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Added 12 mins ago
Store Associate
Sherwin-Williams
St. Thomas, ON
Must be legally authorized to work in the country of employment
Added 12 mins ago
AE
Offline - Selling Team Leader (Assistant Manager)
American Eagle Outfitters
Edmonton, AB
- Full-time
…development plans, and performance reviews a priority and you drive associate engagement by celebrating your team's outstanding performance -…
Added 27 mins ago
Sales Support Specialist - Bilingual
Mettler Toledo
Mississauga, ON
A bachelor’ or an associate’s degree in science or engineering with two to three years of any combination of customer service, sales, call center or related experience
Added 27 mins ago
RB
Investment and Retirement Planning Associate
Royal Bank of Canada
Ottawa, ON
- 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 27 mins ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- 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 27 mins ago
R
Associate Advisor
RBC
Toronto, ON
- 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 27 mins ago
R
Associate
RBC
Toronto, ON
- Full-time
…individual to join our leading wealth management firm as an…
Added 27 mins ago
R
Investment and Retirement Planning Associate
RBC
Ottawa, ON
- 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 27 mins ago
DG
Food Service Associate / Cashier
Dexterra Group
Winnipeg, MB
- Full-time
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Added 42 mins ago
General Production Associate
Vestis Uniforms and Workplace Supplies | Canadian Linen & Uniform Service | Québec Linge Service D’Uniformes
Victoria, BC
Thank you for your interest in an employment opportunity with Vestis, Canadian Linen and Québec Linge.
Added 42 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 42 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 42 mins ago
AC
Early Careers: Commercial Risk Associate
Aon Corporation
Calgary, AB · Vancouver, BC · Halifax, NS · Toronto, ON
- Full-time
Early Careers Launch- Commercial Risk Associate
Added 42 mins ago
GD
GARAGE - Operations Team Leader FT - Carrefour Angrignon
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- Full-time
6 months as a stockroom associate or inventory management, preferably in a retail environment
Added 42 mins ago
Licensed Optician-CPT-East York, ON-PearleVision
Luxottica of America, Inc.
Toronto, ON
The Licensed Optician attracts and retains customers by delivering an exceptional customer experience, fosters customer retention, and promotes outstanding associate/doctor satisfaction
Added 42 mins ago
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Licensed Optician-Toronto, ON-Pearle Vision
Luxottica of America, Inc.
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Licensed Optician-East York, ON-PearleVision
Luxottica of America, Inc.
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- Full-time
The Licensed Optician attracts and retains customers by delivering an exceptional customer experience, fosters customer retention, and promotes outstanding associate/doctor satisfaction
Added 42 mins ago
Licensed Optician-Toronto, ON-Pearle Vision
Luxottica of America, Inc.
ON · Toronto, Ontario
The Licensed Optician attracts and retains customers by delivering an exceptional customer experience, fosters customer retention, and promotes outstanding associate/doctor satisfaction
Added 42 mins ago
GF
Overnight Customer Service Representative (Motivator) – Bradford Holland and Sideroad 10
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Canada
- Part-time
The Motivator role is critical to the success of our GoodLife Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the…
Added 42 mins ago
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Coordonnateur(trice) de projets – Fabrication et opération / Project Coordinator – Manufacturing & Operations
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- Full-time
As an Associate Project Manager, you will coordinate the execution of small- and medium-complexity workshop assembly and refurbishment projects, ensuring activities are completed in…
Added 42 mins ago
ON
Seasonal Retail Sales Associate - Preston Crossing
Old Navy
Saskatoon, SK
- Part-time
As a Brand Associate, you’re an integral part of our team and bring our brand to life for our customers. You’re responsible for engaging and connecting with our customers by providing…
Added 42 mins ago
A
Seasonal Sales Associate
Ardene
Ottawa, ON
- $17.95 CAD / hour
- Part-time
The Seasonal Sales Associate provides outstanding customer service, merchandises, generates and processes sales as well as maintains the store’s cleanliness and appearance.
Added 42 mins ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
…individual to join our leading wealth management firm as an…
Added 43 mins ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- 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 43 mins ago
G
Seasonal Retail Sales Associate - Conestoga Mall
Gap
Waterloo, ON
- Part-time
As a Brand Associate, you’re an integral part of our team and bring our brand to life for our customers. You’re responsible for engaging and connecting with our customers by providing…

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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