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Added 4 mins ago
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Advisor, Rapid Transit Analysis
Metrolinx
Toronto, ON
- Full-time
Our Rapid Transit Insights team is currently seeking an Advisor for a 18 months contract role to join their team. Reporting to the Manager, Rapid Transit Insights, the Advisor will carry…
Added 4 mins ago
AC
Investment Specialist (Full Time, 14 Month Term) Winnipeg/Hybrid
Access Credit Union
Winnipeg, MB · Corporate Office (General)
- Full-time
…needs while referring larger investment accounts to the Wealth…
Added 4 mins ago
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Banking Advisor
RBC
Thompson, MB
- Full-time
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 19 mins ago
HR
Beauty Advisor - La Prairie
Holt Renfrew
Mississauga, ON
- Full-time
The Beauty Advisor is responsible for developing deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Beauty Advisor compensation is…
Added 19 mins ago
HR
Specialist, Designated Beauty Advisor (DBA) - La Prairie
Holt Renfrew
Mississauga, ON
- Full-time
The Specialist, Designated Beauty Advisor develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. The Specialist (DBA) is also…
Added 19 mins ago
MU
Director, Enterprise Technology Architecture
McGill University
Sherbrooke, QC
- Full-time
This role serves as a trusted and strategic advisor to business and technology leaders, ensuring that technology investments and transformation initiatives, are delivered toward a coherent…
Added 19 mins ago
C
Associate Financial Advisor - Labrador City, NL
CIBC
Labrador City, NL
- 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 19 mins ago
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Senior Financial Advisor - CIRO-MFD/AMF - Bathurst
CIBC
Bathurst, NB
- Full-time
As a member of the Personal and Business Banking Team, you’ll manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and…
Added 19 mins ago
Financial Advisor, Investment & Retirement Planning - PICKERING TOWN CENTRE
Scotiabank
Pickering, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 19 mins ago
Financial Advisor - Elliot Lake, ON
Scotiabank
ON · Elliot lake, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 34 mins ago
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Manager, Resource Management
MNP
AB · Calgary, AB
- Full-time
…resource constraints before they become a challenge. As a trusted advisor, you’ll support the effective placement of team members so that our firm can maximize efficiencies and has the…
Added 49 mins ago
KA
Commercial Account Manager
Kaizen Automotive Group
Leduc, AB
- Full-time
As a Commercial Account Manager, you will be responsible for developing new business opportunities and growing strategic client relationships across Alberta. Reporting to the Director of…
Added 1 hour ago
LC
Sr. Analyst, Strategy & Business Development
Loblaw Companies Limited
Brampton, ON
- Full-time
Act as internal consultant and advisor for various operating businesses and initiatives.
Added 1 hour ago
LC
Sr. Manager, Media Strategy - 12 Month Contract
Loblaw Companies Limited
Montreal, QC
- Full-time
As a trusted advisor to Marketing, Merchandising, Loyalty, and Category teams, this individual leverages customer insights, business performance data, and media expertise to identify growth…
Added 1 hour ago
RT
ELYSIS – Directeur(trice), Ressources humaines et Communications / Director, Human Resources & Communications
Rio Tinto
Montreal, QC
- Full-time
Added 1 hour ago
Senior Sales Advisor, Saint Laurent
VinFast Recruitment
Montreal, QC · Saint-Laurent, QC
…process of becoming VinFast vehicle owners. The Senior Sales Advisor is responsible for the sale of VinFast Canada electric vehicles directly to clients. This role will support the sales…
Added 1 hour ago
ST
Principal Scientist, Neural Biology
STEMCELL Technologies
Vancouver, BC · Canada - BC, Vancouver, Station St, Onsite
- Full-time
…direction of the Neural R&D team and serve as a senior scientific advisor across the organization. You will bring deep expertise in neuroscience together with a strong external network and…
Added 1 hour ago
R
Client Advisor
RBC
Sudbury, ON
- Full-time
· Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Added 1 hour ago
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Associate Advisor
RBC
Toronto, ON
- Full-time
…seeking a highly strategic, thoughtful, and analytical Associate Advisor to join our team. This role is best suited to a professional who is passionate about the markets, building…
Added 1 hour ago
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Senior Commercial Account Executive
Zayo Group
Vancouver, BC · BC · BC - Vancouver - Clark Dr
- Full-time
…The successful candidate will apply a consultative, trusted-advisor approach, independently orchestrate internal and customer resources throughout the sales process, and develop…
Added 1 hour ago
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Senior Financial Analyst, FP&A
BlueCat
Toronto, ON
- Full-time
Accurate, timely monthly variance analysis and forecasts, with business partners who see you as a responsive, trusted advisor.
Added 1 hour ago
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Wealth Insurance Advisor
TD
Markham, ON · Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
SL
Director of Sales (inside sales)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
The Director of Sales will have leadership accountability for support functions including Business Development Managers, Inside Sales and Coordinator, and will be responsible for managing…
Added 1 hour ago
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Finance Manager - Business Unit Finance
Church & Dwight Co., Inc.
Mississauga, ON
- Full-time
Church & Dwight Canada is seeking a strategic and commercially minded Finance Manager, Business Unit Finance to serve as a key financial advisor and business partner to the Commercial team.
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Témiscamingue
- 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…

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 5, 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-701 4th Ave S

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Business Banking

Apply About employer

More about this job

Responsibilities

You will manage a portfolio of personal and small business clients, providing personalized financial solutions and comprehensive financial plans. Additionally, you will engage in business development and networking activities to grow the client base and deepen existing relationships.

Requirements

Candidates must have 2–3 years of experience in providing financial advice and achieving sales results. You are required to hold a Mutual Funds License and meet eligibility requirements for CIRO-MFD licensing.

Skills

Financial advice
Sales results
Relationship building
Business development
Networking
Client engagement
Financial planning
Retail banking
Credit analysis
Investment advice
Mobile banking
Critical thinking
Communication
Portfolio management

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
Banking
Personal Banking
Business Banking
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Mortgage
Financial Planning
Business Development
Client Relationship
Retail Banking
Mobile Banking
Networking
Sales
Portfolio Management
Credit
Investments

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