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Added 2 mins ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…Community Treatment team (FACT). FACT is a newly established service delivery model intended for clients with enhanced care needs who are involved in the criminal justice system. The FACT…
Added 3 mins ago
S
Beauty Advisor - Full Time
Sephora
Red Deer, AB
- $17 to $20 CAD / hour
- Full-time
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Added 31 mins ago
HH
HVAC Sales Representative
Hammer's Heating & Cooling
Pitt Meadows, BC
- $41,600 to $140,000 CAD / year
- Full-time
Schedule: Full-time, generally Monday through Friday, with occasional evening and weekend customer appointments or community events.
Added 47 mins ago
BC
Human Resources Manager - Full Time Regular
BC Centre for Ability
Vancouver, BC
- Full-time
Status: Full-time regular, 37.5 hours per week
Added 47 mins ago
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Estate Planning Associate (Financial Security Advisor)
RBC
Montreal, QC
- Full-time
…the main focus of your role is to provide impeccable client service and to take care of administrative duties related to the management of in-force business. You will be a people person who…
Added 47 mins ago
C
Associate Financial Advisor
CIBC
Ottawa, ON
- Full-time
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.
Added 47 mins ago
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Financial Advisor CIRO-MFD (Urban)
CIBC
Bolton, ON
- Full-time
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Added 1 hour ago
BC
Human Resources Manager
BC Centre for Ability
Vancouver, BC
- Full-time
Status: Full-time regular, 37.5 hours per week
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
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Added 1 hour ago
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Client Advisor
Royal Bank of Canada
Amherst, NS
- Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
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Client Advisor Intern
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- Part-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
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Insurance Advisor - Life, Health & Wealth
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Associate
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Montreal, QC
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Associate Advisor
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- 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…
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Client Advisor
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Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
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Associate Advisor
RBC
Vancouver, BC
- Full-time
…downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing exceptional client service as well as investment & wealth…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
King City, ON
- Full-time
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.
Added 2 hours ago
UO
Marketing and Communications Specialist, Faculty of Social Work
University of Calgary
Calgary, AB
- Full-time
The Faculty of Social Work is currently seeking a Full-time Regular Marketing & Communications Specialist.
Added 2 hours ago
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Senior Manager - Corporate Marketing & Communications
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…consistent brand standards across all divisions. As a trusted advisor to the Senior Leadership Team, this position will provide strategic leadership across enterprise marketing,…
Added 3 hours ago
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Associate
RBC
Montreal, 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 3 hours ago
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Branch Manager Advisor
RBC
Trinity, NL
- 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 3 hours ago
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Client Advisor
RBC
NS
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 3 hours ago
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PIA Client Service Associate
TD
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CIBC

Associate Financial Advisor

King City, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 15, 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 7, 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

King City

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 achieve their financial goals. Additionally, you will engage in business development and networking activities to grow the client base and deepen existing relationships.

Requirements

Candidates must have 2–3 years of experience in providing financial advice and achieving sales results. You are required to hold a Mutual Funds License and meet eligibility requirements for CIRO-MFD licensing.

Skills

Client service
Financial advice
Sales results
Relationship building
Business development
Networking
Portfolio management
Retail banking
Financial planning
Credit analysis
Investment knowledge
Mobile banking applications
Critical thinking
Communication
Goal orientation

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

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

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