Sr. Financial Planner

Canadian Imperial Bank of Commerce; Ottawa; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading Canadian bank seeks a Financial Planning Specialist to collaborate with clients and advisors, creating strategies for financial success. This role requires expertise in financial planning and a CFP accreditation, along with the ability to build strong client relationships and navigate economic trends effectively.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation

Wellbeing support

MomentMakers recognition program

Qualifications

• Experience as a Financial Planning Specialist required.
• CFP accreditation and good standing are mandatory.
• LLQP or STEP designations are assets.

Responsibilities

• Prepare financial plans and provide specialized advice.
• Stay updated on economic trends and provide tailored financial analysis.
• Promote financial planning strategies to support Investment Advisors.

Skills

Client Engagement

Financial Planning

Relationship Building

Economic Expertise

Communication Skills

Education

CFP Accreditation

LLQP or STEP Designation

Job description

Time left to apply: End Date: June 18, 2025 (10 days left to apply)

Job requisition ID: 2507316

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

What You’ll Be Doing

The Financial Planning Specialist works closely with CIBC Wood Gundy Investment Advisors and their clients to establish a roadmap for their future financial success. The financial planning process reviews the clients’ personal circumstances and objectives, and develops appropriate strategies and solutions to meet both their short-term and long-term needs.

At CIBC, we enable the most optimal work environment 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

• Prepare Financial Plans- Provide specialized advice and consultation on complex financial planning aspects to add value to the client relationship. Offer expertise in strategies for retirement, goal planning, life & wealth protection, milestone & purchase planning, succession, and tax planning.
• Industry Expertise- Stay updated on economic and financial environments, current events, market conditions, trends, and legislative changes. Provide expertise in dealing with high-value clients with unique needs requiring tailored financial analysis and planning.
• Branch & Sales Support- Promote financial planning strategies to empower Investment Advisors in asset gathering and retention, supported by product sales and client referrals. Support market activities aimed at developing new business sources and prospects. Assist IAs in client follow-up meetings related to Financial Planning.

Who You Are

• You put our clients first. You engage purposefully to find the right solutions and go the extra mile.
• You're passionate about people. You value relationships, build trust through respect and authenticity, and surround yourself with a diverse network.
• You have experience as a Financial Planning Specialist. LLQP or STEP designations are assets.
• You’re a certified professional. You hold current CFP accreditation and are in good standing.
• Values matter to you. You bring your authentic self to work and embody trust, teamwork, and accountability.

#LI-TA

What CIBC Offers

Your goals are a priority. We focus on your strengths and ambitions, creating opportunities for growth. We offer a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program.

Our spaces and technology facilitate collaboration, and initiatives like Purpose Day support your personal development.

*Subject to plan and program terms and conditions

What You Need to Know

• CIBC is committed to an inclusive environment. If you need accommodation, contact [e-mail]
• You must be legally eligible to work at the specified location(s) and have a valid work/study permit if applicable.
• We may require assessments and skills tests as part of the application process to learn about your capabilities and provide more info about us.

Job Location

Ottawa - 150 Elgin St., #2100