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Added 26 mins ago
Wealth Advisor
Sonance Wealth Partners
Edmonton, AB
The Wealth Advisor is a critical leadership role within JV, providing holistic wealth management services to individuals, families, professionals and business owners. Reporting to one of…
Added 26 mins ago
Associate Portfolio Manager | Ongoing Opportunities
Sonance Wealth Partners
Ottawa, ON · Edmonton, AB · Lethbridge, AB
We welcome expressions of interest from early-career investment professionals seeking future Associate Portfolio Manager opportunities across Sonance Financial’s Partner Groups. This is an…
Added 2 hours ago
C
Temporary Sales Associate
Coach
Vancouver, BC
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 2 hours ago
C
Temporary Sales Support Associate
Coach
Vancouver, BC
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 2 hours ago
Global Service Lines (GIFT) - Associate Director
EY
Toronto, ON
…Global Service Line Finance teams’ partner across a diverse portfolio, with a strong focus on client needs, transformation, innovation and sustainable stakeholder…
Added 3 hours ago
LC
Sr. Director, Pharmacy Services and Virtual Care
Loblaw Companies Limited
Toronto, ON
- Full-time
…execution of the go-to-market strategy and ongoing business management of our Pharmacy Services portfolio to deliver a world-class health experience focused on quality patient outcomes. In…
Added 3 hours ago
SD
Spécialiste du soutien aux patients /Patient Support Specialist
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
- Full-time
…(HCPs), clinics, pharmacies, and enterprise partners across a portfolio of up to 70 Patient Support…
Added 3 hours ago
LC
Senior Director, Pharmacy Experience and Transformation
Loblaw Companies Limited
Toronto, ON
- Full-time
Lead a portfolio of key transformation initiatives, including Experience Insights & Analysis, Pharmacy Experience Program (PEP), Rx Delivery, AI Call Agent and Assisted Data Entry.
Added 4 hours ago
LA
Manager, Agency Operations
Loblaw Agency
Toronto, ON
- Full-time
The Manager, Agency Operations will report to the Sr. Manager, Agency Operations and support our Shoppers Drug Mart brand portfolio.
Added 5 hours ago
NB
Director, Commercial Banking
National Bank of Canada
Vancouver, BC
- Full-time
Reporting to Associate Vice-President, you will manage a portfolio of clients covering the Vancouver region.
Added 5 hours ago
NB
Wealth Associate
National Bank of Canada
Sherbrooke, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 7 hours ago
KS
Temporary Sales Support Associate
kate spade new york
Vancouver, BC · Pacific Centre
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 7 hours ago
KS
Temporary Sales Associate
kate spade new york
Vancouver, BC · Pacific Centre
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 7 hours ago
C
Temporary Sales Support Associate
Coach
Edmonton, AB
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 10 hours ago
KS
Temporary Sales Support Associate
kate spade new york
AB · Edmonton
- Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 13 hours ago
SG
Associate Director – Non-Bank Financial Institutions, New York City, Denver or Toronto
S&P Global
Toronto, ON
- Full-time
In this role, you will lead credit analysis across a portfolio of complex financial institutions and contribute to independent credit opinions relied on by market participants. You will…
Added 14 hours ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 14 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 14 hours ago
NB
Wealth Associate
National Bank of Canada
Richmond Hill, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 17 hours ago
KD
Gestionnaire, Omnimarketing - McCafé | Associate Manager, Omni Marketing - McCafé
Keurig Dr Pepper
Montreal, QC
- Full-time
Added 19 hours ago
GC
Red Seal Parts Technician (Warehouseperson)
Glencore Canada
Elkford, BC
- Full-time
EVR is proud to be part of the Glencore Group, contributing to a global portfolio of operations with a history that dates back more than 100 years in Canada.
Added 20 hours ago
C
Associate Financial Advisor
CIBC
Charlottetown, PE · PEI-University and Belvedere
- Full-time
…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…
Added 1 day ago
LF
Sales Associate (full-time)
Leons Furniture Limited
NS
- Full-time
The Full Time Sales Associate plays a critical role in driving the success of our retail operations by delivering exceptional customer service and achieving sales targets. This position…
Added 1 day ago
Brick Manager, General Sales
Leons Furniture Limited
NL
Today, LFL Group is a proudly Canadian organization with a portfolio of trusted retail brands and businesses, including Leon’s Furniture, The Brick, Appliance Canada, TransGlobal,…
Added 1 day ago
LF
Driver/Helper (full-time hourly)
Leons Furniture Limited
Sarnia, ON
- Full-time
Today, LFL Group is a proudly Canadian organization with a portfolio of trusted retail brands and businesses, including Leon’s Furniture, The Brick, Appliance Canada, TransGlobal,…

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

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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