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Added 1 hour ago
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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 2 hours ago
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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 3 hours ago
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HR Advisor / Conseiller(ère) en ressources humaines
DWF
Toronto, ON
- Full-time
We are currently looking for a Bilingual HR Advisor who shares our purpose and vision to join our global team. This role can be based out of our Toronto, Vancouver, Calgary or Montreal…
Added 3 hours ago
BB
Retail Associate (Full Time)
Best Buy Canada
Fort McMurray, AB
- Full-time
You’ll love it here! We are hiring immediately for a retail associate, which we call a solutions advisor at Best Buy. As a retail associate, you will keep our store looking great and…
Added 4 hours ago
CP
Tax Advisor
Capital Power
Edmonton, AB
- Full-time
Reporting to the Senior Lead, Taxation, the Tax Advisor will support the tax team in preparing complex tax returns, tax provision and related reporting requirements.
Added 5 hours ago
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Tangerine Growth Advisor - Tangerine
Tangerine
Toronto, ON
- Full-time
Minimum 3-5 years of work experience, as a financial planner or investment advisor, dealing 1:1 with clients
Added 5 hours ago
CN
Sr. Safety Advisor (6 Months)
Civeo North America
AB · Alberta, Canada
- Full-time
…providing outstanding service to our guests and ensuring the wellbeing of our employees and…
Added 5 hours ago
C
Mobile Mortgage Advisor – Bilingual
CIBC
Montreal, QC
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 5 hours ago
AW
H&S Advisor
All Weather At Home
Edmonton, AB
- Full-time
We’re looking for a Health & Safety Advisor to join our Health & Safety team. In this role, you’ll engage directly and visibly with frontline employees, leads, supervisors, and leadership…
Added 6 hours ago
AW
H&S Advisor
All Weather at Home
AB · Edmonton, AB
- Full-time
We’re looking for a Health & Safety Advisor to join our Health & Safety team. In this role, you’ll engage directly and visibly with frontline employees, leads, supervisors, and leadership…
Added 6 hours ago
C
Associate Financial Advisor
CIBC
Peterborough, ON · Peterboro-Monaghan&Lansdowne
- Full-time
…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,…
Added 6 hours ago
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Financial Advisor- CIRO-ID
CIBC
Sherwood Park, AB
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 6 hours ago
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Manager, Dynamics 365 F&O Consulting
BDO
Vancouver, BC · Hamilton, ON · Ottawa, ON · Toronto, ON
- Full-time
Act as a trusted advisor to external customers and BDO project teams in support of client Dynamics F&O Finance implementations
Added 6 hours ago
Industry Advisor - Public Safety
Softchoice
Ottawa, ON
As an Industry Advisor supporting the Public Safety portfolio and taking full advantage of Softchoice’s comprehensive portfolio of products and solutions, this role will empower and support…
Added 6 hours ago
D
HR Advisor / Conseiller(ère) en ressources humaines
DWF
Toronto, ON · Greater Toronto Area, Canada
- Full-time
We are currently looking for a Bilingual HR Advisor who shares our purpose and vision to join our global team. This role can be based out of our Toronto, Vancouver, Calgary or Montreal…
Added 7 hours ago
C
Associate Financial Advisor
CIBC
Beaverton, ON
- Full-time
…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,…
Added 8 hours ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 8 hours ago
NB
banking advisor
National Bank of Canada
L'Île-Perrot, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 9 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Terrebonne, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 9 hours ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 hours ago
NB
Banking Advisor
National Bank of Canada
Aurora, ON
- Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 9 hours ago
NB
Manager, Financing Solutions - Real Estate Group
National Bank of Canada
Vancouver, BC
- Full-time
Serve as a trusted advisor and real estate financing expert by monitoring market trends, identifying sector risks, and supporting the development of team expertise.
Added 9 hours ago
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Financial Advisor - CIRO-ID (Urban)
CIBC
Vancouver, BC
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 9 hours ago
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Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
…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,…
Added 9 hours ago
Tangerine Growth Advisor - Tangerine
Scotiabank
Toronto, ON
Minimum 3-5 years of work experience, as a financial planner or investment advisor, dealing 1:1 with clients

CIBC

Associate Financial Advisor

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

Full-time

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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

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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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