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Added 12 mins ago
CE
System integration analyst
CAC Enterprises Group Inc.
Acheson, AB
- $49 to $55 CAD / hour
- Full-time
- On-site
Document technical requirements to ensure that products, processes and solutions meet business requirements
Added 13 mins ago
VF
Senior Commercial Banking Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $90,400 to $115,800 USD / year
- Full-time
…identifies potential new commercial members through referrals, business development, networks, and contacts in the…
Added 13 mins ago
VF
Commercial Banking Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $76,800 to $98,400 USD / year
- Full-time
…identifies potential new commercial members through referrals, business development, networks, and contacts in the…
Added 13 mins ago
ET
Sr. Digital Design Engineer
ESS Technology, Inc.
Kelowna, BC
- Internship
Business Address / Job Location: Unit 601, 1726 Dolphin Ave. Kelowna, V1Y 9R9 British Columbia
Added 13 mins ago
BC
Director, Communications and Engagement – Redevelopment Projects
Brant Community Healthcare System
Brantford, ON
- Full-time
Added 13 mins ago
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Senior Electrical, Instrumentation & Controls Engineer
Veolia | North America
Oakville, ON
- Full-time
…management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological…
Added 17 mins ago
NC
Solutions architect - cloud management and monitoring
National Consultants Professionals Ltd
Woodbridge, ON
- From $66.15 CAD / hour
- Full-time
- Contract
- On-site
Document technical requirements to ensure that products, processes and solutions meet business requirements
Added 43 mins ago
T
Customer Experience Associate - (Mandarin and/or Cantonese)
TD
Markham, ON
- Part-time
Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
Added 43 mins ago
AC
Sales Representative - Markham, ON (Cantonese/Mandarin Speaking)
Axcellent Communications Inc.
Markham, ON
- Full-time
…best network technologies in the world, innovative digital solutions and seamless customer experiences. It’s all developed and delivered by the members of #TeamBell and we’re always on the…
Added 43 mins ago
V|
Senior Electrical, Instrumentation & Controls Engineer
Veolia | Water Tech
Oakville, ON
- Full-time
…management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological…
Added 43 mins ago
WC
Category Manager - Engineered Materials / Fastening Systems
White Cap Canada
Vaughan, ON
- Full-time
Manages key product categories in a portfolio of products less than $20M in revenue. Serves as business liaison to customers, management, and others affiliated with the project team.
Added 43 mins ago
MI
Personal Lines Client Executive
Mango Insurance
Mississauga, ON
- $60,000 to $70,000 CAD / year
- Full-time
Providing exceptional client service and solutions to drive retention and overall business revenue growth
Added 43 mins ago
BV
Publisher
Best Version Media
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
…small and midsize businesses by providing an integrated mix of solutions, including community magazine advertising, digital campaigns, and online presence tools. Since its founding in 2007,…
Added 58 mins ago
KS
Temporary Sales Support Associate
kate spade new york
AB · Edmonton
- Part-time
Schedule: Ability to work a flexible schedule to meet business needs - including nights, weekends, peak busy season, and high-traffic retail days (including, but not limited to, public…
Added 1 hour ago
SM
RQ11619 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Leads and conducts business analysis to assess client’s business problems/opportunities and documents business requirements so that I&IT solutions can be determined.
Added 1 hour ago
SM
RQ11619 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Leads and conducts business analysis to assess client’s business problems/opportunities and documents business requirements so that I&IT solutions can be determined.
Added 1 hour ago
SM
RQ11622 – Systems Testing/QA Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement - RQ11622
Added 1 hour ago
SM
RQ11612 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Leads and conducts business analysis to assess client’s business problems and opportunities and documents business requirements so that I&IT solutions can be determined.
Added 1 hour ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 1 hour ago
SM
RQ11648 – Business Analyst – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Leads and conducts business analysis in order to assess client’s business problems/opportunities and documents the business requirements in such a way that I&IT solutions can be determined.
Added 1 hour ago
SM
RQ11491 - Product Manager - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Ensure delivered solutions meet business, operational, security, accessibility, and regulatory requirements.
Added 1 hour ago
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RQ11705 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Solutions Designer with extensive experience in Oracle Siebel CRM, Adobe Experience Manager (AEM), business and functional design documentation, application flows,…
Added 1 hour ago
SM
RQ11693 – Privacy Impact Assessment (PIA) Specialist – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Client: Ministry of Public and Business Service Delivery and Procurement – RQ11693
Added 1 hour ago
SM
RQ11705 – Solutions Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Solutions Designer with extensive experience in Oracle Siebel CRM, Adobe Experience Manager (AEM), business and functional design documentation, application flows,…
Added 1 hour ago
SM
RQ11639 – UX Designer – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
Support requirements traceability and ensure solutions align with business objectives.

CIBC

Associate Financial Advisor

Charlottetown, PE, Canada
PEI-University and Belvedere, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 16, 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 8, 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

PEI-University and Belvedere

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented

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, networking, and community outreach to grow the bank's client base and deepen existing relationships.

Requirements

You must have 2–3 years of experience in providing financial advice and achieving sales results. A valid Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and eligibility for CIRO-MFD licensing are required.

Skills

Client service
Financial planning
Relationship building
Business development
Networking
Sales
Critical thinking
Technology proficiency
Mutual funds
Retail banking
Credit analysis
Communication
Goal setting
Portfolio management
Customer engagement

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
Retail Banking
Small Business Banking
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Financial Planning
Business Development
Portfolio Management
Client Relationship
Networking
Sales Results
Mobile Banking
Mortgage Clients
Credit Needs
Investment Needs
Community Outreach
Banking Centre
Customer Experience
Financial Advice
Relationship-oriented
Goal-oriented
Critical Thinking

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