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Added 16 mins ago
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Manager, Client Engagement - Wayfinding
BrandActive
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
Own the day-to-day client relationship and serve as a trusted strategic advisor throughout the engagement.
Added 31 mins ago
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Client Account Manager
ZayZoon
Remote, Canada
- $67,000 to $106,000 CAD / year
- Full-time
- Remote
As a Client Account Manager at ZayZoon, you’ll be the trusted partner for some of our largest and most complex clients. You’ll get to know their business, their people, and what success…
Added 31 mins ago
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Chief Solution Architect (Pre-sales, AI + Data Transformation)
Datatonic
Remote, Canada
- Full-time
- Remote
Facilitate client workshops on AI strategy, platform modernization, and GenAI readiness, with a lens toward bringing our clients along on a transformative journey in their approach to data…
Added 45 mins ago
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Lead Electrical Engineer, Mission Critical Buildings
WSP
Calgary, AB
- Full-time
Support clients as a trusted technical advisor, helping them navigate complex infrastructure challenges and future technology requirements.
Added 45 mins ago
HR Advisor
ALS
North Vancouver, BC · CAN - BC - North Vancouver
The HR Advisor works with the HR Director to provide support in all areas of HR to an assigned client group. This role serves as a primary point of contact for managers, supervisors, and…
Added 46 mins ago
M
SENIOR ORGANISATIONAL DEVELOPMENT CONSULTANT
MNP
AB · Edmonton, AB
- Full-time
As a trusted advisor to Metipshere's clients, you'll design and deliver impactful organisational development initiatives that strengthen leadership capability, build inclusive cultures and…
Added 1 hour ago
Career Advisor
SAIT
Calgary, AB
Reporting to the Manager, Career Advancement Services, the Career Advisor supports SAIT students and alumni in achieving their career goals through personalized coaching and expert career…
Added 1 hour ago
T
Associate Vice President, Wealth Advice, Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
Act as a trusted advisor to senior executives, shaping strategy through data-driven insights and AI capabilities
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Valcourt, QC · Windsor, QC · Caisse Desjardins du Val-Saint-François
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
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Financial Advisor
CIBC
Maple Ridge, BC · Mission, BC · Pitt Meadows, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- Full-time
…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,…
Added 1 hour ago
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Financial Advisor
CIBC
Burnaby, BC · Langley (District), BC · Richmond, BC · Surrey, BC · White Rock, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
…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,…
Added 1 hour ago
ML
Analyst, Consulting - Performance Improvement & Operational Excellence
MNP LLP
Montreal, QC
- Full-time
…discovering innovative ways to enhance efficiencies. As a trusted advisor, you’ll provide comprehensive analysis and strategic guidance that empowers clients to achieve optimal business…
Added 1 hour ago
Senior Manager Development, Treasury Technology
Scotiabank
Toronto, ON
Act as a trusted advisor to Treasury Technology leadership and business stakeholders on technology strategy, platform modernization, risk management, and process optimization.
Added 1 hour 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 1 hour ago
T
Customer Evolution Manager, SAP AMS
Talan
Toronto, ON · Montreal, Québec
- $140,000 to $200,000 CAD / year
- Full-time
…accountability for a portfolio of Talan SAP clients. The role owns the client relationship as well as service health and commercial account performance across both RUN operations and…
Added 1 hour ago
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Senior Civil Engineer - Part Time
AECOM
Winnipeg, MB
- $175,000 to $192,000 CAD / year
- Part-time
…infrastructure projects from concept through construction, as an Owner Advisor as well as a Designer. You'll also play a key role in developing client relationships, leading pursuits, and…
Added 1 hour 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 1 hour ago
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Associate
RBC
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 1 hour ago
R
Administrative Assistant
RBC
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 1 hour ago
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Banking Advisor
RBC
Placentia, NL
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
JA
Business Development Manager – Substation Services & Lifecycle Solutions
JR Automation
BC · British Columbia, Canada
- Full-time
Position the organization as a trusted advisor for asset lifecycle management and modernization planning.
Added 1 hour ago
JA
Head of Contract Management Hub North America - Grid Automation
JR Automation
Montreal, QC · Saint-Laurent, QC
- Full-time
More than seven years of relevant professional experience as a Contract Manager, legal counsel, legal advisor, or in a comparable contractual and commercial role.
Added 1 hour ago
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System Configuration Specialist / Spécialiste en configuration de systèmes (CS004)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Reporting to the Regional Installation Manager, the System Configuration Specialist plays a key role in supporting Our Client's operations by configuring, troubleshooting, and maintaining…

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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