Financial Planning Advisor

You can demonstrate superior financial planning skills and proven success in developing comprehensive financial plans for HNW and UHNW clients.

You put our clients first.

You have extensive experience working with High Net Worth clients.

Additional designations such as LLB, TEP, and FEA are considered an asset.

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

We use artificial intelligence tools during the recruitment process.

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 competitive compensation, 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

High net worth clients often require additional expertise due to their level of wealth and the complexities involved.

You will be working as part of a leading Wealth Management practice to understand the unique and complex needs of their high net worth clients, and offer recommendations to optimize and grow the clients’ wealth.

Financial Planners develop a holistic and integrated wealth management strategy – one that combines investment management, estate planning, tax planning, and retirement planning strategies amongst others so they all work together to achieve your clients’ goals.