edmonton, ab planning Jobs – 127 Openings This Week

Financial Planner - CIRO-ID
CIBC —Edmonton, AB
- Full-time
- In-person
Financial Planning Specialist
Royal Bank of Canada —Edmonton, AB
- Full-time
- Microsoft Office
- Analysis skills
- Communication skills
Service Shop Manager
Motion Industries (MOT) —Nisku, AB
- Full-time
- Management
- Supervising experience
- Computer skills
Quick apply
Production Supervisor (Weekday & Weekend Nights)
Johnson Controls —Nisku, AB
- $71,000–$96,000 a year
- Weekends only
- Inventory control
- Customer service
- Supervising experience
- Designated paid holidays
- Dental care
Production Manager
Industries Polykar —Edmonton, AB
- Management
- Engineering
- ERP systems
- Disability insurance
- Dental care
Manufacturing Operations Manager
Volant Products —Edmonton, AB
- Overtime
- Continuous improvement
- In-person
- Manufacturing
- Profit sharing
- Wellness program
Quick apply
4d
Analyste Principal.e en Planification des Effectifs - Prévisions à long terme
Intact —Edmonton, AB
- $69,200–$84,600 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Excel
- English
- Wellness program
5d
Production Supervisor (Journeyman Electrican)
Johnson Controls —Nisku, AB
- Full-time
- Inventory control
- Customer service
- Supervising experience
4d
Journeyman Welder Lead
Johnson Controls —Nisku, AB
- $67,000–$84,000 a year
- Full-time
- Inventory control
- Customer service
- Supervising experience
Electrician Lead
Johnson Controls —Edmonton, AB
- Full-time
- Inventory control
- Customer service
- First Aid Certification
Production Supervisor (Journeyman Welder - Weekend Nights)
Johnson Controls —Nisku, AB
- $71,000–$96,000 a year
- Weekends only
- Inventory control
- Customer service
- Supervising experience
- Designated paid holidays
- Dental care
Vice President, Tax & Estate Planning
Richardson Wealth Ltd —Edmonton, AB
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Rail Operations Planner
Metrolinx —Canada
- $82,683 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
23h
Financial Planning and Analysis Manager
Groupe d'assurance South Western —Canada
- $110,000–$130,000 a year
- Contract
- Remote
- Bilingual
- Microsoft Excel
- ERP systems
- Wellness program
- Disability insurance
Quick apply
Manager, Bus Operations Planning
Metrolinx —Canada
- $123,026 a year
- Full-time
- Analysis skills
- Project management
- Organizational skills
11d
Co-op, Service & Operational Planning
Metrolinx —Canada
- $21.77 an hour
- Full-time
- Communication skills
4d
Data & Reporting Specialist (Workforce Planning)
Metrolinx —Canada
- $82,683 a year
- Full-time
- Microsoft Excel
- Azure
- Computer Science
14d
Transportation Planner
Metrolinx —Canada
- $82,683 a year
- Full-time
- Research
- SQL
- Analysis skills
8d
Primavera P6 Scheduler/Planner
Morson Talent (Canada & USA) —Canada
- $68.60 an hour
- Contract
- Microsoft Excel
- Master's degree
- Project management
- Work from home
Quick apply

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Financial Planner - CIRO-ID

CIBC -
Edmonton, AB

Apply Now

Job details

Full-time

Qualifications

French
Post-secondary education
CSC

Full job description

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

As a member of the Personal and Business Banking Team, you’ll manage and grow a complex client portfolio through key relationship management, creating comprehensive financial plans and providing 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 to secure their futures, own homes, and set up businesses. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (portion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Enhance relationships by delivering trusted investment advice and creating complex financial plans. Cultivate your network to establish new client relationships.
Business expertise - Become an expert in local market trends and potential client bases, create a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage your experience in investment, retirement, and credit planning to provide a comprehensive and personalized plan that will result in satisfied, loyal clients and increased referrals.
Leading and mentoring - As a seasoned financial professional, provide coaching and support to a team of advisors. Work as one team and support the team as they make informed choices that benefit both the client and CIBC.

Who you are

You put our clients first . You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
Your influence makes a difference . You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You act like an owner . You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You are a caring and accountable leader . You're passionate about developing and coaching to bring out the best in people. You have led diverse, high performing teams.
You’re goal oriented . You’re motivated by accomplishing your goals and delivering your best to make a difference.
You're motivated by collective success . You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
You have a postsecondary degree/diploma and/or 4 years of relevant experience.
You’re a certified professional. Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You have current accreditation and good standing for CIRO-ID licensing.
You’re a certified professional (Quebec) . You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Apply Now

Refine Your Search

planning jobs in edmonton, ab

Financial Planner - CIRO-ID

Financial Planning Specialist

Service Shop Manager

Production Supervisor (Weekday & Weekend Nights)

Production Manager

Manufacturing Operations Manager

Analyste Principal.e en Planification des Effectifs - Prévisions à long terme

Production Supervisor (Journeyman Electrican)

Journeyman Welder Lead

Electrician Lead

Production Supervisor (Journeyman Welder - Weekend Nights)

Vice President, Tax & Estate Planning

Rail Operations Planner

Financial Planning and Analysis Manager

Manager, Bus Operations Planning

Co-op, Service & Operational Planning

Data & Reporting Specialist (Workforce Planning)

Transportation Planner

Primavera P6 Scheduler/Planner

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