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Added 2 mins ago
A
Management Consultant - Retail
Accenture
Toronto, ON
- Full-time
…communities around the world. The sheer scale of our capabilities and client engagements and the way we collaborate, operate, and deliver value provides an unparalleled opportunity to grow…
Added 5 mins ago
SL
Resource Team Leader
Sun Life
AB
- Full-time
…Centre Administrators. The RTL’s goal is to enable Advisors, Advisor staff and managers, in identifying learning needs and delivering defined Sun Life requirements, tools, technology, and…
Added 5 mins ago
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Advisor, Securities
Desjardins
Rivière-du-Loup, QC
- Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 5 mins ago
M
Market Research Manager, Americas | Toronto
master-TMS
Toronto, ON
- $100,000 to $105,000 CAD / year
Partner with consultants to define project objectives, scope, and research design that align with the client's business needs.
Added 6 mins ago
ML
Associate Lawyer - Corporate Commercial
McKercher LLP Family Law Sask
Regina, SK
- Full-time
Are you a Corporate Commercial lawyer with experience acting as a key advisor to private corporations, large institutions, public entities, and crown corporations? Do you want to work in a…
Added 6 mins ago
FI
Artificial Intelligence Engineer
Flexstaf I.T. Inc.
Canada
- Contract
Act as a trusted technical advisor to client stakeholders.
Added 6 mins ago
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Senior Implementation Consultant
Nakisa
Montreal, QC
- Full-time
…business challenges into working solutions. You'll be the senior advisor clients rely on through delivery. You'll help Sales scope complex deals before they close, so projects start on…
Added 6 mins ago
RH
Senior System Administrator
Robert Half
Newmarket, ON
- $115,000 to $135,000 CAD / year
- Full-time
Acting as a trusted technology advisor to leadership and business stakeholders
Added 22 mins ago
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SENIOR BUSINESS ADVISOR, OPERATIONS - Montreal and North Shore
BDC
Saint-Jean-sur-Richelieu, QC · St-Jean-sur-Richelieu
- Full-time
The Senior Business Advisor, Operations, delivers both standard and customized consulting projects within the Operations department. This position focuses on providing professional,…
Added 38 mins ago
DI
Insurance Financial Advisor
Desjardins Insurance
Barrie, ON
- Full-time
Respond to client questions and concerns including: coverages, policy changes, claim submissions, billing concerns, etc.
Added 38 mins ago
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Contract Account Manager
GreenShield
Toronto, ON
- $74,269 to $92,837 CAD / year
- Contract
This position of Account Manager- Contract (12 months) will report to the Director, Growth & Client Service in the following capacities:
Added 38 mins ago
MR
Lead Electrical Engineer/Partner
Meridia Recruitment Solutions, a KBRS Company
Bedford, NS
- Full-time
Strong client-facing and relationship-building skills, with the ability to serve as a trusted technical advisor, communicate effectively with clients and stakeholders, understand their…
Added 38 mins ago
TP
Renewable Energy Project Engineer
The Planet Group
Montreal, QC
- $130,000 to $140,000 CAD / year
- Full-time
Added 39 mins ago
Director & Head, Global GTB Sales Execution and Business Management - Toronto
Scotiabank
Toronto, ON
As a senior advisor to the Global Head of GTB Sales, the Director provides the insight, constructive challenge, and execution leadership required to accelerate revenue, deposit, fee,…
Added 39 mins ago
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Personal Insurance Sales Advisor
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Oakville, ON · Markham, ON · Newmarket, ON
- Full-time
We are looking for a Personal Insurance Advisor to join our sales team on a Permanent Full-Time basis!
Added 39 mins ago
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Personal Insurance Sales Advisor
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- Full-time
We are looking for a Personal Insurance Advisor to join our sales team and work out of our Halifax, NS office on a Permanent Full-Time Basis!
Added 39 mins ago
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Personal Insurance Advisor
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- Full-time
We are looking for a Personal Insurance Advisor to join our growing team at BrokerLink!
Added 39 mins ago
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Entry Level Personal Insurance Advisor
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AB
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We are looking for a Entry Level Personal Insurance Advisor to join our Sales Team in Edmonton, AB on a Permanent Full Time Basis!
Added 39 mins ago
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Commercial Insurance Advisor - IBU Service team
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We are looking for a Commercial Insurance Advisor to join our Commercial IBU Service team in New Brunswick!
Added 39 mins ago
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Personal Insurance Advisor
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Added 39 mins ago
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CI Advisor I
BrokerLink
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We are looking for a Commercial Insurance Advisor to join our team in St. John's, NL on a Permanent Full Time Basis!
Added 39 mins ago
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BL Position 407
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We are looking for a Personal Insurance Advisor to join our growing team!
Added 39 mins ago
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Entry Level Personal Insurance Advisor
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We are looking for an Entry Level Personal Insurance Advisor to join our growing Service Team in Edmonton, AB on a Permanent Full Time Basis!
Added 39 mins ago
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Personal Insurance Sales Advisor
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We are looking for a Personal Insurance Advisor to join our sales team on a permanent full-time basis and join our growing team!
Added 39 mins ago
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Entry Level Personal Insurance Advisor
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CIBC

Associate Financial Advisor

Markham, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 14, 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: Oct 6, 2026

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

Markham-7021 Markham Road

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 retail banking advice. 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 (Canadian Securities Course or Investment Funds in Canada) and eligibility for CIRO-MFD licensing are required.

Skills

Client engagement
Financial planning
Relationship building
Business development
Networking
Sales
Mobile banking
Critical thinking
Mutual funds
Retail banking
Credit analysis
Portfolio management
Customer service
Communication
Digital literacy

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

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