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Added 13 mins ago
GO
Director, Workforce Development
Government of Manitoba
Winnipeg, MB
- Full-time
As a member of the division’s management team, the Director is responsible to lead and manage the Workforce Development Unit, reporting to the Executive Director of the Policy and Planning…
Added 13 mins ago
WF
Bakery Team Member (Service Counter) - Part Time
Whole Foods Market
Toronto, ON
- Part-time
Provides support as a member of the Bakery team to include receiving and preparing product, maintaining the Bakery area and displays, and selling product in support of WFM standards.…
Added 13 mins ago
T
Data & AI Alliance Executive
Toast
Toronto, ON
- $130,000 to $165,000 USD / year
- Full-time
If your application is successful, we’ll schedule a vetting call with a member of the Toast team. This 30-45 minute informal conversation is designed for us to get to know you better and…
Added 13 mins ago
WF
Cashier Team Member (Front End Service) - Part Time
Whole Foods Market
Toronto, ON
- Part-time
Provides support as a member of the Customer Service & E-Commerce team to include assisting customers during the check-out process, performing all cash register functions, bagging…
Added 13 mins ago
WC
PT Pharmacy Assistant
Walmart Canada
Richmond, BC
- Full-time
…participate in all aspects of Pharmacy Operations required of a team player. They are a key member in the delivery of superior customer…
Added 14 mins ago
WF
Prepared Foods Production Team Member (Deli / Culinary Prep) - Part Time
Whole Foods Market
Vancouver, BC
- Part-time
Performs all functions related to preparation, counter service, sanitation, and stocking of products. All Whole Foods Market Retail jobs require ensuring a positive company image by…
Added 14 mins ago
WF
Bakery Production Team Member (Food Preparation) - Full Time
Whole Foods Market
Vancouver, BC
- Full-time
…times.Performs all functions relating to preparation, counter service, and stocking of product. Decorates and finishes cakes and pies. All Whole Foods Market Retail jobs require ensuring a…
Added 14 mins ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Duncan, BC
- Full-time
…participate in all aspects of Pharmacy Operations required of a team player. They are a key member in the delivery of superior customer…
Added 14 mins ago
T
Senior Manager - Senior Tech Lead – AI & Technology Transformation
Toast
Montreal, QC
- $103,000 to $190,000 USD / year
- Full-time
If your application is successful, we’ll schedule a vetting call with a member of the Toast team. This 30-45 minute informal conversation is designed for us to get to know you better and…
Added 14 mins ago
PC
Administrative Assistant
PwC Canada
Toronto, ON
- Full-time
This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.
Added 14 mins ago
WC
WM Over the Counter Pharmacy Assistant store 3650
Walmart Canada
Calgary, AB
- Full-time
…participate in all aspects of Pharmacy Operations required of a team player. They are a key member in the delivery of superior customer…
Added 14 mins ago
PC
Administrative Assistant
PwC Canada
Calgary, AB
- Full-time
This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.
Added 14 mins ago
WF
Prepared Foods Dishwasher - Part Time
Whole Foods Market
Vancouver, BC
- Part-time
…company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. All positions must be performed in accordance with team and store Standard…
Added 14 mins ago
MS
Millwright/Lift Mechanic
Mt Seymour Resorts Ltd
North Vancouver, BC
- Full-time
We are currently recruiting for full-time, year-round Millwright/Lift Maintenance Mechanics to join our maintenance team. This is a hands-on position responsible for performing all…
Added 14 mins ago
PC
Administrative Assistant
PwC Canada
Montreal, QC
- Full-time
This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.
Added 14 mins ago
DH
Senior Events Manager
Delta Hotels and Resorts®
Burnaby, BC
- Contract
…markets all around the world. If you enjoy delivering purposeful service and focusing on the details that matter, we invite you to explore jobs at Delta Hotels by Marriott. In joining Delta…
Added 14 mins ago
PH
Clinical Biochemical Geneticist, Division of Biochemical Genetics, Department of Pediatrics - BC Children’s Hospital & The University of British Columbia (UBC)
Provincial Health Services Authority
Vancouver, BC
- Full-time
The successful applicant will join a clinical team of five biochemical geneticists, three dieticians, two nurses, one genetic counselor, one social worker and trainees (fellows and…
Added 14 mins ago
WF
Prepared Foods Team Member (Deli Service Counter & Culinary Venues) - Full Time
Whole Foods Market
Oakville, ON
- Full-time
Provides support as a member of the Prepared Foods team to include preparation, counter service, sanitation, and stocking of products. All Whole Foods Market Retail jobs require ensuring a…
Added 14 mins ago
PC
Administrative Assistant
PwC Canada
Vancouver, BC
- Full-time
This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.
Added 14 mins ago
NV
Success Centre Planner
Nicola Valley Institute of Technology
Merritt, BC
- Full-time
Reporting to the Manager of the Success Centre, the Success Centre Planner is a student-facing member of the Enrolment Services team who supports learner engagement, success, and retention…
Added 14 mins ago
WF
Butcher - Full Time
Whole Foods Market
Toronto, ON
- Full-time
…company image by providing courteous, friendly, and efficient service to customers and Team Members at all times. All positions must be performed in accordance with team and store Standard…
Added 14 mins ago
PC
Administrative Assistant
PwC Canada
Ottawa, ON
- Full-time
This position ensures continuity and upholds our standards of excellence following the departure of a valued team member.
Added 14 mins ago
T
Enterprise Architect, AI Engineering – Security & Compliance
Toast
Toronto, ON
- $130,000 to $180,000 USD / year
- Full-time
…than 10,000 people across the country. Their AI Engineering team turns emerging AI capabilities into secure, scalable, production-ready applications and platforms used across the firm. As…
Added 14 mins ago
T
Customer Experience Associate - Mandarin or Cantonese Language Skills an Asset
TD
Richmond, BC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 14 mins ago
C
Client Engagement Associate
CIBC
Abbotsford, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll work in a fast-paced Banking Center.. As a Client Engagement Representative, you will be the first point of contact for most…

CIBC

Associate Financial Advisor

Peterborough, ON, Canada
Peterboro-Monaghan&Lansdowne, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 9, 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

Peterboro-Monaghan&Lansdowne

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

Apply About employer

More about this job

Responsibilities

Advise personal and small business clients by understanding their priorities, recommending personalized financial solutions, and helping them plan toward their goals. Build and deepen client relationships, manage a mortgage client portfolio, generate business through outreach and community events, and introduce clients to digital banking tools and appropriate banking partners.

Requirements

Candidates need 2–3 years of experience providing financial advice and achieving sales results through advice-based conversations. They must hold a current Mutual Funds License accreditation, be in good standing, and meet CIRO-MFD licensing eligibility requirements; CFSA accreditation is an asset.

Skills

Client Service
Customer Experience
Digital Literacy
Financial Products
Goal Planning
Group Problem Solving
Outbound Calls
Regulatory Requirements
Results Orientation
Financial Advice
Sales
Relationship Building
Business Development
Client Engagement
Critical Thinking
Mobile Banking

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Business Banking
Financial Advice
Financial Planning
Retail Banking
Mortgage Clients
Mutual Funds License
Canadian Securities Course
Investment Funds in Canada
CIRO-MFD Licensing
CFSA
Client Engagement
Relationship Building
Business Development
Sales Results
Advice-Based Conversations
Investment Needs
Credit Needs
Financial Products
Mobile Banking Applications
Outbound Calls
Community Events
Regulatory Requirements
Client Experience
Portfolio Management

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