Financial Planner II (CIRO-ID)

Location: On-site full-time at Sudbury-Southridge Mall, Sudbury, Ontario, Canada. The role may require work at multiple banking centres within a reasonable travel distance, including evenings and weekends.

Company

CIBC is a relationship-oriented bank providing financial planning, investment, lending, and client banking services.

What you will do

• Manage and grow a dedicated client portfolio through relationship management and exceptional client service.
• Develop comprehensive financial plans using CIBC tools and provide trusted investment advice.
• Engage new and existing clients to understand their goals and recommend credit and investment solutions.
• Create sales plans based on the local market, convert leads, and generate referrals.
• Build community connections through local events, marketing, and outreach activities.

Requirements

• Postsecondary degree or diploma and/or four years of relevant experience.
• Current accreditation and good standing as a Registered Representative with CIRO Investment Dealer.
• Personal Financial Planner, Certified Financial Planner, or Qualified Associate Financial Planner designation.
• Legally eligible to work in Canada at the specified location; a valid work or study permit may be required.
• Flexibility to work banking centre hours, including evenings and weekends, and at multiple nearby banking centres.

Nice to have

• For Quebec roles: AMF licensing, CIFC or CSC completion, and Registered Retirement Consultant designation.
• CSI/ICB Investment and Taxation Fundamentals Course - Quebec or Legal & Ethical Aspects of Financial Planning Course completion.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, a benefits program, and a defined benefit pension plan.
• Employee share purchase plan, vacation, wellbeing support, and employee recognition programs.
• Professional growth and development opportunities, including a paid Purpose Day.
• Inclusive workplace with accessible candidate support.

Hiring process

• The process may include an attribute-based assessment and other skills tests, including a French proficiency assessment where applicable.
• Artificial intelligence tools may be used during recruitment.