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How do I get access to the CIBC financial planner?

Find out how to get access to the financial planner from CIBC

To get access to the CIBC financial planner a customer of the bank should:

  1. log in to online banking
  2. switch to the left rail
  3. click CIBC the GoalPlanner under Interac e-Transfer
  4. follow the prompts

Using the service, you can get up-to-date expert advice and analytics necessary for building long-term investment plans.

If you have additional questions, please call 1-888-839-7298.

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