Sr. Financial Planner CIRO-ID

Location: Vancouver, BC, Canada; flexible to work at multiple banking centres within a reasonable travel distance. The portion of on-site and remote work will be discussed during the interview. Banking centre hours may include evenings and weekends.

Company

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

What you will do

• Manage and grow a complex portfolio of personal and business banking clients.
• Create comprehensive financial plans and provide investment, retirement, and credit advice.
• Build client relationships, cultivate networks, generate opportunities, and increase referrals.
• Develop sales plans based on local market trends and potential client bases.
• Coach and mentor advisors while supporting informed, client-focused decisions.
• Deliver CIBC’s Imperial Service approach and exceptional client experiences.

Requirements

• Postsecondary degree or diploma and/or 4 years of relevant experience.
• Current accreditation and good standing for Canadian Investment Regulatory Organization Investment Dealer (CIRO-ID) licensing.
• For Quebec roles: current AMF licensing, CIFC or CSC completion, and Registered Retirement Consultant (RRC) designation.
• Experience in investment, retirement, and credit planning, portfolio management, client service, and relationship building.
• Experience leading, coaching, or developing diverse, high-performing teams.
• Legally eligible to work at the specified location and able to provide a valid work or study permit where applicable.

Nice to have

• CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774).
• CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).

Culture & Benefits

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

Hiring process

• Applications may include an attribute-based assessment and skills tests, such as simulations or French proficiency testing.
• Artificial intelligence tools may be used during recruitment.