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Added 13 mins ago
R
Relationship Manager Intern, Business Market
RBC
Surrey, BC
- Full-time
Completion of the Associate Account Manager training program, or have previous experience as a small business owner, or in similar field
Added 13 mins ago
T
Account Manager II, Agricultural Services
TD
Mount Forest, ON · Stratford, ON
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 13 mins ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 13 mins ago
HR
Associate, Stock Movement
Holt Renfrew
Mississauga, ON
- Full-time
Holt Renfrew offers you an inspiring, fashion-driven environment with opportunities to learn and grow. From our incredible partnerships with iconic luxury brands, to our commitments to…
Added 13 mins ago
CC
Warehouse Associate
Crossroads C&I
AB · Edmonton, AB
- Full-time
Crossroads C&I in Edmonton, AB is currently hiring a Warehouse Associate to perform picking duties for customer orders in addition to executing stock replenishment, inventory transfers and…
Added 13 mins ago
NR
Associate Buyer
Northern Reflections
Toronto, ON
- Full-time
As part of our growing organization, you'll join a collaborative and dynamic team that values innovation, customer connection, and the power of great fashion. Whether it's timeless comfort,…
Added 28 mins ago
C
Associate Financial Advisor
CIBC
Peterborough, ON · Peterboro-Monaghan&Lansdowne
- 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 43 mins ago
Customer Service Representative - Highway 10 & Raylawson, Brampton (26.25 hrs/week)
Scotiabank
Brampton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 43 mins ago
LC
Associate Product Manager, Enterprise Initiatives
Loblaw Companies Limited
Brampton, ON
- Full-time
…authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our…
Added 58 mins ago
RS
Inventory Associate
Retail Services WIS Corporation
BC · SURREY, BC
- Part-time
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Added 1 hour ago
PC
Assistant Store Manager - Full-Time
PVH Corp.
London, ON
- Full-time
…are based on what PVH reasonably believes that it will pay an associate for their base salary for said position at the time of the posting. Individual compensation will ultimately be…
Added 1 hour ago
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Associate Marketing Specialist Intern – Winter 2027 | Stagiaire associé en marketing - hiver 2026
McKesson
Montreal, QC
- Full-time
…empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want…
Added 1 hour ago
D
CST Associate- November 2026
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Montreal, QC
- Full-time
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Added 1 hour ago
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Sales Associate-Print&Services
Staples Inc.
Ajax, ON
- Part-time
Deliver exceptional customer service and proactively identify opportunities to enhance customer engagement and satisfaction.
Added 1 hour ago
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Full-Time Sales Associate
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Associé(e) aux Ventes à temps partiel / Part-Time Sales Associate
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Added 1 hour ago
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Associate Financial Advisor
CIBC
Beaverton, ON
- 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 hour ago
Customer Experience Associate - Avenue Road & Cranbrooke, Toronto, ON (18.75 hours/week)
Scotiabank
Toronto, ON · North York, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Customer Experience Associate - Minto, NB (30 Hours / Week) 1 Year Contract
Scotiabank
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As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Customer Experience Associate - Tatamagouche, NS (15 Hours / Week)
Scotiabank
Tatamagouche, NS
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Customer Experience Associate - Nobleton Branch (18.75 hours/week)
Scotiabank
Nobleton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
S
Facilities Technician II
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Ottawa, ON · Sysco Ottawa
- Full-time
…equipment. This position requires a higher level of skill and experience than the Facilities Technician I, with the ability to work more independently and handle more complex tasks. The…
Added 1 hour ago
On-Site Associate Technician (Technical Support)
Computacenter AG & Co. oHG
Canada
…offering competitive compensation plans and long-term career opportunities, we provide an attractive mix of benefit plans to contribute to your good health, future financial security, and…
Added 1 hour ago
Retail Operations Associate, Sandro/Maje, (Holt Renfew Square One)
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CIBC

Associate Financial Advisor

Beaverton, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 3, 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. 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

Beaverton

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Client Relations, Customer Experience (CX), Financial Services, Investments, Retail Banking

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 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
Client relations
Relationship building
Business development
Networking
Retail banking
Mortgage management
Financial planning
Credit services
Investment services
Technology proficiency
Critical thinking
Communication
Customer experience

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
Banking
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Retail Banking
Business Development
Financial Planning
Mortgage
Client Engagement
Networking
Mobile Banking
Sales Results
Relationship Management
Credit
Investments
Portfolio Management
Customer Service

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