMF licensing, Registered Retirement Consultant (RRC)

Nice to Have

Completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774), Completed CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790)

What You'll Do.

Provide expert financial planning counsel

Specialize in wealth management solutions

Partner with CIBC banking centre based advisors

Engage clients in discovery advice conversation

Understand client priorities and family dynamic

Analyze client financial situation

Analyze investment portfolios

Align recommendations to client goals

Prepare holistic financial plans

Present holistic financial plans

Provide clients insights on economic environment

Provide clients insights on market environment

Educate Advisors and relationship managers

Convey factual information

Convey conceptual information

Share results of client discussions

Coordinate delivery of products/services

Make referrals to CIBC subsidiaries

Identify current High Value Clients

Identify potential High Value Clients

Conduct information sessions for relationship managers

Conduct seminars for relationship managers

How You'll Work.

Team & Collaboration

Partnership with advisors; Work with relationship managers; Team with relationship managers

Communication Scope

Presentation skills; Interactive skills

Full 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](https://www.cibc.com/en/about-cibc.html) **What you’ll be doing** 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, including estate planning, business transition planning, tax minimization strategies, protection planning and philanthropy. As a CIBC Financial Planning Consultant, you will be accountable for providing expert financial planning counsel that specializes in wealth management solutions working in partnership with CIBC banking centre based advisors for their clients. The team operates within the Canadian Investment Regulatory Organization (CIRO). Each Financial Planning Consultant will be accredited with their Certified Financial Planning designation (CFP) with Financial Planning Canada and in Quebec the (IQPF) designation. 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** * **Product Knowledge and Support –** Provide subject matter expertise of industry, economic and market impact on the business, legislation, competitors, regulators, trends, etc. typically acquired through 7 - 10 years of financial advisory/sales experience with high net worth clients. Extensive investment knowledge and expertise and strong understanding of markets sufficient to respond to detailed and complex inquiries from a sophisticated, knowledgeable and high net-wo

Free ATS check

Applying for this Financial Planner role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about CIBC?

Real rants from real employees. Read before you apply.

Read Company Rants →