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Added 1 hour ago
TW
Financial Advisor, Investments
Thrive Wealth Management
Saskatoon, SK
- Full-time
As a full-time Financial Advisor, Investments at Kensington Branch, Saskatoon, SK, you will be responsible for understanding the financial goals of your assigned portfolio of members and…
Added 1 hour ago
TW
Financial Advisor - Temporary
Thrive Wealth Management
Whitewood, SK
- Full-time
…about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and…
Added 1 hour ago
TW
ON HOLD - Financial Services Advisor II
Thrive Wealth Management
Indian Head, SK
- Full-time
As a full-time Financial Services Advisor II (FSA II), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 1 hour ago
TW
Financial Services Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as our Financial Service Representative in Regina. You will be the first point of contact for members and will provide…
Added 1 hour ago
TW
Member Advisor
Thrive Wealth Management
Macklin, SK
- Full-time
…program! This is an excellent opportunity for the customer service focused professional who has experience in retail, hospitality, or financial services. We are looking to fill a temporary…
Added 1 hour ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
…about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and…
Added 1 hour ago
TW
Financial Advisor - Various Levels
Thrive Wealth Management
La Ronge, SK
- Full-time
…about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and…
Added 1 hour ago
TW
Farm and Business Advisor
Thrive Wealth Management
Tisdale, SK
- Full-time
…about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and…
Added 1 hour ago
TW
Member Advisor
Thrive Wealth Management
Kindersley, SK
- Full-time
We’re looking for an agile member-service ambassador to come on board as a temporary full-time Member Advisor working on-site at our Kindersley, SK branch. this opportunity commences…
Added 1 hour ago
TW
Financial Services Advisor I
Thrive Wealth Management
Emerald Park, SK
- Full-time
As a full-time Financial Services Advisor I (FSA I), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 1 hour ago
TW
Senior Financial Advisor
Thrive Wealth Management
Saskatoon, SK
- Full-time
…about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and…
Added 1 hour ago
TW
Financial Advisor (October Approvals)
Thrive Wealth Management
Regina, SK
- Full-time
…about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and…
Added 1 hour ago
TW
Financial Advisor
Thrive Wealth Management
Moose Jaw, SK
- Full-time
As a full-time Financial Advisor in Moose Jaw, you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound financial…
Added 1 hour ago
TW
Senior Financial Advisor
Thrive Wealth Management
Moose Jaw, SK
- Full-time
As a temporary full-time Senior Financial Advisor in Moose Jaw, Saskatchewan, you are responsible for understanding the financial goals of your assigned portfolio of members and supporting…
Added 1 hour ago
TW
Receptionist
Thrive Wealth Management
Yorkton, SK
- Full-time
We’re looking for a friendly, member-focused person to come on board as our temporary full-time Receptionist at our Yorkton branch until December 31, 2027.
Added 1 hour ago
TW
Financial Services Advisor I
Thrive Wealth Management
Tisdale, SK
- Full-time
As a full-time Financial Services Advisor I (FSA I), you are responsible for understanding our members’ financial goals and supporting their achievement through the provision of sound…
Added 1 hour ago
TW
Financial Advisor, Lending
Thrive Wealth Management
Regina, SK
- Full-time
…about providing insightful content, tools, expert advice, and a full suite of products to inspire confidence in their financial decision-making. We prioritize performance excellence, and…
Added 1 hour ago
TW
Associate, Financial Services - Temporary
Thrive Wealth Management
Regina, SK
- Full-time
This is a full-time temporary position until April 30, 2027. We are open to considering candidates in all locations across Saskatchewan. Depending on the location of work, union membership…
Added 17 hours ago
GF
Representative, District Sales (Windsor)
Gordon Food Service
Windsor, ON
- Full-time
Consultative Sales: Serve as a food service advisor, providing system design guidance and GFS value-added solutions.
Added 19 hours ago
IK
Service Advisor - Temporary
Inland Kenworth
Prince George, BC
- Full-time
- Temporary
Please note that this is a temporary full-time position.
Added 23 hours ago
IF
Conseiller(ère) au service à la clientèle |Québec
Impact Fulfillment Services
Ottawa, ON · Vanier, ON
- Full-time
Vous êtes reconnu(e) pour votre excellent service à la clientèle, votre sens de l'organisation et votre capacité à gérer plusieurs priorités ?
Added 1 day ago
CO
Emergency Planning Manager (FT, Permanent)
City of Dawson Creek
Dawson Creek, BC
- Full-time
The City of Dawson Creek invites applications for a full-time Emergency Planning Manager. Reporting to the Deputy Fire Chief, the Emergency Planning Manager is responsible for the strategic…
Added 1 day ago
EC
Service Advisor
East Court Ford Lincoln | #ECFord
Toronto, ON · Scarborough, ON
- Full-time
Role Description The Service Advisor is a full-time, on-site role based in Scarborough, ON, responsible for being the main point of contact between customers and the service department.…
Added 1 day ago
Car Parts Advisor - Toyota
The Jim Pattison Auto Group
Victoria, BC
Schedule: This is a full-time, permanent position of 40 hours per week.
Added 1 day ago
Fixed Operations Manager - Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
We are seeking an experienced, results-driven Fixed Operations Manager to lead, direct, and grow our Parts and Service departments. This executive leadership role is responsible for the…

Closed listing

CIBC

Associate Financial Advisor (12-month)

Toronto, ON, Canada

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Oct 1, 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

Archived listing. The details below describe a past opening.

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

Toronto-946 Lawrence Ave E

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

About employer

More about this job

Responsibilities

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

Requirements

You must have 2–3 years of experience in providing financial advice and achieving sales results. A valid Mutual Funds License and eligibility for CIRO-MFD licensing are required.

Skills

Client service
Financial planning
Relationship building
Business development
Networking
Sales
Mutual funds
Credit analysis
Retail banking
Mobile banking
Critical thinking
Communication
Portfolio management
Mortgage advising
Market share growth

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

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