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Added 2 mins ago
Associate Planner - Barrie
TD
Barrie, ON
Full-time
3–5 years of experience in banking, financial services, or a client‑facing sales role preferred
Added 2 mins ago
Customer Experience Associate - Bank & Gloucester, Ottawa, Ontario (22.5 hours/week)
Scotiabank
Ottawa, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 mins ago
Customer Experience Associate - West Kelowna, BC (18.75 hours/week) Contract
Scotiabank
ON · Kelowna, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 4 hours ago
Associate, Execution, National Client Group
National Bank of Canada
Toronto, ON
Full-time
Assist Directors by working closely with financial advisors, private equity sponsors and internal banking partners (i.e. derivative hedging, loan syndications and investment banking) to…
Added 17 hours ago
Customer Experience Associate - Orillia Branch (30 hours/week)
Scotiabank
Orillia, ON
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 19 hours ago
Personal Banking Associate Trainee (North York, Central Toronto) - Current and Future Opportunities
TD
Toronto, ON
Full-time
…them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 22 hours ago
Customer Experience Associate - Lakeshore Centre Branch, Kelowna, BC (22.5 hours/week)
Scotiabank
Kelowna, BC
Full-time
…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
Portfolio Associate
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Full-time
1-5 years in roles such in Corporate Strategy, M&A, Private Equity, Operations Management or Investment Banking.
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Personal Banking Associate
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…them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 day ago
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
Toronto, ON
Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 1 day ago
Client Associate (IR licensed) CIBC Wood Gundy
CIBC
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Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 1 day ago
Associate, Commercial Real Estate
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Victoria, BC
Reporting to the Director, Commercial Real Estate, the Associate supports an assigned team of Relationship Managers in the Commercial Real Estate team in the preparation, execution and…
Added 1 day ago
Associate Director, Senior Quality Assurance Tester
Royal Bank of Canada
Montreal, QC
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RBC Capital Markets is a leading global investment banking company dedicated to providing services in banking, finance, and capital markets to corporations, institutional investors, asset…
Added 1 day ago
Associate, Genesis, Client Trading Operations
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Halifax, NS
Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 2 days ago
PIA Client Service Associate
TD
Montreal, QC
Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…
Added 2 days ago
Associate Financial Advisor
CIBC
Lethbridge, AB
Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 2 days ago
Client Associate (IR licensed) Wood Gundy
CIBC
London, ON
Full-time
As a Client Associate, you will work closely with an Investment Advisor at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 2 days ago
Client Associate (IR licensed) Wood Gundy
CIBC
Toronto, ON
Full-time
…portfolios through dedicated relationship management, trusted investment advice and exceptional client service. As a Client Associate, you will work closely with Investment Advisors at CIBC…
Added 2 days ago
Financial Associate Wood Gundy
CIBC
Vancouver, BC
Full-time
…CIBC serving our high net worth clientele. As a Client Support Associate, you will work closely with investment advisors at CIBC Wood Gundy to help manage their portfolios and develop new…
Added 2 days ago
Administrative Associate, Wood Gundy-Bilingual
CIBC
Montreal, QC
Full-time
…portfolios through specialized relationship management, reliable investment advice and exceptional client service. As a Administrative Associate, you will work closely with a team of CIBC…
Added 2 days ago
Licensed Administrative Associate
CI Financial
Cornwall, ON
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As an Administrative Associate, you'll be a trusted partner to the Advisor and an important point of contact for clients. Your responsibilities will include:
Added 2 days ago
Associate Director, Commercial Banking (Corporate Finance Group)
BMO
Toronto, ON · FCP
The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate clients operating in diversified industries.…
Added 2 days ago
Wealth Associate
National Bank of Canada
Oakville, ON
Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 2 days ago
Associate
RBC
Vancouver, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 2 days ago
PIA Client Service Associate
TD
Brampton, ON
Full-time
…so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of…

CIBC

Associate Financial Advisor

Lethbridge, AB, Canada

Job type: Full-time
Apply by: Oct 3, 2026
Experience: You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
Posting language: English
Posted: Sep 22, 2026

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Original 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 work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple, personalized solutions that will help them achieve their financial goals. You’ll manage, either individually or as part of a team, a portfolio of mortgage clients where the focus is on deepening the client relationship.

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 engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Ensure clients’ investment, financial and credit related needs are met by providing a comprehensive retail banking offer or by making a formal introduction to the appropriate Imperial Service and Business Banking colleagues.
Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
Business development - Create relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners. Call both existing and potential clients to identify opportunities for future growth and revenue. Engage in community and banking centre events such as business development events, client acknowledgement programs and client appreciation day to create and enhance CIBC presence and gain market share.
Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.
You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
You’re a certified professional. You have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and must meet eligibility requirements for CIRO-MFD licensing. It’s an asset if you have current accreditation and good standing in CFSA (Certificate of Financial Services Advice).
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 Mailbox.careers-carrieres@cibc.com
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.

Job Location

Lethbridge-380 University Dr,2

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

Apply About employer

More about this job

Responsibilities

You will manage a portfolio of personal and small business clients to provide personalized financial solutions and comprehensive financial plans. Additionally, you will engage in business development and networking activities to grow the client base and deepen existing relationships.

Requirements

Candidates must have 2-3 years of experience in providing financial advice and achieving sales results. You are required to hold a Mutual Funds License and meet eligibility requirements for CIRO-MFD licensing.

Skills

Client service
Financial planning
Relationship building
Business development
Sales
Networking
Retail banking
Mortgage management
Digital literacy
Mobile banking applications
Critical thinking
Communication
Mutual funds
Investment advice
Credit services

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Retail Banking
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Business Development
Relationship Management
Mortgage
Financial Planning
Mobile Banking
Networking
Sales
Client Engagement
Portfolio Management
Banking Centre
Credit Services
Investment Advice
Customer Experience

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