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Added 7 mins ago
RU
Tax Senior Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
Added 7 mins ago
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Financial Advisor
RBC
Halifax, NS
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 21 mins ago
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Advisor, Securities
Desjardins
Montreal, QC
- Full-time
As Security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through…
Added 21 mins ago
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Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 21 mins ago
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Wealth Management Advisor
Desjardins
Marieville, QC · Saint-Césaire, QC · Caisse Desjardins de Rouville
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 21 mins ago
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Advisor, Member/client sales and service
Desjardins
Montreal, QC
- Full-time
As a member/client service advisor, Sales, you help solicit and develop and maintain business relationships with members and clients. You provide customer service and help sell specialized…
Added 22 mins ago
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ANALYST, BUSINESS INSIGHTS AND ANALYTICS
BDC
Montreal, QC
- Full-time
Act as a strategic advisor to COO leadership and cross-functional partners to support alignment and collaboration.
Added 22 mins ago
Financial Advisor - Amherst, NS (37.5 Hours / Week)
Scotiabank
Amherst, NS
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 22 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 22 mins ago
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Strategic Marketing Manager
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Strategic Planning: Develop and implement comprehensive go-to-market strategies for targeting advisor segments, aligning with company goals and market opportunities.
Added 22 mins ago
Intermediate Data Analyst - Value Partners Investments- 12 Month Term
The Canada Life Assurance Company
Winnipeg, MB
…of Canadians. By bringing together more than 4,000 trusted advisor relationships and $89 billion in assets under administration, Canada Life and Value Partners can expand access to advice…
Added 22 mins ago
Senior Financial Analyst (Program Admin Officer 4)
The Government of Nova Scotia
Halifax, NS
As the Program Administration Officer 4 (Senior Financial Advisor),you will serve as the primary day-to-day contact on all financial accountability matters for delivery of government…
Added 52 mins ago
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Licensed Insurance Sales Agent – Thunder Bay, ON
Allstate
Toronto, ON
- Full-time
…You’ll not only be selling insurance; you’ll become a trusted advisor, making a tangible difference in the lives of your…
Added 52 mins ago
Senior Manager, HR Business Partner (Technology)
Scotiabank
Toronto, ON
Business Acumen & Influence: Serve as a trusted advisor to senior leadership across ScotiaTech, providing expert insights on HR best practices and industry trends. Leverage internal and…
Added 1 hour ago
NC
Human Resources Business Advisor - 18-Month term
NAV CANADA
Montreal, QC
- Full-time
The Human Resources Business Advisor serves as a trusted partner to leaders, employees, and union representatives in a highly unionized environment. The role provides guidance on a broad…
Added 1 hour ago
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Financial security advisor, Life and health insurance
Desjardins
Baie-Comeau, QC · Forestville, QC · Les Escoumins, QC · Caisse Desjardins de la Manicouagan
- Full-time
As a life and health insurance financial security advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
Laval, QC · Caisse Desjardins des Grands boulevards de Laval
- 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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Senior Manager, Marketing Intelligence and Effectiveness
Raymond James
Toronto, ON
- Full-time
…collaborator working across our team, the enterprise, and our advisor network to create great experiences for our advisors and their clients. This role reports to the Senior Vice President…
Added 1 hour ago
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Financial Services Associate, Imperial Service
CIBC
St. Catharines, ON
- Full-time
…provide information to clients. Partner with your Financial Advisor to help clients meet their financial…
Added 1 hour ago
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Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
…provide information to clients. Partner with your Financial Advisor to help clients meet their financial…
Added 1 hour ago
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Seasonal Sales Associate
Michael Kors
Burnaby, BC
- Part-time
…perform store tasks with speed and excellence • Act as a fashion advisor while demonstrating product knowledge • Consistently support management team with business needs • Keep selling…
Added 1 hour 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 1 hour ago
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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 1 hour 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 1 hour ago
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Customer Success Manager, Public Sector & Defence
Cohere
Ottawa, ON
- $150,000 to $215,000 USD / year
- Full-time

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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