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Added 7 mins ago
TI
Business Analyst
TekStaff IT Solutions
ON · Ontario, Canada
- Contract
3) Proven ability to create process maps, workflows, and functional specification, as well as experience conducting gap analyses and recommending business and technology solutions
Added 7 mins ago
H
Data Scientist
Hays
ON · Ontario, Canada
- $60 to $62 CAD / hour
- Contract
Design, develop, and deploy GenAI solutions including AI agents, chatbots, and autonomous systems that solve complex business problems
Added 9 mins ago
XI
Senior Designer, UX and Customer Journey
Xplore Inc.
Woodstock, NB
- Full-time
…works with other areas in the organization including Product, Business, Technology, Customer Intelligence, and Operations subject matter experts and leaders to understand the current…
Added 9 mins ago
C
Community Engagement Specialist, AI@WORK
Communitech
Kitchener, ON
- $55,000 to $64,000 CAD / year
- Contract
Today, that means helping trusted AI solutions reach the market, turning bold ideas into valuable IP, expanding peer and advisory networks for founders, and uniting voices through the…
Added 9 mins ago
XI
Senior Designer, UX and Customer Journey
Xplore Inc.
Calgary, AB
- Full-time
…works with other areas in the organization including Product, Business, Technology, Customer Intelligence, and Operations subject matter experts and leaders to understand the current…
Added 9 mins ago
EI
Senior Project Manager, Land Development
Egis in Canada
AB · Edmonton, AB
- $120,000 to $150,000 CAD / year
- Full-time
…multi-family site project success , we strive to uncover optimal solutions, positioning ourselves as your trusted partner in land development. Armed with a wealth of project experience and…
Added 9 mins ago
EI
Construction Manager, Land Development
Egis in Canada
AB · Edmonton, AB
- $130,000 to $170,000 CAD / year
- Full-time
Monitor industry standards and developments, assess client needs and make concrete decisions on proposed solutions.
Added 9 mins ago
XI
Senior Designer, UX and Customer Journey
Xplore Inc.
Fredericton, NB
- Full-time
…works with other areas in the organization including Product, Business, Technology, Customer Intelligence, and Operations subject matter experts and leaders to understand the current…
Added 9 mins ago
A
Director, Strategic Sourcing & Supplier Management
Aviso
Toronto, ON
- $135,000 to $160,000 CAD / year
- Full-time
…performance and oversight. The role builds trusted partnerships with business leaders and suppliers, leads and develops the Strategic Sourcing & Supplier Management team, and provides…
Added 9 mins ago
T
PLM Solution Architect - DELMIA/3DEXPERIENCE
Techso
Montreal, QC
- Full-time
Experience leading cross-functional meetings to clarify business needs and oversee the deployment of selected solutions.
Added 9 mins ago
EN
Finance Manager
Employment Network Canada Inc.
Regina, SK
- Full-time
Develop a comprehensive knowledge and understanding of the internal workings of the organization and departments to support and contribute to new ideas, plans and business strategies.
Added 9 mins ago
T
IT Business analyst
Techso
Montreal, QC
- Full-time
…to 2026 by delivering cutting-edge technological and human solutions designed to optimize processes and enhance collaboration. Guided by our core values - enjoyment, trust, efficiency, and…
Added 9 mins ago
KB
Human Resources Business Partner - Bilingual (FR/EN)
Kent Building Supplies
Moncton, NB
- Full-time
Reporting to the Recruitment Manager, the District HR (Human Resources) Business Partner (HRBP) will act as a strategic partner for our stores. As an HRBP, you will play a critical role in…
Added 10 mins ago
PA
Investment Operations Associate
Polar Asset Management Partners Inc.
Toronto, ON
- Full-time
…solver, with proven ability to think on your feet and find solutions independently, we would love to hear from…
Added 10 mins ago
KG
Data & Analytics Solutions Architect- AI/ML
K&K Global Talent Solutions INC.
Toronto, ON
- Full-time
Position: Data & Analytics Solutions Architect- AI/ML
Added 10 mins ago
SS
Project Manager - Operations & Logistics
Summit Search Group
Toronto, ON · North York, ON
- $55,000 to $70,000 CAD / year
- Contract
Identify project risks, dependencies, resource requirements, and potential delays, and proactively develop solutions.
Added 10 mins ago
ZS
Data & Analytics Solutions Architect
Zodiac Solutions, Inc
Toronto, ON
- Full-time
Experience assessing business use cases and selecting the appropriate approach across BI/KPI reporting, rules, statistical methods, forecasting, machine learning, and GenAI, with clear…
Added 10 mins ago
BI
Sales & Marketing Coordinator
BioSyent Inc
Mississauga, ON
- Full-time
…professionals (HCPs), customers, distribution partners, and other business…
Added 10 mins ago
CG
Specialist - Business Development, Individual Insurance
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- Full-time
Carries out the analysis of the blocks of policies in force and identifies business development opportunities
Added 10 mins ago
C
Java Developer
Collabera
Mississauga, ON
- $60 to $80 CAD / hour
- Contract
Collaborate with architects, technical leads, and stakeholders to translate business requirements into scalable technical solutions.
Added 10 mins ago
LC
Business Analyst Level 1
Libro Credit Union
London, ON
- Full-time
The Business Analyst L1 is responsible for conducting interviews, workshops and surveys to elicit user requirements and then translating those needs into detailed Business Requirements…
Added 10 mins ago
C
Assistant Federated Agencies
Co-operators
Mississauga, ON
- Full-time
You leverage critical thinking skills to identify problems and proactively propose solutions.
Added 10 mins ago
EI
Senior Quality Assurance Analyst
Echelon Insurance
Mississauga, ON
- Full-time
Primary liaison for testing resources and business participants on business acceptance test support
Added 10 mins ago
HP
Director of Business Growth & Trade Development
Halifax Partnership
Halifax, NS
- Full-time
…growth by selling and marketing Halifax to the world to attract business, talent, and investment, helping businesses reach their full potential, and tracking and reporting Halifax's…
Added 10 mins ago
C
Assistant Federated Agencies
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- Full-time
You leverage critical thinking skills to identify problems and proactively propose solutions.

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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