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Added 10 mins ago
WC
Program Specialist, PVF (Burlington)
Wolseley Canada Inc.
Burlington, ON
- Full-time
Employee discounts on leading plumbing, HVAC/R, and industrial products
Added 10 mins ago
O
NA Sales Representative, Applications - Opower
Oracle
Canada
- Full-time
Supplemental life insurance (Employee/Spouse/Child)
Added 10 mins ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Redvers, SK
- Full-time
…agricultural community. Our customers count on us for dependable service, expert support, and a shop experience that is…
Added 10 mins ago
TP
Electrical Estimator
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SK · Saskatchewan, Canada
- Full-time
Safety: Safety isn't just a priority; it's our way of working. Every employee has the authority and responsibility to ensure a safe workplace
Added 10 mins ago
BS
Infusion Clinic Nurse - Winkler, MB / Infirmier(ère) de perfusion - Winkler, Man.
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Winkler, MB
- Part-time
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Added 10 mins ago
FR
Light Duty Cleaner
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Toronto, ON
- Full-time
Have knowledge of standard methods, practices, tools, and equipment of the janitorial service
Added 10 mins ago
WB
Head of Manufacturing, Plant Production
Waterloo Biofilter Systems Inc.
ON · Ontario, Canada
- $100,000 to $130,000 CAD / year
- Full-time
…reputation for reliable treatment, low electricity use, long service life and dependable maintenance support. Its proprietary trickle filter technology treats sewage and other wastewaters…
Added 10 mins ago
NM
Shop Foreperson
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…agricultural community. Our customers count on us for dependable service, expert support, and a shop experience that delivers an unmatched…
Added 10 mins ago
WI
Executive Housekeeper - The Wickaninnish Inn
Wickaninnish Inn
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…unwavering passion of our teams. Together we deliver the highest service standards in an engaging and supportive work…
Added 10 mins ago
GD
DYNAMITE - Seasonal Sales Associate - Centre Eaton Montreal
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Montreal, QC
- Temporary
Has the ability to work in a fast-paced environment, while delivering an exceptionally high level of attention and service
Added 10 mins ago
EI
Office Manager
EBC Inc.
Mississauga, ON
- Full-time
This means paying attention not only to how the office operates, but also to how it feels. From welcoming a new employee on their first day, to recognizing an important milestone,…
Added 10 mins ago
D
Chef gestionnaire / Chef manager
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Montreal, QC
- Contract
…that promotes stability, diversity and inclusion, camaraderie, employee recognition, work-life balance, and doing what you love. For over 75 years, the companies that began independently,…
Added 10 mins ago
AC
Claims Analyst - Reinsurance
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- Full-time
Ensure claims and resinsurance information is processed within established account-specific SLAs and service commitments.
Added 10 mins ago
LL
Branch Supervisor - Grand Prairie
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Coordinate and oversee the process and communication flows for the parts and service function including inventory accuracy, work order processing and timely, accurate invoicing
Added 10 mins ago
C
Temporary Sales Associate
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Cuisiner / Cook
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Added 10 mins ago
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Logistics Specialist
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Proactively identify potential shipping delays, discrepancies, or service issues, taking ownership of corrective actions through to resolution.
Added 10 mins ago
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Coordinator, Child & Youth Wellness, Kwakwaka’wakw, Vancouver Island
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Added 10 mins ago
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Superviseur des services alimentaires
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- Full-time
The Food Service Supervisor assists the department manager in coordinating the activities of food service associates, while maintaining the highest standards and levels of customer service.…
Added 10 mins ago
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Added 10 mins ago
FR
Security Concierge
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Provide exceptional Customer Service to Clients, Customers, Contractors and Visitors to client’s property.
Added 10 mins ago
GC
Warehouse Sorter - Part Time
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Added 10 mins ago
FR
Security Concirge
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Added 10 mins ago
EW
Project Manager
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- Full-time
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Added 10 mins ago
EW
Senior Plant Process Engineer
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- Full-time
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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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