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Added 10 mins ago
HI
Client Care Representative - Personal Lines Retention Trainee
HUB International
Chilliwack, BC
- Full-time
Are you a driven advisor who thrives on proactive client engagement, identifying coverage gaps, and meeting retention goals? If so, this is the CAREER for you!
Added 10 mins ago
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Senior Advisor, Operations Performance
Metrolinx
Canada
- Full-time
We are looking for a Senior Advisor, Operations Performance to provide strategic and operational support to the VP, Operations Performance, including team advisory, corporate…
Added 10 mins ago
FB
Director, Business Operations and Risk Management
Fairstone Bank
Toronto, ON · Montreal, QC
- Full-time
As a trusted advisor to the Chief Card Services Officer, this leader serves as the integration point across business strategy, transformation, governance, risk management, operational…
Added 10 mins ago
S
Casual Safety Advisor - Weekends
Seaspan
North Vancouver, BC
- Part-time
Note: Due to business needs, this position is required to be fully on-site based at 203 East Esplanade, North Vancouver.
Added 10 mins ago
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AVP, Technology Lead - Digital
Sunlife Québec
Montreal, QC
- Full-time
…that support secure, connected, and frictionless Client and advisor experiences. This role provides technology leadership across core digital assets including Secure Web, Public Web, &…
Added 25 mins ago
SC
Member Experience Advisor - Mundare
Servus Credit Union
Mundare, AB
- Part-time
We are hiring for a permanent part time Member Experience Advisor to join our team in the Mundare branch.
Added 25 mins ago
CC
Senior Human Resources Advisor
Cambrian Credit Union
Winnipeg, MB
- Full-time
The Senior Human Resources Advisor is a trusted partner to leaders and employees, providing practical and strategic guidance across a broad range of human resources matters. As a senior…
Added 25 mins ago
C
Customer Success Manager, Public Sector & Defence
Cohere
Ottawa, ON
- $150,000 to $215,000 USD / year
- Full-time
Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems.
Added 25 mins ago
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Senior Technical Project Manager - Canada / Remote
OneReach.ai
Remote, Canada
- Full-time
- Remote
…and customer teams. In this role, you'll serve as a trusted advisor who aligns technical strategy with business goals while owning planning, execution, and delivery of your portfolio of…
Added 25 mins ago
RB
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada
Halifax, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 25 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 25 mins ago
RB
Administrative Assistant
Royal Bank of Canada
Toronto, ON
- Part-time
…ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient…
Added 25 mins ago
Sr. Consultant - Cloud Infrastructure Architect | Conseiller senior – Architecte d'infrastructure infonuagique, Public Sector | secteur public
Amazon
Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
…manage AWS solutions that meet their technical requirements and business objectives. You'll be a key player in driving customer success through their cloud journey, providing technical…
Added 25 mins ago
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Technology Strategy & Transformation Senior Manager
Accenture
Toronto, ON · Montreal, QC
- Full-time
…technology and innovation as a force to reinvent and improve every business. Our mission is to help client business executives disrupt their industry and utilize technology to capture…
Added 25 mins ago
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Insurance Advisor - Life, Health & Wealth
RBC
NS · Halifax, NS · Truro, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 25 mins ago
WK
Sales Programs Manager, FCC Division
Wolters Kluwer
Toronto, ON · CAN - North York
- Full-time
Act as a trusted advisor and business partner to regional and country-level Sales Leaders.
Added 39 mins ago
Health & Safety Advisor
Factors Group of Nutritional Companies
Kelowna, BC
…their best work safely? We're looking for a Health & Safety Advisor to provide a strong health and safety presence at our Kelowna site and support the ongoing development of a safe,…
Added 39 mins ago
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Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
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…
Added 39 mins ago
BM
Human Resources Advisor - Year-Round - Full-Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
The Human Resources Advisor exemplifies our culture of creating revolutionary guest experiences and contributes positively toward uniting the team around purpose and fun. The purpose of…
Added 39 mins ago
C
Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures. As a Financial Services Associate in the…
Added 54 mins ago
L
Senior HR Business Partner
Ledcor
Toronto, ON
- Full-time
As a trusted advisor, you will support the Building Construction portfolio and provide guidance across workforce planning, employee relations, performance management, talent management,…
Added 54 mins ago
H
Presales Consultant
HP
Mississauga, ON
- Full-time
The Personal Systems Technical Consultant (TC) serves as a trusted technical advisor to HP sales teams, partners, and customers. This role helps drive business outcomes by understanding…
Added 1 hour ago
Operations Advisor
Independent Electricity System Operator
Canada
This is a unionized position that falls within the Major Projects team with the Markets and Relaibility Business Unit.
Added 1 hour ago
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Manager, Client Engagement - Wayfinding
BrandActive
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
…strategic work while helping shape and grow an evolving area of our…
Added 1 hour ago
Z
Client Account Manager
ZayZoon
Remote, Canada
- $67,000 to $106,000 CAD / year
- Full-time
- Remote
Be the go-to advisor for a portfolio of high-value clients, connecting what ZayZoon offers to their business goals and the needs of their teams

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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