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Added 40 mins ago
PC
Senior Human Resources Generalist
Parkinson Canada
Remote, Canada
- $85,000 to $95,000 CAD / year
- Full-time
- Remote
Serves as the first-line advisor to people leaders on performance management, attendance, conduct, accommodation, and workplace conflict, resolving matters independently within policy and…
Added 55 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Modernizing the global finance operating model through standardization, simplification, automation, and continuous improvement.
Added 55 mins ago
C
Associate Insurance Advisor
Co-operators
Yellowknife, NT
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CC
Manager, Talent Acquisition
Connor, Clark & Lunn Financial Group (CC&L)
Toronto, ON
- Full-time
…continuous improvement initiatives. You will serve as a trusted advisor to business leaders, support the development of our recruitment team, and help advance our use of technology, data,…
Added 1 hour ago
D
Senior Advisor, Pricing of products and services
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a senior product and service pricing advisor, you help develop, update and monitor prices for products and services to promote business development and maximize profitability. You lead…
Added 1 hour ago
D
Senior Advisor, Strategic Performance
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a Senior Advisor, Strategic Performance on the Strategic Advice, Communication and Performance Team, you help coordinate initiatives involving the first line of defence. You contribute…
Added 2 hours ago
SENIOR FINANCIAL ANALYST ACCOUNTING SERVICES
City of Toronto
ON · Toronto, ON
Job Category: Finance, Accounting & Purchasing
Added 2 hours ago
Manager, Product Analytics
Rogers Communications
Toronto, ON
…supporting the Product Management team and its stakeholders across Finance, Sales, Marketing, Customer Experience, and…
Added 3 hours ago
AC
Accountant, Assurance and Accounting - January 2027
ACCA Careers
Kamloops, BC
- 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 3 hours ago
A
Technology Strategy & Transformation Manager
Accenture
Toronto, ON
- Full-time
Serve as trusted advisor to the C-suite defining strategy at the intersection of both technology and business
Added 3 hours ago
C
Sr. Manager, Email and Distributed Marketing
CIBC
Toronto, ON
- Full-time
…strategy and lead the execution, governance, and optimization of advisor and business-driven email communications across both Salesforce Marketing Cloud and traditional email channels,…
Added 3 hours ago
AS
Principal Banking Technology & Solution Architect (Canada only)
Aequilibrium Software Inc.
Remote, Canada
- $80 to $100 CAD / hour
- Contract
- Remote
You will work directly with credit union CTOs, CIOs and transformation leaders as a trusted technical advisor.
Added 4 hours ago
A
Everyday Banking Advisor - Cardston
ATB
Cardston, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 4 hours ago
VF
Insurance and Investment Advisor
VFG Financial Group
Mississauga, ON
- Full-time
As a VFG Financial Group Advisor, you will benefit from:
Added 4 hours ago
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Financial Advisor - Scotia Plaza, Toronto
Scotiabank
Toronto, ON
- Full-time
Added 4 hours ago
C
Private Banking Associate
CIBC
London, ON
- Full-time
…financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products and services within established…
Added 5 hours ago
SQ
Underwriting Consultant
Sunlife Québec
Quebec, QC
- Full-time
Engage internal partners, business leaders, and advisors to deliver an advisor and Client-centric experience grounded in expertise, empathy, and trust.
Added 5 hours ago
IH
Senior Strategic Business Advisor
Interior Health Authority
BC · British Columbia, Canada
- Full-time
The Senior Strategic Business Advisor is responsible for supporting the Physician Compensation Team within the Finance portfolio, and the Medical Staff Contracts & Recruitment portfolio in…
Added 5 hours ago
WI
Independent Insurance broker
WellCare Insurance Corp.
Toronto, ON
- Full-time
Whether you’re an experienced broker with an established book of business or a motivated advisor looking to grow your career, we’d love to connect with you.
Added 6 hours ago
RB
Client Advisor
Royal Bank of Canada
Quebec, QC
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 6 hours ago
RB
Administrative Assistant
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 6 hours ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Full-time
Added 6 hours ago
AC
Sr Underwriter, Surety
Aviva Canada
Vancouver, BC
- Full-time
As a trusted advisor, you will help strengthen and expand Aviva's Surety presence by managing a portfolio of contractor accounts, collaborating with accredited brokers, and contributing to…
Added 6 hours ago
K
Senior Consultant - IT Risk Services
KPMG
ON · Toronto, Ontario
- Full-time
Strong understanding and experience with IT risk management and assessments in different capacities (e.g. advisor, internal/external audits, implementor).
Added 6 hours ago
Manager, Talent Acquisition
Connor, Clark & Lunn Financial Group Ltd.
Toronto, ON
…continuous improvement initiatives. You will serve as a trusted advisor to business leaders, support the development of our recruitment team, and help advance our use of technology, data,…

CIBC

Associate Financial Advisor

Beaverton, ON, Canada

Full-time

Apply About employer

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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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