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Added 8 mins ago
RB
Financial Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
Added 8 mins ago
RB
Branch Manager Advisor
Royal Bank of Canada
Centreville-Wareham-Trinity, NL · TRINITY, Newfoundland and Labrador
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 8 mins ago
RB
Banking Advisor
Royal Bank of Canada
Saguenay, QC
- Full-time
As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this…
Added 8 mins ago
RB
Banking Advisor
Royal Bank of Canada
St. John's, NL
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 8 mins ago
RB
CLIENT ADVISOR
Royal Bank of Canada
Thunder Bay, ON
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 21 mins ago
YR
Regional Hearing Resource Teacher Itinerant (LTO)
York Region District School Board
Newmarket, ON
- Full-time
Facilitating after school learning opportunities on a regular basis;
Added 22 mins ago
R
Associate
RBC
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 22 mins ago
R
Associate Advisor
RBC
Laval, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 22 mins ago
T
Associate Marketing Manager
TD
Toronto, ON
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 22 mins ago
T
Auto Claims Advisor – TD Insurance Auto Centre (Vaughan On-site)
TD
Vaughan, ON
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 37 mins ago
MU
Administrative Officer
McGill University
Sainte-Anne-de-Bellevue, QC · Laird Hall
- Full-time
Acts as advisor regarding University Financial Policies and Procedures, monitors and reports on account spending and exercises financial controls where applicable.
Added 1 hour ago
M
Human Resources Advisor
MyHR
Squamish, BC
- Full-time
…and not-for-profits. We launched in Canada two years ago and service businesses right across Canada. With this growth comes the need to grow our team. It is an exciting time to be part of…
Added 1 hour ago
R
Home Equity Referral Specialist- EN
RBC
Montreal, QC
- Full-time
…application doesn't initially fit RBC's criteria. As a One RBC advisor, you connect declined clients with approved third-party lenders while developing realistic transition strategies that…
Added 1 hour ago
R
CLIENT ADVISOR
RBC
Thunder Bay, ON
- Full-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
R
Associate Advisor
RBC
Sherbrooke, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 1 hour ago
R
Home Equity Referral Specialist
RBC
Montreal, QC · Quebec, QC
- Full-time
…application doesn't initially fit RBC's criteria. As a One RBC advisor, you connect declined clients with approved third-party lenders while developing realistic transition strategies that…
Added 1 hour ago
R
Banking Advisor
RBC
Saguenay, QC
- Full-time
As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this…
Added 1 hour ago
RD
Associate- EN
RBC Dominion Securities
Laval, QC
- Full-time
By providing ongoing, exceptional service and support to our clients and our advisory team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
RD
Associate Advisor- EN
RBC Dominion Securities
Sherbrooke, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 1 hour ago
RD
Associate Advisor- EN
RBC Dominion Securities
Laval, QC
- Full-time
RBC Dominion Securities is seeking an Associate Advisor to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will deepen…
Added 1 hour ago
R
CLIENT ADVISOR
RBC
Thunder Bay, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
RI
Insurance Advisor - Life, Health & Wealth
RBC Insurance
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 1 hour ago
R
Home Equity Referral Specialist- EN
RBC
Quebec, QC
- Full-time
…application doesn't initially fit RBC's criteria. As a One RBC advisor, you connect declined clients with approved third-party lenders while developing realistic transition strategies that…
Added 2 hours ago
R
Associate
RBC
Laval, QC
- Full-time
By providing ongoing, exceptional service and support to our clients and our advisory team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 2 hours ago
R
Client Advisor Intern
RBC
New Tecumseth, ON
- Part-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions

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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