Financial Planning Consultant

About the Role

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.

As a CIBC Financial Planning Consultant, you will be part of CIBC’s Financial Planning and Advice team. The team 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. You will be accountable for providing expert financial planning counsel that specializes in wealth management solutions while working in partnership with CIBC banking centre‑based advisors for their clients. Each consultant will hold the Certified Financial Planning designation (CFP) with Financial Planning Canada, and in Quebec the Quebec designation (IQPF).

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