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Added 5 mins ago
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Administrative Associate (Colin Ryan Wealth Management)
Wellington-Altus
Winnipeg, MB
- Full-time
Reporting to the Senior Portfolio Manager & Senior Wealth Advisor at Colin Ryan Wealth Management, the Administrative Associate provides administrative and client service support to the…
Added 5 mins ago
II
Sales & Education Advisor - Toronto, Canada (Freelance)
ILIA, Inc.
Toronto, ON
- $25 to $28 CAD / hour
- Contract
We are seeking an experienced beauty advisor that is passionate about the clean color category and safe, performance driven ingredients. They will be an example and advocate of the ILIA…
Added 5 mins ago
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Personal Insurance Advisor I
BrokerLink
Brantford, ON
- Full-time
We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.
Added 20 mins ago
O
Sales Executive , Ground Logistics
Omnitrans
Toronto, ON
- Full-time
Work closely with prospective customers as a trusted advisor to deeply understand their unique company challenges and goals.
Added 20 mins ago
TR
RV Technician
Traveland RV Supercentre
Martensville, SK
- Full-time
Discuss repairs with shop foreman or RV service advisor
Added 20 mins ago
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Funeral Director
Service Corporation International
Wolseley, SK
- Full-time
Transitions Arrangement Conference to Funeral Services Counselor/Advisor to present cemetery property and merchandise options, pricing, and contract completion. In absence of an FSA/FSC,…
Added 20 mins ago
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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 20 mins ago
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Client Advisor Intern
RBC
New Tecumseth, ON
- Part-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 35 mins ago
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Seasonal Beauty Advisor - Part Time - Toronto Premium Outlets
L'Occitane En Provence
Halton Hills, ON
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Seasonal Beauty Advisor - Part Time - Yorkdale Mall
L'Occitane En Provence
Toronto, ON
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Seasonal Beauty Advisor - Part Time - Toronto Eaton Centre
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Toronto, ON
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Seasonal Beauty Advisor - Part Time - Niagara Outlets
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Niagara-on-the-Lake, ON
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Seasonal Beauty Advisor - Part Time - Sherway Gardens
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Toronto, ON
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Seasonal Beauty Advisor - Part Time - Fairview Mall
L'Occitane En Provence
Toronto, ON
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Added 35 mins ago
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Wine Advisor
Save-On-Foods
Penticton, BC
- Part-time
…place to grow your career. Committed to its core values of service, people, innovation, fun and integrity, Save-On-Foods is known for its World Class Team that goes the extra mile for its…
Added 35 mins ago
NF
Retention Advisor
Neilson Financial Services
Toronto, ON
- Full-time
As a Retention Advisor, your primary responsibility will be to engage with existing customers to renew and retain their services. You will play a crucial role in understanding customer…
Added 35 mins ago
GF
Sales (Fitness Advisor) - Saint John McAllister
GoodLife Fitness
Saint John, NB
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
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Sales (Fitness Advisor) - Fredericton Uptown Centre
GoodLife Fitness
Fredericton, NB
- Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 35 mins ago
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Senior Advisor, Business strategies
Desjardins
Montreal, QC · Levis, QC
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 35 mins ago
M
Co-op Student, Assurance and Accounting (January 2027) - Cold Lake
MNP
Cold Lake, AB
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 35 mins ago
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Sr. Manager, Intelligent Business Process
BMO
Toronto, ON · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 35 mins ago
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Bilingual Sales Associate, Apartments.com - Toronto, Ontario
CoStar
Toronto, ON
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 49 mins ago
B
Personal Insurance Advisor I
BrokerLink
Brantford, ON
- Full-time
We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.
Added 49 mins ago
NF
Retention Advisor
Neilson Financial Services
Toronto, ON
- Full-time
As a Retention Advisor, your primary responsibility will be to engage with existing customers to renew and retain their services. You will play a crucial role in understanding customer…
Added 51 mins ago
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Consultant, Farm Management
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…discovering innovative ways to enhance efficiencies. As a trusted advisor, you’ll provide comprehensive analysis and strategic guidance that empowers clients to achieve optimal business…

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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