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Added 1 day ago
ML
Litigation Lawyer
ME Law - Business Litigation Lawyers
Toronto, ON
- Full-time
…and high-net-worth individuals navigating complex commercial, estate, real estate, financial, and cross-border…
Added 2 days ago
N
Accounts Payable Specialist
NADG
Toronto, ON
- Full-time
NADG has sponsored over $2 billion of real estate private equity funds and investment vehicles. In addition to our funds, NADG continues to partner with and invest alongside some of North…
Added 3 days ago
AP
Senior Associate, Investments and Asset Management, Multifamily Rental (Vancouver, BC)
Anthem Properties
Vancouver, BC
- Full-time
Approximately 2-5 years of relevant experience in real estate investments, acquisitions, asset management, development, investment banking or commercial real estate finance
Added 3 days ago
Associate, Real Estate Banking - Ottawa
Scotiabank
Ottawa, ON
The Associate is responsible for contributing to the overall success of Real Estate Banking by meeting his/her team financial and non-financial metrics and supporting the Director with the…
Added 5 days ago
SS
Marchés Privés - Comptabilité et administration des fonds, associé/e principal/e/Privates Markets- Fund Accounting & Administration, Senior Associate
State Street
Montreal, QC
- Full-time
As a Senior Associate you will be responsible for the preparation, analysis and reporting of investment and fund performance data for global real estate funds and affiliated entities
Added 7 days ago
RB
Analyst / Associate - Credit Transaction Management (CTM), Global Credit, Global Corporate Banking
Royal Bank of Canada
Toronto, ON
- Full-time
As an Analyst/Associate in our Real Estate Credit Transaction Management team, you will work closely with our Real Estate Corporate Banking teams in Toronto and New York to support the…
Added 8 days ago
R
Analyst / Associate - Credit Transaction Management (CTM), Global Credit, Global Corporate Banking
RBC
Toronto, ON
- Full-time
As an Analyst/Associate in our Real Estate Credit Transaction Management team, you will work closely with our Real Estate Corporate Banking teams in Toronto and New York to support the…
Added 8 days ago
H
Senior Associate, Investor Operations
Hays
Toronto, ON
- $80,000 to $85,000 CAD / year
- Full-time
Our client is an established investment management firm based in Toronto, with a strong presence in the real estate investment sector. The organization offers a collaborative and…
Added 8 days ago
C
Credit Manager, Credit Structuring, CIBC Private Wealth - Bilingual
CIBC
Toronto, ON · Montreal, QC
- Full-time
CIBC Private Wealth Management delivers customized banking, financial planning, investment management and specialized advisory solutions to meet the unique needs of Canada’s high net worth…
Added 8 days ago
B
Associate, Credit Structuring (Commercial Banking)
BMO
Calgary, AB · Edmonton, AB · Vancouver, BC · Halifax, NS · Toronto, ON · Montreal, QC · FBT
- Full-time
BMO's Real Estate Finance Group is a specialized commercial banking team that provides construction financing, commercial mortgages, development loans, and investment property financing to…
Added 9 days ago
MI
Associate Director, Private Equity Fund - Client Onboarding Specialist
MUFG Investor Services
Toronto, ON
- $76,730 to $112,537 CAD / year
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 9 days ago
MI
Senior Associate Director, Nexus, Client Delivery
MUFG Investor Services
Vancouver, BC
- $105,000 to $154,000 CAD / year
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 9 days ago
MI
Senior Associate Director, Nexus, Client Delivery
MUFG Investor Services
Vancouver, BC
- $105,000 to $154,000 CAD / year
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 9 days ago
MI
Associate Director, Private Equity Fund - Client Onboarding Specialist
MUFG Investor Services
Toronto, ON
- $76,730 to $112,537 CAD / year
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 9 days ago
Bilingual Mortgage Fulfillment Specialist
Questrade Financial Group
Toronto, ON · Montreal, QC · QC
…Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use…
Added 10 days ago
ML
Senior Litigation Lawyer
ME Law - Business Litigation Lawyers
Toronto, ON
- Full-time
…high-net-worth individuals in complex commercial, financial, estate, real estate, and cross-border…
Added 10 days ago
ML
Litigation Lawyer
ME Law - Business Litigation Lawyers
Toronto, ON
- $90,000 to $140,000 CAD / year
- Full-time
…and high-net-worth individuals navigating complex commercial, estate, real estate, financial, and cross-border…
Added 10 days ago
Senior Manager, HFS Sales Support Team - Winnipeg, Calgary & Vancouver
Scotiabank
Vancouver, BC
Knowledge of the mortgage industry and Scotiabank’s real estate secured lending strategy
Added 11 days ago
UL
Associate Lawyer - Commercial Real Estate (Mid-Level)
Urban Legal Recruitment Inc.
Calgary, AB
- Full-time
…Acquisitions, Capital Markets, Project Finance, Commercial Real Estate, and Banking? Our client, celebrated by *Best Lawyers in Canada* and consistently ranked by *Chambers Canada 2023* for…
Added 14 days ago
ML
Senior Litigation Lawyer
ME Law - Business Litigation Lawyers
Toronto, ON
- Full-time
…high-net-worth individuals in complex commercial, financial, estate, real estate, and cross-border…
Added 15 days ago
FA
Associate, Investments and Asset Management
Forum Asset Management
Toronto, ON
- Full-time
Forum Asset Management is seeking an Associate, Investments and Asset Management to support the underwriting, due diligence and execution of new real estate investments across REIIF,…
Added 16 days ago
VI
Associate, Investments
Vital Infrastructure Property Trust
Toronto, ON
- $115,000 to $125,000 CAD / year
- Full-time
5+ years of experience in commercial real estate brokerage, investment banking, institutional investing, private equity, pensions or a similar environment.
Added 16 days ago
MI
Senior Manager, Fund Accounting, Private Markets
MUFG Investor Services
Toronto, ON
- $105,000 to $154,000 CAD / year
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 17 days ago
TS
Associate, Corporate Banking (Real Estate)
TD Securities
Toronto, ON
- Full-time
At least 3 years relevant experience in real estate, preferably in a corporate banking or commercial banking environment.
Added 17 days ago
T
Associate, Corporate Banking (Real Estate)
TD
Toronto, ON
- Full-time
At least 3 years relevant experience in real estate, preferably in a corporate banking or commercial banking environment.

CIBC

Associate Financial Advisor

Ottawa, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
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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