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Added 11 mins ago
Store Associate
Sherwin-Williams
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…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 11 mins ago
DI
Agent des services douanes | Customs Services Agent
Delmar International Inc.
Lacolle, QC
- Full-time
Reporting to the Customs Manager, the Customs Associate is responsible for gathering information needed to complete rating and clearances of shipments and communicate this information…
Added 11 mins ago
MH
Experienced Associate, Audit
McGovern Hurley LLP
Toronto, ON
- Full-time
Build and fortify your technical and professional skills while enhancing your soft skills through client interactions, and collaboration within an engagement team.
Added 11 mins ago
DI
Agent des services douanes | Customs Services Agent
Delmar International Inc.
Lacolle, QC
- Full-time
Reporting to the Customs Manager, the Customs Associate is responsible for gathering information needed to complete rating and clearances of shipments and communicate this information…
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Senior Associate, Audit
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- Full-time
…ability to assist in leading audit engagements within fast-paced, client-focused environments. You are recognized with your collaborative approach to work – mentoring junior team members,…
Added 26 mins ago
RB
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- Part-time
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Associate Advisor
Royal Bank of Canada
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- Full-time
As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued…
Added 26 mins ago
R
Associate Advisor
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- Full-time
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Added 26 mins ago
R
Associate
RBC
Toronto, ON
- Full-time
…individual to join our leading wealth management firm as an…
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Investment and Retirement Planning Associate
RBC
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- Part-time
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus…
Added 26 mins ago
DI
Agent des services douanes | Customs Services Agent
Delmar International Inc.
Lacolle, QC
- Full-time
Reporting to the Customs Manager, the Customs Associate is responsible for gathering information needed to complete rating and clearances of shipments and communicate this information…
Added 41 mins ago
T
Personal Banking Associate
TD
Red Deer, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 41 mins ago
T
Personal Banking Associate
TD
Windsor, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 41 mins ago
AC
Early Careers: Commercial Risk Associate
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Calgary, AB · Vancouver, BC · Halifax, NS · Toronto, ON
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Coordinator II-Safety
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Associate
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…individual to join our leading wealth management firm as an…
Added 42 mins ago
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Associate Advisor
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As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued…
Added 42 mins ago
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Associate
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- Full-time
RBC Dominion Securities Branch located in downtown Toronto, is looking for a PIM Trading Associate to join a top investment advisory team. You will be supporting the business of an…
Added 56 mins ago
C
Associate Financial Advisor
CIBC
Montreal, QC
- 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 56 mins ago
C
Client Engagement Associate
CIBC
Toronto, ON
- Part-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 56 mins ago
CF
Investment Operations Associate
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- Full-time
…are currently hiring for a full–time Investment Operations Associate to become part of our Client Experience team in Burlington,…
Added 56 mins ago
B
Intermediate Associate, Finance & Operations
BDO
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- Full-time
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Added 56 mins ago
Client Service Assistant
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Toronto, ON
Reporting to the Associate Manager, you will work closely with Group Retirement Services Customer Service Specialists, assisting with daily caseload administration, processing transactions,…
Added 1 hour ago
IF
Associate, Sales and Customer Service
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…communication and people skills, we may be a good fit! As an Associate, Sales and Customer Service, you’ll become a trusted advisor in helping Canadians protect the things they care…

CIBC

Associate Financial Advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 5, 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 29, 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

LaSalle-7077,Boul,Newman

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

You will manage a portfolio of personal and small business clients to provide personalized financial solutions and achieve their financial goals. Additionally, you will engage in business development and networking activities to grow the client base and deepen existing relationships.

Requirements

You must have 2–3 years of experience in providing financial advice and achieving sales results. A valid Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and eligibility for CIRO-MFD licensing are required.

Skills

Financial advice
Sales results
Client engagement
Relationship building
Business development
Networking
Portfolio management
Retail banking
Financial planning
Credit needs
Mobile banking applications
Critical thinking
Communication
Customer service
Goal setting

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
Personal Banking
Business Banking
Mortgage
Mutual Funds License
Canadian Securities Course
Investment Funds in Canada
CIRO-MFD
CFSA
Financial Planning
Retail Banking
Business Development
Networking
Mobile Banking
Sales
Portfolio Management
Banking Centre
Financial Services
Credit

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