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Added 3 mins ago
M
Senior Advisor Risk and Compliance
MonarchRecruits
Charlottetown, PE
- Full-time
Added 3 mins ago
RM
Sales Associate | Canmore (Full-Time, October - January)
Rocky Mountain Soap Company
Canmore, AB
- From $19 CAD / hour
- Full-time
- On-site
…for the new world of Rocky?The position The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all…
Added 3 mins ago
RM
Sales Associate | Banff (Part-Time, October - January)
Rocky Mountain Soap Company
Banff, AB
- From $19 CAD / hour
- Part-time
- On-site
…for the new world of Rocky?The position The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all…
Added 4 mins ago
RM
Sales Associate | Banff (Full-Time, October - January)
Rocky Mountain Soap Company
Banff, AB
- From $19 CAD / hour
- Full-time
- On-site
…for the new world of Rocky?The position The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all…
Added 6 mins ago
BC
Manager, FP&A Corporate Groups
Bell Canada
Montréal, QC
- $38.5 to $91.76 CAD / hour
- Full-time
- On-site
…strong relationships with business partners, acting as a trusted advisor on financial mattersSupport the preparation of executive presentations and materials for senior leadership reviews,…
Added 12 mins ago
VH
Registered Nurse Class B (RNCB)
Vitalité Health Network
Moncton, NB
- $46.58 to $56.73 CAD / hour
- Full-time
- On-site
…Programs, Surgical Services, the incumbent serves as a nurse advisor and clinical expert. They fulfil a clinical, consultative, teaching and leadership role, while serving as a role model…
Added 12 mins ago
DA
Automotive Service Technician
Dave's Auto Electric Limited
Charlottetown, PE
- Full-time
Communicate findings and repair recommendations to the Service Advisor or Service Manager.
Added 30 mins ago
W
Talent Acquisition Partner (Temporary)
Walmart
Mississauga, ON
- Full-time
…capabilities, potential, and fit, while acting as a talent…
Added 30 mins ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 32 mins ago
W
Senior Manager, Strategic Initiatives- Corporate Strategy
Walmart
Mississauga, ON
- Full-time
Manage stakeholder communications and relationships, and become a trusted advisor to influence key outcomes.
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Earned the confidence of the CEO, CFO, Executive Leadership Team, Board of Directors, and Audit Committee as a strategic advisor.
Added 1 hour ago
AG
Associate Director, Talent Acquisition
Adelphi Group
Calgary, AB · Toronto, ON
- Full-time
Partner Strategically – Collaborate with business leaders to understand hiring needs and provide talent market insights. Be the trusted advisor on recruitment best practices.
Added 1 hour ago
AG
Account Director, Earned Media Strategy
Adelphi Group
Toronto, ON
- Full-time
Serve as a trusted advisor and senior partner to client leaders and executive teams, providing high-level strategic counsel on brand reputation, media landscapes, crisis communications,…
Added 1 hour ago
AG
Account Director, Client Experience
Adelphi Group
Toronto, ON
- Full-time
As a trusted advisor, you adeptly balance high-touch relationship management with flawless program execution and commercial acumen. You are passionate about driving exceptional client…
Added 1 hour ago
AG
Customer Success Manager, Growth
Adelphi Group
Toronto, ON
- Full-time
Lead client onboarding and build strategic relationships with key stakeholders, serving as a trusted advisor and ensuring quick time-to-value on the Perpetua platform.
Added 1 hour ago
AG
Director, Social & Influencer
Adelphi Group
Toronto, ON
- Full-time
Serve as primary strategic advisor to account teams and clients on social and influencer opportunities
Added 1 hour ago
AG
Senior Director, Communications
Adelphi Group
Toronto, ON
- Full-time
Executive Communications - Serve as a trusted advisor to senior leadership, developing executive messaging, thought leadership, speeches, talking points and media preparation.
Added 1 hour ago
Senior Financial Advisor - Oromocto, NB
Scotiabank
Oromocto, NB
Added 1 hour ago
UO
Lead Coordinator, Program Management
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
…development, review, and approval processes. Works with the Senior Advisor, Program Management to ensure required documentation, consultations, approvals, milestones, and quality standards…
Added 1 hour ago
AG
Supervisor, Marketing Science
Adelphi Group
Toronto, ON
- Full-time
Trusted advisor to clients and internal stakeholders.
Added 1 hour ago
D
Senior Advisor, Client Relations, Group Retirement Savings
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a Senior Advisor, Client Relations, Group Retirement Savings, you will ensure the highest level of satisfaction among strategic clients in order to develop and maintain strong market…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Caisse Desjardins Pierre-Le Gardeur
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
D
Wealth Management Advisor
Desjardins
Saint-Jérôme, QC · Caisse Desjardins de la Rivière-du-Nord
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Repentigny, QC · Caisse Desjardins Pierre-Le Gardeur
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
Client Service Associate, Wealth Management - St. Catharines
The Canada Life Assurance Company
St. Catharines, ON
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required

CIBC

Associate Financial Advisor

Ottawa, ON, Canada

Full-time

Apply About employer

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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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