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Added 54 mins ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. Stephen, NB
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 54 mins ago
C
Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- 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 54 mins ago
C
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 1 hour 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 1 hour ago
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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 1 hour ago
C
Associate Financial Advisor
CIBC
Montreal, QC
- 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 2 hours ago
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Branch Manager - Office 1699
LendDirect
Kitchener, ON
- Full-time
…collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand…
Added 2 hours ago
AF
Branch Manager - Office 1699
Attain Finance
Kitchener, ON
- Full-time
…collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand…
Added 18 hours ago
C
Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- 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 20 hours ago
RS
Customs - Customer Service Associate
Ryder Supply Chain Solutions
Woodstock, ON · CAN - Woodstock ON Oxford Rd
- Full-time
…way they do business. Building and maintaining a fleet takes time, resources, and expertise few companies can spare. At Ryder, we have a long history of investing in our employees and…
Added 22 hours ago
T
Personal Banking Associate (Part time, 18.75h)- Jean-Talon & Querbes
TD
Montreal, QC
- Part-time
…and helping them 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…
Added 1 day ago
T
Business Banking Associate
TD
Toronto, ON
- Full-time
…standalone Account Manager. Your future career path in TD Commercial Banking can include a variety of challenging roles in sales, relationship management, and risk management. Positions are…
Added 1 day ago
C
Client Engagement Associate - Part-time (20hours/week)
CIBC
Alberton, PE
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 day ago
C
Associate Financial Advisor
CIBC
Summerside, PE
- 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 1 day ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
St. John's, NL
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 day ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
Are you energetic, motivated, and ready to make an impact? If you want to be part of a team that’s at the heart of sales activities, challenges you every day, and gives you the chance to…
Added 1 day ago
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Personal Banking Associate
BMO
Victoria, BC
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 1 day ago
Associate, Strategic Finance
Peak Power Inc
Toronto, ON
Work/Life Balance. Generous and flexible vacation and sick/wellness days to make time for personal appointments and taking a mental health break.
Added 1 day ago
NC
Member Associate
Northern Credit Union
Chapleau, ON
- Full-time
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across…
Added 1 day ago
NC
Member Associate
Northern Credit Union
Wawa, ON
- Full-time
Northern Credit Union is a full-service, locally operated financial institution offering personal and commercial banking services along with financial planning expertise to members across…
Added 1 day ago
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Le Représentant des Ventes en Location/Rental Sales Associate
Ryder System, Inc.
Montreal, QC
- Full-time
Added 1 day ago
T
Canadian Commercial Banking Associate
TD
AB
- Full-time
…standalone Account Manager. Your future career path in TD Commercial Banking can include a variety of challenging roles in sales, relationship management, and risk management. Positions are…
Added 1 day ago
C
Associate Financial Advisor (Multiple Locations)
CIBC
Barrie, ON · Belleville, ON · Brampton, ON · Burlington, ON · Cornwall, ON · Hamilton, ON · Kingston, ON · London, ON · Milton, ON · Mississauga, ON · Niagara Falls, ON · Oakville, ON · Oshawa, ON · Ottawa, ON · Peterborough, ON · St. Catharines, ON · Toronto, ON · Vaughan, ON
- 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 1 day ago
B
Personal Banking Associate (Cantonese & Mandarin)
BMO
Toronto, ON
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 1 day ago
FC
Senior DevSecOps Engineer
Fintel Connect
Vancouver, BC
- Full-time
…and AI compliance engine exclusively built for fintech and banking - and looking for driven, creative and high-achieving marketers to join our…

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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