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Added 16 mins ago
PC
Real Assets, Infrastructure Project Finance, Manager
Pwc Canada
Toronto, ON
- Full-time
Build and maintain strong client relationships, serving as a trusted advisor
Added 29 mins ago
L
Senior Legal Counsel
lululemon
Vancouver, BC
- Full-time
…compliance automation processes. Success means becoming the go‑to advisor for our partners, a thought leader in the business, and a culture champion who enables partners to achieve…
Added 56 mins ago
C
Associate Financial Advisor
CIBC
Invermere, BC
- 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 2 hours ago
A
Senior Advisor, Executive Communications
AtkinsRéalis
Montreal, QC
- Full-time
In this role, you will serve as a trusted communications advisor to the President & CEO, providing strategic counsel and leading initiatives that strengthen leadership engagement, align…
Added 2 hours ago
IF
Senior Customer Experience Consultant- Claims
Intact FC
Montreal, QC · Quebec, QC · Laval, QC · Saint-Hyacinthe, QC
- Full-time
Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
Added 3 hours ago
CG
Registered Dietitian , Cornwall Ontario (Contract)
Compass Group Canada
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…topics, including mental, physical, spiritual, and financial wellbeing. We also have an Employment Assistance Program which provides our associates with access to 24/7 support, resources,…
Added 3 hours ago
PP
Account Manager
Preston Phipps Inc
Mississauga, ON
- Full-time
…Canada. In this role, you’ll learn how to become a trusted advisor to contractors, consultants, and end users - helping them design, optimize, and maintain high‑performance mechanical…
Added 4 hours ago
FC
Account Manager
Flow Control Group
Mississauga, ON
- Full-time
…Canada. In this role, you’ll learn how to become a trusted advisor to contractors, consultants, and end users - helping them design, optimize, and maintain high‑performance mechanical…
Added 4 hours ago
Section Manager, Risk Services
The City of Red Deer
Red Deer, AB
…community, with priorities centered on a vibrant economy, community wellbeing, and strong…
Added 4 hours ago
C
Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Brampton, ON
- Full-time
…providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a…
Added 4 hours ago
D
Program Adoption Advisor
Dialogue
Toronto, ON · Montreal, QC
- $72,400 to $85,975 CAD / year
Dialogue is looking for a Program Adoption Advisor to take part in our mission to help people improve their wellbeing. Your role will be to support daily Customer Success operations,…
Added 5 hours ago
NB
Banking advisor
National Bank of Canada
Carleton, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 hours ago
CG
Director, Strategic Alliance Group
Compass Group Canada
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…Alliance Group (SAG). The Director operates as a strategic advisor to operators and clients, leading proactive engagement that strengthens partnerships, anticipates risk, and drives…
Added 5 hours ago
NB
Associate
National Bank of Canada
Drummondville, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 5 hours ago
WHS Specialist
Amazon
New Westminster, BC
Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
Added 5 hours ago
TP
Corporate Psychologist
Toronto Police Service
Toronto, ON
- Full-time
We are pleased to share with you this exciting opportunity as a Corporate Psychologist Mental Health & Wellbeing within the Wellness Unit of the Toronto Police Service.
Added 6 hours ago
C
Mobile Mortgage Advisor – Bilingual
CIBC
Granby, QC
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 6 hours ago
C
Mobile Mortgage Advisor – Bilingual
CIBC
Richelieu, QC · Saint-Jean-sur-Richelieu, QC
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 6 hours ago
IF
Principal, Software Engineering – Shared Services
Intact FC
Toronto, ON
- Full-time
Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
Added 8 hours ago
HI
Personal Insurance Advisor
HUB International
Winnipeg, MB
- Full-time
As a Personal Insurance Advisor, you are a key player in providing professional, efficient, and courteous service to all clients with respect to Personal Insurance products. This position…
Added 9 hours ago
C
Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
…CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs…
Added 9 hours ago
C
Associate Financial Advisor - Dollard-Des-Ormeaux
CIBC
Dollard-Des Ormeaux, QC · Centennial Plaza
- 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 10 hours ago
C
Administrative Assistant
CIBC
Calgary, AB
- Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 14 hours ago
NB
Banking Advisor
National Bank of Canada
Baie-Comeau, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 14 hours ago
NB
Banking Advisor Remote Advisory Center
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor in Client Contact Centre means playing a role similar as the one in a branch but working from our advisory call center. You support an established, more…

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

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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 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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