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Added 7 mins ago
A
Inside Sales Representative-Small Business Solutions (Hybrid)
ADP
Mississauga, ON
- $63,500 to $113,500 CAD / year
- Full-time
Academic background in Business, Marketing, Finance, Accounting, or a related field- Equivalent work experience will also be considered
Added 37 mins ago
CG
Senior Investment Associate | Cash Management Group
Canaccord Genuity Group Inc.
Vancouver, BC
- $90,000 to $110,000 CAD / year
- Full-time
The Cash Management Group at Canaccord Genuity is seeking a highly driven and experienced Senior Investment Associate to support our Institutional Investment Advisors and broader Private…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Ancaster, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 2 hours ago
W
(CAN) Consumables Assistant Manager
Walmart
Ste.-Foy, QC
- Full-time
Added 2 hours ago
B
Sr. Developer - Application Development JAVA N 4B
BrightClaim
AB
- Full-time
Oracle Certified Java Associate - OracleOracle
Added 2 hours ago
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Sr. Developer - Application Development JAVA N 4B
BrightClaim
Montreal, QC
- Full-time
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Sr. Developer - Application Development JAVA N 4B
BrightClaim
Montreal, QC
- Full-time
Oracle Certified Java Associate - OracleOracle
Added 2 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
Added 4 hours ago
UA
Senior Analyst
U3 Advisors
Cambridge, ON
- Full-time
Added 4 hours ago
TO
Manager of Financial Planning & Reporting/Deputy Treasurer
Town of Niagara-on-the-Lake
Niagara-on-the-Lake, ON
- Full-time
The Manager of Financial Planning & Reporting/Deputy Treasurer, under the direction of the Associate Director of Finance/Treasurer, manages the delivery of the Town's Budgeting & Financial…
Added 4 hours ago
RC
Audit Associate - Winter 2027
RSM Canada
Calgary, AB
- Full-time
Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related accounting and financial reporting…
Added 6 hours ago
TC
Distribution Center Supply Clerk
TJX Canada – Winners, Marshalls, HomeSense
Brampton, ON
- $37,590 to $52,626 CAD / year
- Full-time
Enjoy Associate discounts at our stores, available to you and eligible family members.
Added 6 hours ago
U
Sales Support Coordinator
UNFI
Concord, ON
- Full-time
- On-site
…with all appropriate back up to UNFI Pricing Department and/or Accounting Department for account deductions.Prepares regular business review presentations which includes running a variety…
Added 7 hours ago
W
(CAN) Overnight Assistant Manager
Walmart
Halifax, NS
- Full-time
Added 7 hours ago
W
(CAN) Overnight Assistant Manager
Walmart
Trenton, ON
- Full-time
Added 7 hours ago
W
(CAN) Préposé de soutien des bureaux
Walmart
Rouyn-Noranda, QC
- Full-time
Working as an Office Support Associate at Walmart Canada is a great opportunity to build valuable skills in retail operations and customer service. In this role, you support store success…
Added 7 hours ago
W
(CAN) Bureau de la comptabilité
Walmart
Rouyn-Noranda, QC
- Part-time
1. Confirms appropriate amount of currency in Accounting Office upon opening, after final deposit and prior to closing the office daily and calibrates the teller mate machine weekly or as…
Added 7 hours ago
W
Asset Protection Operations Team Associate - PT
Walmart
Calgary, AB
- Part-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 7 hours ago
W
Manager, Supply Chain Management (IC)
Walmart
Mississauga, ON
- Full-time
Demonstrates and encourages respect for others; drives a positive associate and customer experience for all; embraces differences in people, cultures, ideas, and experiences; supports…
Added 7 hours ago
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(CAN) Associé, équipe des activités de protection des biens
Walmart
Pointe-Claire, QC
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 7 hours ago
W
Senior Merchant
Walmart
Mississauga, ON
- Full-time
…are also part of the role. Additionally, the role involves associate engagement, development, and ensuring that associates have current development and succession plans in place. This…
Added 7 hours ago
W
Senior Manager, Strategic Initiatives- Corporate Strategy
Walmart
Mississauga, ON
- Full-time
Demonstrates and encourages respect for others; drives a positive associate and customer experience for all; embraces differences in people, cultures, ideas, and experiences; supports…
Added 7 hours ago
W
(CAN) Asset Protection Operations Team Associate
Walmart
Vaudreuil-Dorion, QC
- Full-time
An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate coordinates and…
Added 7 hours ago
AG
Buyer, Integrated Investments
Adelphi Group
Toronto, ON
- Full-time
Associate level of experience within the media industry with proven buying experience.
Added 7 hours ago
AG
Buyer
Adelphi Group
Toronto, ON
- Full-time
Associate level of experience within the media industry with proven buying experience.

CIBC

Associate Financial Advisor

Ottawa, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 22, 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.You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

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

Ottawa-Carling and Preston

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Business Banking, Client Relations, Curiosity, Customer Engagement, Customer Experience (CX), Educational Savings Plans, Estate Planning Advice, Financial Products, Goal Planning, Investment Planning, Mutual Funds

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

Financial advice
Sales
Client engagement
Relationship building
Business development
Networking
Portfolio management
Mortgage lending
Retail banking
Financial planning
Credit analysis
Technology proficiency
Critical thinking
Communication
Mutual funds
Customer service

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

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