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Added 1 hour ago
TD
Head of Performance Marketing
Tiller Digital
Calgary, AB
- Full-time
…marketing practice serving mid-market B2B SaaS clients. As a member of Tiller's leadership team, you will own client performance outcomes, team development, and the systems that enable…
Added 1 hour ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Earned the confidence of the CEO, CFO, Executive Leadership Team, Board of Directors, and Audit Committee as a strategic advisor.
Added 1 hour ago
D
Client Financial Services Agent
Desjardins
Saint-Apollinaire, QC · Caisse Desjardins du Centre de Lotbinière
- Full-time
…your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide…
Added 2 hours ago
AC
Co-op Accountant, Assurance & Accounting (January 2027)
ACCA Careers
Owen Sound, ON
- Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 2 hours ago
V
Social Work Lead - Full time
VAST_BC
Vancouver, BC
- Full-time
VAST is an active member of the International Rehabilitation Council for Victims of Torture (IRCT), the Canadian Council for Refugees (CCR), and the Canadian Network for Survivors of…
Added 2 hours ago
CR
Apply today for various entry-level jobs at CRA in Sudbury, Ontario! Opportunities for BILINGUAL SP-03 and SP-04 positions
Canada Revenue Agency - Agence du revenu du Canada
Sudbury, ON
- Temporary
Be part of a team that helps Canadians access the programs and benefits they rely on. As a member of our organization, you will analyze taxpayer and benefit information, apply legislation…
Added 3 hours ago
JB
Human Resources Business Partner (HRBP) - Human Resources - Labour Relations
Joseph Brant Hospital & Foundation
Burlington, ON
- Full-time
…Academic Community Teaching Hospital. JBH is also a partner member of the Burlington Ontario Health Team (BOHT). JBH is deeply committed to providing exemplary care and living the…
Added 3 hours ago
LH
Physiotherapist
Lifemark Health Group
Ajax, ON
- $36.92 to $54.14 CAD / hour
- Part-time
As a Lifemark physiotherapist, you’ll be a vital member of a multidisciplinary team, empowering individuals to overcome challenges, improve their mobility, and achieve their health goals.…
Added 3 hours ago
LH
Physiotherapist - ADP Authorizer
Lifemark Health Group
Leamington, ON
- $36.92 to $54.14 CAD / hour
- Contract
As a Lifemark physiotherapist, you’ll be a vital member of a multidisciplinary team, empowering individuals to overcome challenges, improve their mobility, and achieve their health goals.…
Added 3 hours ago
LH
Physiotherapist
Lifemark Health Group
Walkerton, ON
- Contract
As a Lifemark physiotherapist, you’ll be a vital member of a multidisciplinary team, empowering individuals to overcome challenges, improve their mobility, and achieve their health goals.…
Added 3 hours ago
TC
Senior Analyst, Joint Security Operations Center
Toromont Cat
Concord, ON
- Full-time
…mentorship to team members. You will serve as a key technical advisor within the JSOC and play an important role in advancing Toromont's cybersecurity operations and overall security…
Added 4 hours ago
SC
Senior Financial Service Advisor - TERM 12 Monthes
Sunshine Coast Financial
Madeira Park, BC
- Contract
As a Senior Financial Service Advisor Team Lead, you will have a highly developed process for proactive outreach, pipeline management, and engagement of our line of business specialists to…
Added 4 hours ago
TU
Global Engagement Associate Advisor
The University of British Columbia
Vancouver, BC
- $5,692.25 to $8,179.5 CAD / month
- Full-time
The Global Engagement Associate Advisor is a member of the Go Global: International Learning Programs unit under the Office of Global Engagement. The incumbent interacts closely with UBC…
Added 4 hours ago
CU
Mechatronics Technologist
Carleton University
Ottawa, ON
- Other
…Mechanical and Aerospace Engineering Laboratories, and as a member of the Technical Staff, the Mechatronics Technologist is jointly responsible for creating, operating and maintaining a…
Added 5 hours ago
V
Journal Editorial & Production Coordinator
VAST_BC
Vancouver, BC
- Part-time
…haven to those who at risk of persecution. VAST is an active member of the International Rehabilitation Council for Victims of Torture (IRCT), and the Canadian Network for Survivors of…
Added 5 hours ago
SQ
Wealth Specialist
Sunlife Québec
Montreal, QC
- Full-time
The Wealth Specialist is a key member of the Wealth Consulting team responsible for supporting advisor development, portfolio analysis, business planning activities, and the execution of…
Added 5 hours ago
C
Associate Financial Advisor
CIBC
Winnipeg, MB
- Full-time
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…
Added 6 hours ago
CC
IT Coordinator & Technical Support Specialist
Carlson Construction Group
North Vancouver, BC
- $75,000 to $80,000 CAD / year
- Full-time
…resolving a complex systems issue, helping onboard a new team member, or supporting executive leadership, you'll play a key role in ensuring technology operates seamlessly across the…
Added 6 hours ago
PC
Cloud Architecture & Engineering, Director
PwC Canada
Toronto, ON
- Full-time
Serve as a trusted advisor to executive-level stakeholders, helping them define and execute cloud strategies and operating models.
Added 6 hours ago
PC
Cloud Architecture & Engineering, Director
PwC Canada
Ottawa, ON
- Full-time
Serve as a trusted advisor to executive-level stakeholders, helping them define and execute cloud strategies and operating models.
Added 6 hours ago
B
Senior Manager, Strategy Commercial Banking
BMO
Toronto, ON · YNG
- Full-time
Acts as a trusted advisor to assigned business/group.
Added 6 hours ago
T
Director, Western Canada - TD Asset Management
TD
Calgary, AB
- Full-time
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and…
Added 6 hours ago
C
Financial Advisor- CIRO-ID
CIBC
Calgary, AB
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 6 hours ago
E
Principal Technical Consultant, Geochemistry (Casual)
ERM
Vancouver, BC
- $56.63 to $70.82 CAD / hour
- Part-time
You will serve as a technical leader and trusted advisor, integrating geochemistry with hydrology, hydrogeology, aquatics, and toxicology to deliver innovative and practical solutions for…
Added 6 hours ago
AC
Cargo Cost Control Advisor
Air Canada
Dorval, QC
- Full-time
A vacancy exists for a highly motivated team member based in Montreal, Cargo HQ and reporting to the Partner, Cargo Ground Handling Performance.

CIBC

Associate Financial Advisor

Milton, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 5, 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 21, 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).
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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

Milton-1005 Maple Ave, Bldg Q

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 comprehensive retail banking advice. 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 results
Client engagement
Relationship building
Business development
Networking
Portfolio management
Mortgage services
Retail banking
Financial planning
Mobile banking applications
Critical thinking
Customer service
Communication
Goal setting

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
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Mortgage
Business Development
Financial Planning
Banking Centre
Sales
Networking
Mobile Banking
Portfolio Management
Credit
Investment
Customer Experience
Outreach

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