Financial Planning Specialist
CIBC
About this role
The Financial Planning Specialist at CIBC works closely with investment advisors and clients to develop personalized financial roadmaps. The role involves providing expert advice on complex financial strategies to meet clients' short and long-term goals, supporting sales efforts, and maintaining industry expertise.
Skills
Qualifications
About CIBC
cibc.comCIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.
Recent company news
Investing.comCIBC initiates Coeur Mining stock coverage with Outperformer rating
1 day ago
Business WireCIBC Innovation Banking Provides Growth Capital to Gradient AI
1 week ago
PR NewswireGreenPower Announces Closing of CIBC Financing Facilities
Jan 14, 2026
Financial TimesCIBC to redeem 1.96% Debentures due April 21, 2031 (NVCC) – Company Announcement
1 week ago
MarketBeatCibc World Market Inc. Sells 82,359 Shares of Graphic Packaging Holding Company $GPK
3 weeks ago
About CIBC
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for CIBC.
Salary
$101k – $136k
per year
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