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Added 2 mins ago
WC
(CAN) Associé, équipe de l’aire des caisses
Walmart Canada
Brossard, QC
- Full-time
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 2 mins ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Atholville, NB
- Full-time
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 2 mins ago
WC
(CAN) Self Checkout Attendant
Walmart Canada
Mount Pearl, NL
- Contract
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
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Our employer partner is a Social Service Organization and currently looking to add an experienced Administrative & Finance Associate to their team!
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Review accounts, client payments, and credit history to manage account balances.
Added 48 mins ago
Senior Customer Experience Associate - Central City Branch, Surrey, BC (22.50Hours/Week)
Scotiabank
Vancouver, BC
…including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing…
Added 1 hour ago
W
(CAN) Front End Checkout Team Associate
Walmart
Atholville, NB
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 1 hour ago
W
(CAN) Associé, équipe de l’aire des caisses
Walmart
Brossard, QC
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 1 hour ago
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Added 1 hour ago
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Front End Associate Part Time - 7131 Red Deer
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…the assisted check-outs throughout the store. The front end associate will excel at processing transactions accurately and timely by executing our GET checkout…
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…prime lending models. That’s why our teams look beyond the credit score to provide accessible, responsible financial solutions with respect, transparency, and care. Whether customers visit…
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…prime lending models. That’s why our teams look beyond the credit score to provide accessible, responsible financial solutions with respect, transparency, and care. Whether customers visit…
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Financial Service Representative
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…prime lending models. That’s why our teams look beyond the credit score to provide accessible, responsible financial solutions with respect, transparency, and care. Whether customers visit…
Added 2 hours ago
WC
(CAN) Caissier
Walmart Canada
Montreal, QC
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
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AB · Edmonton, AB
- Full-time
Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client…
Added 2 hours ago
W
(CAN) Cashier
Walmart
Mount Pearl, NL
- Part-time
3. Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 2 hours ago
TH
Front End Associate Full -Time - 7052 Regina
The Home Depot
Regina, SK
- Full-time
…the assisted check-outs throughout the store. The front end associate will excel at processing transactions accurately and timely by executing our GET checkout…
Added 2 hours ago
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Personal Banking Associate (Part time, 18.75h)- Hull, St-Joseph
TD
Hull, QC
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…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 3 hours ago
Senior Customer Experience Associate - Mount Forest (22.5 hours/week)
Scotiabank
Mount Forest, ON
…including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing…
Added 3 hours ago
Senior Customer Experience Associate - 352 Chabanel West, Montreal, QC - 37.5 hours/week
Scotiabank
Montreal, QC
…including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing…
Added 3 hours ago
Senior Customer Experience Associate - Acton (26.25 Hours/Week)
Scotiabank
Acton, ON
…including opening day-to-day accounts, fulfilling pre-approved credit opportunities, and processing…
Added 3 hours ago
Financial Service Representative
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Toronto, ON
…prime lending models. That’s why our teams look beyond the credit score to provide accessible, responsible financial solutions with respect, transparency, and care. Whether customers visit…

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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