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Added 1 min ago
SD
Cashier Manager, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Thunder Bay, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 min ago
CI
Associate, Private & Alternative Asset Operations (12-month contract)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
As an Associate, Private & Alternative Asset Operations, on a 12-month contract, you will play a key role in ensuring the accurate and efficient execution, servicing, and reporting of…
Added 1 min ago
Finance Operations Associate
Alberta Municipalities
Edmonton, AB
Reporting to the Senior Director, Finance, the Finance Operations Associate provides administrative, operational, and coordination support to the Finance team. This position is responsible…
Added 1 min ago
EF
Financial Associate | Sales Professionals & Aspiring Agency Leaders
Experior Financial Group
Canada
- Contract
Added 16 mins ago
R
Associate Advisor
RBC
Toronto, ON
- Full-time
Our Team is Growing - We’re Hiring an Associate Advisor in Toronto.
Added 16 mins ago
T
Customer Experience Associate
TD
Red Deer, AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 16 mins ago
MS
Onboarding Project Manager, AVP
Morgan Stanley
Calgary, AB
- Full-time
Added 31 mins ago
C
Client Associate (IR licensed) Wood Gundy
CIBC
St. John's, NL
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 31 mins ago
E
Specialist, Valuation
EPCOR
AB · Edmonton, Alberta
- Full-time
Developing and delivering priorities and work plans that align with the Associate Director, Treasury business plan and broader organizational objectives.
Added 1 hour ago
UO
Administration Coordinator
University of Alberta
Edmonton, AB
- Part-time
…provides direct support to the Director of Parkland Institute and Associate Director for all programs, research and fund…
Added 1 hour ago
SD
Cashier Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
IF
Associate Director, Canadian Equities
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
Are you passionate about investing, capital markets, and fundamental research? As Associate Director, Canadian Equities, you will play a key role within a growing Canadian equity platform…
Added 1 hour ago
T
Senior Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
Fellow or associate of the Society of Actuaries (FSA), Fellow or Associate of the Casualty Actuarial Society (ACAS), Fellow or Associate of the Canadian Institute of Actuaries (ACIA)
Added 1 hour ago
T
Manager, Advanced Analytic, Insurance Model Validations (Quants)
TD
Toronto, ON
- Full-time
Fellow or associate of the Society of Actuaries (FSA), Fellow or Associate of the Casualty Actuarial Society (ACAS), Fellow or Associate of the Canadian Institute of Actuaries (ACIA)
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Delta, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 hour ago
T
Data Scientist I (Quants) – Insurance Model Validation
TD
Toronto, ON
- Full-time
Fellow or associate of the Society of Actuaries (FSA), Fellow or Associate of the Casualty Actuarial Society (ACAS), Fellow or Associate of the Canadian Institute of Actuaries (ACIA)
Added 1 hour ago
Senior Associate, Damages and Valuations
Secretariat
Toronto, ON
…on complex issues at the intersection of valuation, finance, accounting, economics and law. The role provides significant opportunities to develop technical expertise, contribute to and…
Added 1 hour ago
Associate Director, Damages & Valuations
Secretariat
Toronto, ON
Associate Directors lead the day-to-day delivery of engagements and work closely with senior professionals and testifying experts on complex issues at the intersection of valuation,…
Added 1 hour ago
Associate, Damages and Valuations
Secretariat
Toronto, ON
…on complex issues at the intersection of valuation, finance, accounting, economics and law. The role provides significant opportunities to develop technical expertise, contribute to expert…
Added 1 hour ago
C
Client Engagement Associate
CIBC
Vancouver, BC
- Full-time
…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 clients through…
Added 1 hour ago
C
Client Engagement Associate
CIBC
Nanaimo, BC · ON · Country Club Mall Wellington
- Full-time
…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 clients through…
Added 1 hour ago
Intermediate Data Analyst - Value Partners Investments- 12 Month Term
The Canada Life Assurance Company
Winnipeg, MB
Microsoft Certified: Power BI Data Analyst Associate certification is considered an asset
Added 1 hour ago
GT
Manager, Real Estate Operations
Greater Toronto Airports Authority
Toronto, ON
- Full-time
Reporting to the Associate Director, Real Estate Leasing and Development, the Manager, Real Estate Operations will oversee the operational performance of Toronto Pearson’s diverse portfolio…
Added 1 hour ago
Fund Accounting Senior Associate (Private Credit)
Standish Management
Halifax, NS
Reporting to one of the managers, this position will assist in the day-to-day operations of the accounting department and prepare fund-level financial statements.
Added 1 hour ago
PC
Project Support Office Senior Associate
Pwc Canada
Toronto, ON
- Full-time
As a Project Support Office Senior Associate, you will provide project management, coordination, and operational support to Assurance partners and engagement teams across Canada. Acting as…

CIBC

Associate Financial Advisor

Lethbridge, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 6, 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.

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).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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

Lethbridge-380 University Dr,2

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 comprehensive retail banking advice. 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

Client engagement
Financial planning
Relationship building
Business development
Networking
Sales
Critical thinking
Digital literacy
Mobile banking
Portfolio management
Mortgage services
Retail banking
Communication
Goal setting
Customer service

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
Mutual Funds License
Canadian Securities Course
Investment Funds in Canada
CIRO-MFD
CFSA
Mortgage
Retail Banking
Business Development
Client Engagement
Financial Planning
Networking
Mobile Banking
Relationship Management
Sales
Portfolio Management
Banking Centre
Financial Goals

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