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Added 10 mins ago
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Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union
Aviso
Sarnia, ON
- Full-time
Mainstreet Credit Union is actively seeking an experienced Senior Wealth Advisor | Financial Planner to join our growing team!
Added 13 mins ago
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Bilingual Sales Associate, Apartments.com - Toronto, Ontario
CoStar
Toronto, ON
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 13 mins ago
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Administrative Assistant
CIBC
Nanaimo, BC
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 13 mins ago
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Manager, Expatriate Tax Services
BDO
Montreal, QC
- Full-time
You provide exceptional client service and build trusted advisor relationships with clients and colleagues
Added 28 mins ago
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Analyst, Consulting Services
MNP
Regina, SK · Saskatoon, SK
- Full-time
…strategies that make a positive impact for clients. As a trusted advisor, you’ll provide comprehensive analysis, strategic guidance and action planning that empowers clients to achieve…
Added 28 mins ago
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Technician, ease Cloud Accounting Services
MNP
Markham, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll use cutting-edge technology to deliver a full suite of services, including accounts payable, accounts…
Added 28 mins ago
R
Spécialiste Technique CFirst / CFirst Technical Specialist
RTX
Longueuil, QC
- Full-time
Une approche centrée sur le client et la capacité de demeurer calme dans des situations à haute priorité.
Added 28 mins ago
Senior Manager, Deal Technology: M&A IT (Calgary)
EY
AB · Calgary, AB
…business development efforts. You will be expected to amplify client engagement and high-quality delivery, spearhead market development, and foster long-lasting, revenue-generating…
Added 43 mins ago
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Office Administrator (Rosedale Family Office)
Wellington-Altus
Toronto, ON
- Full-time
…Office Administrator will use their exceptional organization and client service skills to provide confidential and timely administrative and customer-service support to the Advisor teams…
Added 43 mins ago
HO
Pay and Benefits Advisor
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- Full-time
The House of Commons’ Human Resources Services is currently looking to staff the Pay and Benefits Advisor position.
Added 43 mins ago
RB
Client Advisor
Royal Bank of Canada
Swan River, MB
- Full-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 43 mins ago
RB
Will and Estate Advisor
Royal Bank of Canada
Montreal, QC
- Full-time
As an RBC Royal Trust professional, the Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 43 mins ago
RB
Client Advisor
Royal Bank of Canada
Guelph, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 43 mins ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an…
Added 43 mins ago
RB
Senior Associate
Royal Bank of Canada
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 57 mins ago
MR
Senior Solutions Engineer
Metrics Recruitment
Vancouver, BC · Greater Vancouver, BC
- $115,000 to $140,000 CAD / year
- Full-time
Our client is a Vancouver-headquartered enterprise software company that sits at the intersection of banking and business software. Their platform lets major banks offer treasury and…
Added 57 mins ago
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Senior Implementation Consultant
Nakisa
Montreal, QC
- Full-time
…business challenges into working solutions. You will be the senior advisor clients rely on through delivery. You will help Sales scope service engagements, so projects start on solid…
Added 57 mins ago
WW
Platform Facilitator and Technology Specialist
Worldsource Wealth Management
Markham, ON
- $80,000 to $90,000 CAD / year
- Full-time
The Platform Facilitator and Technology Specialist plays a key role in supporting advisor growth, onboarding, and adoption of technology across existing and prospective Worldsource…
Added 57 mins ago
ID
Sr. Client Partner
Intellect Design Arena Ltd
Toronto, ON
- $140,000 to $180,000 CAD / year
- Full-time
Client Partners play a pivotal role in our global growth strategy. In this role, you will own the overall executive relationship, account strategy, and rapid business expansion for a select…
Added 57 mins ago
HO
Pay and Benefits Advisor
House of Commons of Canada Chambre des communes du Canada
Ottawa, ON
- $69,900 to $88,445 CAD / year
- Full-time
The House of Commons’ Human Resources Services is currently looking to staff the Pay and Benefits Advisor position.
Added 57 mins ago
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Contract Advisor
Adecco
Calgary, AB
- $60 to $77 CAD / hour
- Full-time
Adecco is currently recruiting for a Contracts Advisor on behalf of a leading Oil & Gas client in Calgary, AB. This is a 12-month contract opportunity with potential for extension.
Added 58 mins ago
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Senior Associate
RBC
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 58 mins ago
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Associate
RBC
Brossard, QC
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an…
Added 58 mins ago
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Banking Advisor
RBC
Hillsburg, MB
- Full-time
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking,…
Added 58 mins ago
R
Will and Estate Advisor
RBC
Montreal, QC
- Full-time
As an RBC Royal Trust professional, the Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…

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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