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Added 4 mins ago
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Financial Services Associate, Imperial Service
CIBC
St. Catharines, ON
- Full-time
…value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative activities to…
Added 4 mins ago
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Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
…value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative activities to…
Added 4 mins ago
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Part Time Core Sales Associate
Pandora
Mont-Royal, QC
- $17 to $21.25 CAD / hour
- Part-time
The Part-Time Core Sales Associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding…
Added 4 mins ago
Financial Service Representative
Money Mart
Coquitlam, BC
…refinancing options, and other important information using approved marketing…
Added 4 mins ago
Financial Service Representative
Money Mart
Calgary, AB
…refinancing options, and other important information using approved marketing…
Added 19 mins ago
Associate, Programmatic
WPP Media
Toronto, ON
…world-class partnerships – all united by our pioneering agentic marketing platform, WPP Open – we help clients navigate change, capture opportunity, and deliver transformational…
Added 19 mins ago
P
Part Time Core Sales Associate
Pandora
Mont-Royal, QC
- Part-time
The Part-Time Core Sales Associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding…
Added 19 mins ago
SD
Director, Pharmacy Experience and Transformation
Shoppers Drug Mart
Toronto, ON
- Full-time
…Professional Affairs, Loblaw Digital, Loblaw Technology, and Marketing, and other teams as necessary to realize our…
Added 19 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Full-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 19 mins ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Ottawa, ON
- Full-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 48 mins ago
C
Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
…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…
Added 48 mins ago
C
Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
…value clients secure their futures. As a Financial Services Associate in the Imperial Service Team, you’ll support the team with client outreach, sales and administrative activities to…
Added 1 hour ago
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Client Delivery Associate
BMO
Pickering, ON · Toronto, ON · FCP
- Full-time
Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
Added 1 hour ago
Analyst or Associate, Investment Banking, Corporate Finance Advisory - Toronto, ON
Scotiabank
Toronto, ON
Facilitate the execution of ratings advisory mandates including supporting drafting of rating agency presentations and marketing materials for transactions, liaising with credit rating…
Added 1 hour ago
P
Part Time Flex Sales Associate
Pandora
Winnipeg, MB
- Part-time
The Flex Sales associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding innovative ways…
Added 1 hour ago
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Department Manager - Inside LBM/Kitchens/Bath/Flooring/Paint/Household/Decor
Kent Building Supplies
Saint John, NB
- Full-time
Department Managers are responsible for the sales results and daily management of their area. This includes executing marketing campaigns, managing inventory, and participating in meetings…
Added 1 hour ago
SD
Beauty Specialist, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Kingston, ON
- Part-time
Promotes products through marketing and encourages use of the PC Optimum program
Added 1 hour ago
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Associate Monetization Director
Ubisoft
Montreal, QC
- Full-time
As an Associate Monetization Director, you will assume responsibility for the design, production and operation of tactical elements of monetization strategies and mechanisms. You will also…
Added 1 hour ago
Financial Service Representative
Money Mart
Kawartha Lakes, ON
…refinancing options, and other important information using approved marketing…
Added 1 hour ago
SC
Temp Inventory Associate
Staples Canada
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Part-time
Handle transactions using the Point of Sale (POS) system, including shipping transactions and marketing tools to convert customers.
Added 1 hour ago
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Retail Brand Experience Key Holder-BRANDON SHOPPERS MALL
Bath & Body Works
Brandon, MB
- $19.4 USD / hour
- Part-time
We believe great associate experiences create great consumer experiences. When our associates feel supported, inspired and empowered, consumers feel it. Whether you're starting your career…
Added 1 hour ago
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Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour
LinkedIn
Dorval, QC
- Part-time
Promouvoir les produits par l’intermédiaire du marketing et encourager l’utilisation du programme PC Optimum.
Added 2 hours ago
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Client Associate (IR licensed) Wood Gundy
CIBC
Oshawa, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios. You will directly engage with high-net-worth clients to offer…
Added 2 hours ago
C
Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- Full-time
…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…
Added 2 hours ago
C
Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
…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…

CIBC

Associate Financial Advisor

Lethbridge, AB, Canada

Full-time

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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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