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Senior Financial Planner - CIRO-MFD/AMF

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CIBC
📍 montreal (administrative region), Canada
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Location montreal (administrative region)
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Posted June 16, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

What You'll Be Doing

As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio by key relationship management, creating comprehensive financial plans and supplying exceptional client service. As a Senior Financial Planner, you’ll expertly deliver on CIBC's Imperial Service approach, taking responsibility for a large portfolio, and helping clients plan for today’s needs and tomorrow’s goals. You’ll mentor a team of advisors to problem solve and provide comprehensive financial advice, help clients secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends, and to work at multiple banking centers within a reasonable travelling distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How You'll Succeed

  • Client enga...

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📍 Location Details

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City
montreal (administrative region)
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Country
Canada
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Commute
Local Area

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