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Added 52 mins ago
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HSE Advisor
AtkinsRéalis
Toronto, ON
- Full-time
The HSE Advisor will assist the Regional HSE Manager in the development, implementation, and ongoing maintenance of health, safety, and environmental (HSE) programs and initiatives across…
Added 1 hour ago
X
Account Executive
XTM
Montreal, QC
- Full-time
Build and maintain long-term relationships with key clients, becoming a trusted advisor and driving customer satisfaction
Added 1 hour ago
RU
Senior Associate, Process Risk and Controls
RSM US LLP
Toronto, ON
- Full-time
Develop an understanding of client industries and business environments to become a trusted advisor.
Added 1 hour ago
A
Employee Relations Advisor
Arcadis
Toronto, ON
- Full-time
This position will serve as a trusted advisor to all Arcadians, providing local expertise, proactive solutions, and quality support for all employee relations matters. This role will be…
Added 1 hour ago
DC
Civil Land Development Engineer
Dillon Consulting Limited
Calgary, AB
- Full-time
…both internal and external stakeholders? Are you a trusted advisor and a problem solver? If you enjoy entrepreneurship and innovation in a flexible work environment, this opportunity is for…
Added 2 hours ago
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Client Advisor
RBC
Scugog, ON
- Full-time
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Added 2 hours ago
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Specialist, Business Development, Newcomers
RBC
Montreal, QC
- Full-time
Applying the Together at RBC principle as an advisor, you possess extensive expertise in providing advice in everyday banking, investments, and credit, leveraging this expertise to offer…
Added 2 hours ago
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Investment Advisor
RBC
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 2 hours ago
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Client Advisor
RBC
Bridgewater, NS
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
R
Banking Advisor
RBC
Sault Ste. Marie, ON
- Full-time
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Added 2 hours ago
R
Banking Advisor
RBC
Moosomin, SK
- Full-time
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Added 2 hours ago
R
Client Advisor
RBC
Kenora, ON
- Full-time
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Added 2 hours ago
R
Client Advisor
RBC
Thunder Bay, ON
- Part-time
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Added 2 hours ago
R
Client Advisor
RBC
Flin Flon, MB
- Full-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
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Client Advisor
RBC
Virden, MB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
XI
Account Executive
XTM International
Remote, Canada
- Full-time
- Remote
Build and maintain long-term relationships with key clients, becoming a trusted advisor and driving customer satisfaction.
Added 2 hours ago
RB
Associate Wealth Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 2 hours ago
RB
Associate Investment Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 3 hours ago
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Indirect Tax – Recovery, Senior Manager (Bilingual FR/EN)
PwC
Toronto, ON · Ottawa, ON · Montreal, QC · Quebec, QC · Halifax, NS
- Full-time
Building and maintaining strong, long-term client relationships and acting as a trusted advisor who proactively supports clients with their indirect tax needs
Added 3 hours ago
Human Resources Manager
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
Serve as a trusted people advisor to the Canada BEO and Canada Waters Leadership Team on business strategy, organization effectiveness, culture, leadership, talent, and employee matters.
Added 3 hours ago
Specialist Product Ownership - BI Solution (12-months contract)
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
Serve as the BI Solution Owner and trusted advisor, helping stakeholders unlock business value through data, analytics, automation, and AI-driven solutions.
Added 3 hours ago
Sr. Director, Human Resources
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
Serve as the senior people advisor to the President of Ice Cream and the Ice Cream Leadership Team on business strategy, organization effectiveness, culture, leadership and employee matters.
Added 3 hours ago
AA
Analyste Réglementaire Assurance Qualité / Regulatory Analyst Quality Assurance
Airbus Aircraft
Montreal, QC
- Full-time
Added 3 hours ago
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Senior Customer Success Manager
Klue
Remote, Canada
- $90,000 to $130,000 CAD / year
- Full-time
- Remote
…of it, act on signals early, and show up as both a trusted advisor and a confident commercial…
Added 4 hours ago
IO
Environmental Advisor (Kearl)
Imperial Oil
AB · Edmonton, AB
- Full-time
The Environmental Advisor will support the Kearl operation by completing regulatory analyses, maintaining existing regulatory compliance systems and relationships, and ensuring compliance…

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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