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Added 9 mins ago
T
Personal Banking Associate (Part Time ,18.75h)- Chabanel, Montreal
TD
Montreal, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 9 mins ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
Added 9 mins ago
T
Personal Banking Associate - Dorval (18.75 hours)
TD
Montreal, QC
- Part-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 9 mins ago
T
Personal Banking Associate Trainee - Dollard-des-Ormeaux (Full time)
TD
Dollard-Des Ormeaux, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 9 mins ago
C
Client Engagement Associate [Hourly] - Contract
CIBC
New Hamburg, ON
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 9 mins ago
C
Client Engagement Associate [Hourly]
CIBC
Peterborough, ON
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 9 mins ago
C
Client Engagement Associate
CIBC
Ottawa, ON
- Full-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 9 mins ago
C
Client Engagement Associate [Hourly]
CIBC
Mississauga, ON · Miss-Dixie Road&Burnhamthorpe
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 9 mins ago
C
Senior Client Engagement Associate
CIBC
Thunder Bay, ON
- Full-time
…their day-to-day banking needs. As a Senior Client Engagement Associate, you'll lead by example in delivering exceptional client experiences while mentoring and supporting the Client…
Added 9 mins ago
SC
Senior Manager, Merchandising and ERP Systems
Staples Canada
Richmond Hill, ON
- Full-time
…Replenishment, and Procurement systems, along with the Retail and Finance modules of the enterprise ERP platform. Build and maintain strong working relationships with Merchandising,…
Added 25 mins ago
C
Pre-Sales D365 / ERP Solutions Architect
Centrilogic
Canada
- Full-time
Microsoft Certified: Dynamics 365 (Expert or Associate level) - Finance, Supply Chain, or equivalent
Added 25 mins ago
TV
New Business Associate
The Vantage Talent Group
Montreal, QC
- $70,000 to $100,000 CAD / year
- Full-time
Added 25 mins ago
M
National Sales Leadership Coordinator
Manulife
Vancouver, BC · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Added 25 mins ago
KS
Retail Sales Associate
Kognitive Sales Solutions
Sarnia, ON
- Full-time
Added 39 mins ago
SD
Administrateur de magasin temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Added 39 mins ago
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Administrateur de magasin temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Added 55 mins ago
V
Payroll Associate
Vaco
Waterloo, ON
- $75,000 to $85,000 CAD / year
- Full-time
Added 55 mins ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
Added 1 hour ago
C
Client Engagement Associate [Hourly]
CIBC
Mississauga, ON · Miss-Dixie Road&Burnhamthorpe
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 1 hour ago
C
Associate Investment Advisor
CIBC
Barrie, ON
- Full-time
…trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward…
Added 1 hour ago
C
Client Engagement Associate [Hourly]
CIBC
Mississauga, ON
- Part-time
…clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding clients through…
Added 1 hour ago
RH
Senior Client Service Associate
Robert Half
Mississauga, ON
- Full-time
Robert Half is looking to hire a Senior Client Service Associate to join our Management Resources team to develop, grow, and nurture client relationships. This is a full time position.
Added 2 hours ago
UO
Director, Administration
University of Victoria
Victoria, BC
- Full-time
Under the direction of the Dean, and in collaboration with Associate Deans and Chairs/Directors as applicable, the Director, Administration (DA) is responsible for the management of the…
Added 3 hours ago
FC
Associate, Compensation (12 to 15-month contract)
Fiera Capital
Montreal, QC
- Full-time
The Associate, Compensation supports the Advisor, Compensation in the day-to-day delivery of the organization's compensation programs. Working under the Advisor's guidance, the role focuses…
Added 4 hours ago
NB
Manager, Financing Solutions
National Bank of Canada
Montreal, QC
- Full-time
…trusted advisor to these clients. This position reports to the Associate Vice President of Pharmacies and Healthcare…

CIBC

Associate Financial Advisor

Brantford, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 2, 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 26, 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.

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

Brantford-Lynden Park Mall

Employment Type

Regular

Weekly Hours

37.5

Skills

Client Relations, Client Service, Customer Experience (CX), Digital Literacy, Educational Savings Plans, Financial Goals, Financial Products, Financial Services, Goal Planning, Group Problem Solving, Investments, Outbound Calls, Personal Investments, Regulatory Requirements, Results-Oriented, Retirement Planning, Retirement Planning Services

Apply About employer

More about this job

Responsibilities

You will manage a portfolio of mortgage clients while providing personalized financial advice and solutions to meet their personal and small business needs. Additionally, you will engage in business development and networking activities to grow the 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

Financial advice
Sales results
Client engagement
Relationship building
Business development
Networking
Financial planning
Retail banking
Mortgage management
Technology proficiency
Critical thinking
Communication
Customer service
Portfolio management
Mutual funds

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

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