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Added 12 mins ago
T
Associate Investment Advisor I
TD
Kitchener, ON
- Full-time
…brokerage clients? Can you provide professional and flawless service delivery in support of your designated Investment Advisor and team of Advisors? Then, the role of Associate Investment…
Added 12 mins ago
C
Administrative Assistant
CIBC
London, ON
- Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing…
Added 12 mins ago
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Administrative Assistant
CIBC
Edmonton, AB
- Full-time
CIBC’s Wood Gundy team is the full-service brokerage division of CIBC serving our high net worth clientele. As an Administrative Assistant you will be responsible for providing…
Added 28 mins ago
K
Manager, Government Solutions
KPMG
ON · Toronto, Ontario
- Full-time
…transformation, target operating model design, process optimization, service delivery improvement, program and policy work, and large-scale business and digital…
Added 28 mins ago
CT
Beauty Advisor-Charlotte Tilbury-Holt Renfrew Bloor- Full-time
Charlotte Tilbury
Toronto, ON
- Full-time
OVERALL PURPOSE OF THE ROLE: An ambassador for the Charlotte Tilbury brand, the Beauty Advisor will reflect the brand values and customer base. Responsible for achieving optimal financial…
Added 58 mins ago
Customer Accounts Advisor
Talent Acquisition/Human Resources, The Aaron's Family of Companies
Prince Albert, SK
…industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy,…
Added 58 mins ago
004 - Consultation Advisor
Métis Nation of Ontario
Timmins, ON · Sudbury, ON · Chapleau, ON · Sault Ste. Marie, ON · Blind River, ON · Cochrane, ON · North Bay, ON · Mattawa, ON · Haileybury, ON
The MNO workplace culture is full of potential ready to be unlocked. As our Self-Governance agreement materializes, we are building a workplace culture of action, responsibility, and most…
Added 58 mins ago
A
Regional Client Lead
Accenture
Mississauga, ON
- Full-time
role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation, based on full-time
Added 58 mins ago
A
Principal Commerce Technology Advisor
Accenture
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Calgary, AB
- Full-time
You have deep expertise across Full-Stack Commerce Suites, Composable/API First and Open-SaaS commerce platforms including Salesforce Commerce Cloud, Adobe Commerce, VTECH, Kibo,…
Added 1 hour ago
Bilingual Claims Technical Specialist, Auto Claims
Wawanesa Insurance
Toronto, ON · AB · Winnipeg, MB · Wawanesa, MB · Moncton, NB · Ottawa, ON · Kitchener, ON · Montreal, QC · Vancouver, BC · Dartmouth, NS · Calgary, AB · Lethbridge, AB · Edmonton, AB (Hybrid), AB · North York - Toronto, ON (Hybr, ON
…offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and…
Added 1 hour ago
FI
Associate Broker
Fortiva Insurance
Markham, ON
- Full-time
…risks to underwriters, negotiate coverage, and become a trusted advisor to business…
Added 1 hour ago
HR
Supervisor, Transit Infrastructure
Halifax Regional Municipality
Dartmouth, NS
- $83,500 to $114,800 CAD / year
- Temporary
Contributes and provides expertise and strategic guidance on new initiatives, projects, and programs, such as new ferry service, bus rapid transit, etc. as it relates to the required…
Added 1 hour ago
Home Comfort Advisor
Right Time Group of Companies
Winnipeg, MB
At Right Time Heating and Air Conditioning, we believe great sales professionals don’t just sell, they advise, educate, and build trust. As a Home Comfort Advisor (HCA), you’ll help…
Added 2 hours ago
HR
Planner II - Regional and Community Planning
Halifax Regional Municipality
Halifax, NS
- Temporary
Halifax Regional Municipality is accepting applications for a term full-time position up to 12 months of Planner II within the Regional and Community Planning Division.
Added 2 hours ago
C
Director HR, Total Rewards
Celestica
Toronto, ON
- Full-time
Candidates must be currently authorized to work on a full-time basis in the united States or Canada.
Added 2 hours ago
DC
Job Template - Coby
Dillon Consulting Limited
Kingston, ON · Ottawa, ON
- Full-time
…relationships, grow a multidisciplinary team, and bring together the full breadth of our architecture and engineering capabilities to serve the Eastern Ontario…
Added 2 hours ago
PG
Human Resources Team Lead
PCV Group inc - Personnel Chez Vous Recruitment Services
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Permanent, Full-Time · Confidential Search via PCV Group Inc.
Added 3 hours ago
WO
Seasonal Sales Advisor - Bluewater, Kent
Whittard of Chelsea
Bluewater, ON
- Contract
…for enthusiastic Sales Advisors to join us for our busiest time of the…
Added 4 hours ago
R
Senior Customer Success Manager (Americas)
RemotePass
Remote, Canada
- Remote
…anywhere in the world, provided you're able to work US Eastern Time (EST)…
Added 5 hours ago
I
Principal – M&A IT Application - Canada - Business Consulting
Infosys
Toronto, ON
- Full-time
Act as a trusted advisor, guiding stakeholders through IT transformation processes.
Added 5 hours ago
I
SAP Security Business process controls
Infosys
Montreal, QC
- Full-time
…deliverables. As a thought leader in your domain, you will be the key advisor to architecture and design reviews from a control’s perspective. You will anchor business pursuit initiatives,…
Added 5 hours ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As a Trusted HR Advisor, You Will Work Closely With Managers And Leaders To Provide Practical Guidance On a Broad Range Of Human Resources Matters, Including
Added 8 hours ago
S
Beauty Advisor - Part Time
sephora.com
Kingston, ON
- $19.2 to $22.6 CAD / hour
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 9 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 10 hours ago
IF
Analyst, Platform and Benefits
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Act as a trusted advisor to clients and plan administrators by supporting them in the management of their group insurance plans and administrative processes;

CIBC

Associate Financial Advisor

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

Full-time

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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

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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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