Financial Planner II

CIBC US

. Manage and grow a dedicated client portfolio through relationship management .

Posted 11/9/2026full-timeBrampton • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and financial planning, leveraging advanced tools to provide tailored investment advice and exceptional client service. Proven ability to cultivate networks and develop local-market sales strategies to enhance client acquisition and brand awareness.

Highest-signal resume keywords

Registered Representative (RR)Personal Financial Planner (PFP)Certified Financial Planner (CFP)Investment SolutionsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment AdviceSales Strategy DevelopmentNeeds-Based ApproachClient Portfolio Management

Soft Skills

Relationship BuildingNetworkingClient EngagementExceptional Client ServiceCommunication

Tools & Technologies

CIBC ToolsFinancial Planning Software

Certifications & Qualifications

Registered Representative (RR)Personal Financial Planner (PFP)Certified Financial Planner (CFP)Qualified Associate Financial Planner (QAFP)AMF Licensing

Industry Keywords

Canadian Investment Regulatory OrganizationInvestment DealerCanadian Investment Funds Course (CIFC)Canadian Securities Course (CSC)Registered Retirement Consultant (RRC)

About the role

Key responsibilities & impact

Manage and grow a dedicated client portfolio through relationship management
Create comprehensive financial plans and provide exceptional client service
Deliver CIBC’s Imperial Service approach for a large portfolio
Proactively engage new and existing clients to understand their goals
Build financial plans using advanced CIBC tools
Provide advice to support well-informed client decisions
Focus on each client experience and deliver trusted investment advice
Cultivate networks to establish new client relationships
Develop a local-market sales plan to convert leads into new clients
Use relationship-building and networking to create opportunities and deliver results
Leverage credit and investment solutions through a needs-based approach
Attend local events and participate in marketing and outreach activities
Increase CIBC brand awareness and generate future opportunities

Requirements

What you’ll need

Postsecondary degree/diploma and/or 4 years of relevant experience
Current accreditation and good standing as a Registered Representative (RR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
Personal Financial Planner (PFP), Certified Financial Planner (CFP), or Qualified Associate Financial Planner (QAFP) designation
For Quebec roles: current accreditation and good standing in AMF licensing
For Quebec roles: successful completion of the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) to support AMF licensing
For Quebec roles: Registered Retirement Consultant (RRC)
CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790) are assets
Flexibility to work banking centre hours, including evenings and weekends
Flexibility to work at multiple banking centres within a reasonable travel distance
Legally eligible to work at the specified location(s)
Valid work or study permit where applicable
May be required to complete an attribute-based assessment and other skills tests

Benefits

Comp & perks

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers social, points-based recognition program
Purpose Day: a paid day off dedicated to personal growth and development
Accessible candidate experience and accommodation support