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Added 8 mins ago
J
Digital Designer (B2B / Industry)
Jobgether
Canada
- $70,000 to $85,000 CAD / year
- Full-time
At least 3 years of professional experience in graphic design, digital design, or online advertising.
Added 8 mins ago
BP
Maintenance Mechanic L2
Bora Pharmaceuticals
Mississauga, ON
- Full-time
…mission, our duty, our responsibility, to make our success and our customer’s success more…
Added 8 mins ago
W
Mechanical Engineer Level I
Worley
Calgary, AB · Edmonton, AB
- Full-time
…through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we support customers in navigating complexity as they meet today's needs and transition…
Added 8 mins ago
T
Customer Experience Associate- Whistler, BC
TD
Whistler, BC
- Part-time
…relationships 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…
Added 23 mins ago
TS
Shift Supervisor
The Salvation Army in Canada
St. Albert, AB
- Full-time
Responsible for accurate completion of all customer transactions including cash and debit sales.
Added 23 mins ago
RR
New Home Sales Representative | Preconstruction – Oakville, ON
RARE Real Estate Inc
Oakville, ON
- Full-time
Deliver a professional, welcoming, and informative experience to every prospective purchaser.
Added 23 mins ago
NC
Medical Reports Reviewer (33183)
NYRC Canada
Toronto, ON · North York, ON
- Full-time
NYRC is looking for candidates who are either a regulated healthcare practitioner (ideally kinesiologists or chiropractors) or have experience in the IME (independent medical exam) industry.
Added 23 mins ago
RP
Leasing Agent
Rosegate Property Management
Toronto, ON · East York, ON
- Full-time
…management staff on maintenance or legal requests, and ensuring a professional, welcoming experience for all visitors and…
Added 23 mins ago
PC
Quality Control Inspector
Perma Corp
Burlington, ON
- Full-time
…of Top Notch’s longevity and success. Our primary focus is customer and employee…
Added 23 mins ago
RS
Pipeline Integrity Technician
Rockwood Service Corporation
Edmonton, AB
- Full-time
…pipeline sectors to a range of industries. As a company driven on customer service and a high-quality product, we strive to offer leading edge technology and our team of technicians are…
Added 23 mins ago
TC
Class 1 Company Driver - Super B Bulk 282
Tri-Line Carriers LP
AB · Edmonton, AB
- Full-time
…Calgary, AB, Edmonton, AB, Winnipeg, MB, and Terrace, BC, our professional drivers safely deliver freight across Western Canada and the Central United…
Added 23 mins ago
C
Spécialiste de remboursement Bilingue/Reimbursement Specialist
Cencora
Quebec, QC · Greater Quebec City Metropolitan Area
- Full-time
Minimum of three (3) years’ experience in a Customer Service setting;
Added 24 mins ago
DS
Part-Time Dental Receptionist | Flexible Hours
Dr. Stephen Yauk Family Dentistry
Wasaga Beach, ON
- Part-time
We’re looking for a friendly and outgoing Dental Receptionist with strong customer service skills and a passion for creating a great patient experience.
Added 37 mins ago
AS
Client Advisor
Acne Studios
Vancouver, BC
- Full-time
Your main contribution will be to care for our customers in the store but also through the whole customer cycle. To ensure your success in this role, we provide training and coaching in…
Added 37 mins ago
GE
Hotel 1st Cook
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
This is a combined culinary, customer-service and vehicle-operation position. The employee must be capable of safely driving the food truck to approved locations and events while also…
Added 37 mins ago
SL
Accident Benefits Law Clerk
Salehi Law
Toronto, ON
- Full-time
Salehi Law Professional Corporation is a boutique Personal Injury law firm looking to hire a full time Accident Benefits Law Clerk/Legal Administrative Assistant for our office located in…
Added 37 mins ago
MM
Client Advisor, Miu Miu Vancouver Holt Renfrew
Miu Miu
Vancouver, BC
- Full-time
…team sales, providing an extraordinary and memorable luxury customer experience placing the Client above all, discovering their needs and expectations, fostering meaningful relationships…
Added 37 mins ago
AI
Account Manager
Axis Insurance
Vancouver, BC
- $65,000 to $70,000 CAD / year
- Full-time
Working behind the scenes to ensure an exceptional customer experience
Added 37 mins ago
RP
Junior Accountant
Return Policy
Toronto, ON
- Full-time
● Prepare and issue accurate customer and client invoices on a timely basis and maintain up-to-date records of outstanding receivables.
Added 37 mins ago
FR
Weekend Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
…provide services. Provide assistance/ support by answering customer inquiries and direct as…
Added 37 mins ago
MD
Salesforce Application Supervisor - Systems Supervisor
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Position requires a minimum of four (4) years of IT related experience in leadership and oversight of high-level Salesforce Management functions.
Added 37 mins ago
S
Prepared Foods - Clerk Department Second Deli
Sobeys
Moncton, NB
- Full-time
Provide customers with friendly and professional service. Fulfill duties for all areas of the Deli/ A La Carte Department. Supervise the Deli/A La Carte Department and staff in the absence…
Added 37 mins ago
M
IMA Systems Architect
MANNARINO
Montreal, QC
- Full-time
Our customer base is very large, covering traditional aerospace companies as well as new and exciting markets, including electric propulsion, Urban Air Mobility, Unmanned Aerial Vehicle and…
Added 37 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Markham, ON
- Full-time
As a Senior Project Manager with experience in Data Centres, you will bring expertise to support the planning, development and execution of projects including Data Centres or traditional…
Added 37 mins ago
WI
Project Manager, Power Delivery (Data Centres)
WSP in Canada
Vaughan, ON
- Full-time
As a Senior Project Manager with experience in Data Centres, you will bring expertise to support the planning, development and execution of projects including Data Centres or traditional…

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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