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Added 2 hours ago
VF
Senior Commercial Banking Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $90,400 to $115,800 USD / year
- Full-time
We are currently seeking a Senior Commercial Banking Advisor to join our team.
Added 2 hours ago
VF
Commercial Banking Advisor (Penticton Main Branch)
Valley First
Penticton, BC
- $76,800 to $98,400 USD / year
- Full-time
The Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of commercial members. This role provides the full range of commercial lending and…
Added 2 hours ago
SB
Open for Account Executives
Sterling Brokers
Canada
- Full-time
Collaborate with our internal GRS team to support client requirements for financial planning support services and or retirement/investment plans as part of their Group Benefits solution.
Added 5 hours ago
T
Représentant Du Service à La Clientèle
TEKsystems
Winnipeg, MB
- $24 to $25 CAD / hour
- Contract
Proven ability to build rapport and maintain client relationships, preferably in the financial or service industry, while working independently and as part of a team.
Added 6 hours ago
H
Senior Project Manager, Power Generation
HDR
Saskatoon, SK
- Full-time
We believe electricity powers modern life. As part of our Power sector, you’ll help shape how electricity is generated, transmitted and delivered as global energy demands grow. From massive…
Added 11 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Toronto, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 12 hours ago
LH
Physiotherapist
Lifemark Health Group
Quinte West, ON
- $36.92 to $54.14 CAD / hour
- Full-time
PhysioHouse Trenton clinic provide personalized, evidence-based rehabilitation for a predominantly private client population, helping individuals recover from injury, manage pain, and…
Added 12 hours ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grande Prairie, AB
Westland Insurance Group Ltd has an exciting opportunity for a Trainee, Insurance Advisor at our Grande Prairie, AB location. Do you love to provide exceptional client service? If so, you…
Added 12 hours ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Fort Saskatchewan, AB
Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Fort Saskatchewan, AB office. Do you love to talk about insurance and provide exceptional…
Added 13 hours ago
C
Associate Financial Advisor
CIBC
Charlottetown, PE · PEI-University and Belvedere
- Full-time
…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,…
Added 13 hours ago
OT
Lead Financial Analyst
Open Text Corporation
Mississauga, ON · Richmond Hill, ON · Waterloo, ON
- Other
…environment, embraces a collaborative work style and possesses a clear client and operations focus, with a passion for business…
Added 13 hours ago
DT
Gestionnaire de projet - Gestionnaire de programme sénior - Senior Project - Program Manager
Dell Technologies
ON · ON, Canada
- Full-time
…tangibles, en assurant une exécution rigoureuse et une expérience client…
Added 13 hours ago
S
Services Lead, Stores - Full Time
sephora.com
Edmonton, AB
- $20 to $23.55 CAD / hour
- Full-time
…team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 13 hours ago
S
Beauty Advisor - Part Time
sephora.com
Delta, BC
- $19.85 to $24.8 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 14 hours ago
VC
Inside Sales Representative
Viessmann Climate Solutions
Langley (District), BC · Langley, BC
- $33,000 to $83,000 CAD / year
- Full-time
…creating living spaces for future generations. Currently, as part of the Carrier Group, Viessmann combines innovative technologies with a strong commitment to environmental protection,…
Added 17 hours ago
S
Beauty Advisor - Part Time
Sephora
BC · Delta, BC
- $19.85 to $24.8 CAD / hour
- Part-time
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 22 hours ago
S
Services Lead, Stores - Full Time
Sephora
Edmonton, AB
- $20 to $23.55 CAD / hour
- Full-time
…team execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 1 day ago
AI
Service Manager - 417 Nissan
AutoCanada Inc.
Ottawa, ON
- $75,000 to $125,000 CAD / year
- Full-time
417 Nissan is proud to be a part of the AutoCanada dealership network. AutoCanada is the largest Canadian owned and publicly traded automotive dealer group operating in Canada and the US.…
Added 1 day ago
AI
Service Advisor - Grande Prairie Hyundai
AutoCanada Inc.
Grande Prairie, AB
- $40,000 to $70,000 CAD / year
- Full-time
Grande Prairie Hyundai is proud to be a part of the AutoCanada dealership network. AutoCanada is the largest Canadian owned and publicly traded automotive dealer group operating in Canada…
Added 1 day ago
A
Représentant(e) des ventes- Grands comptes (CHASSEUR)/Senior Sales Representative, Up Market Accounts (Hunter)
ADP
Montreal, QC
- Full-time
Identifier les menaces concurrentielles et positionner la valeur différenciée d’ADP pour accroître la part de marché
Added 1 day ago
SO
Senior Advanced Planning Advisor
Stone Owl Family Office
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As a Senior Advanced Planning Advisor, you will work closely with our cross-disciplinary team to guide business owners and their families through complex estate, succession, and corporate…
Added 1 day ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Drummondville, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 1 day ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Sherbrooke, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 1 day ago
W
Labour and Employee Relations Specialist
Worley
AB · Edmonton, AB
- Full-time
Opportunity to grow your career and be a part of some of world's most challenging heavy-oil facilities, gas plants, power-stations and other sustainable energy projects.
Added 1 day ago
B
Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth professionals partner across investment management, financial planning, private…

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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