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Added 1 min 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 1 min ago
Senior Manager, HR Business Partner (Technology)
Scotiabank
Toronto, ON
Champion a client-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
Added 16 mins ago
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Senior Audit Manager, (Business Intelligence & Analytics)
TD
Toronto, ON
- Full-time
Added 16 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 16 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Possibilités d'emploi -futures/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Rimouski, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 16 mins 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 16 mins 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 16 mins ago
RJ
Senior Manager, Marketing Intelligence and Effectiveness
Raymond James
Toronto, ON
- Full-time
Analyze advisor and client behavior data to uncover insights into segmentation and persona development.
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Financial Services Associate, Imperial Service
CIBC
St. Catharines, ON
- Full-time
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial…
Added 16 mins ago
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Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial…
Added 31 mins ago
HI
Client Care Representative - Personal Lines Retention Trainee
HUB International
Chilliwack, BC
- Full-time
Are you a driven advisor who thrives on proactive client engagement, identifying coverage gaps, and meeting retention goals? If so, this is the CAREER for you!
Added 31 mins ago
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AVP, Technology Lead - Digital
Sunlife Québec
Montreal, QC
- Full-time
…platforms that support secure, connected, and frictionless Client and advisor experiences. This role provides technology leadership across core digital assets including Secure Web, Public…
Added 46 mins ago
CC
Senior Human Resources Advisor
Cambrian Credit Union
Winnipeg, MB
- Full-time
Serve as a trusted HR advisor to assigned client groups, building strong relationships with leaders and providing timely, practical, and consistent guidance on employee relations,…
Added 46 mins ago
O
Senior Technical Project Manager - Canada / Remote
OneReach.ai
Remote, Canada
- Full-time
- Remote
We're seeking a client-facing Technical Project Manager to drive successful delivery of complex automation projects and initiatives across technical, product, and customer teams. In this…
Added 46 mins ago
RB
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada
Halifax, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 46 mins ago
RB
Associate
Royal Bank of Canada
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 46 mins ago
RB
Administrative Assistant
Royal Bank of Canada
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 46 mins ago
Sr. Consultant - Cloud Infrastructure Architect | Conseiller senior – Architecte d'infrastructure infonuagique, Public Sector | secteur public
Amazon
Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
…et sécurisées, adaptées aux besoins particuliers de chaque client. Vous collaborerez étroitement avec les parties prenantes pour recueillir les exigences, évaluer l'infrastructure actuelle…
Added 46 mins ago
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Technology Strategy & Transformation Senior Manager
Accenture
Toronto, ON · Montreal, QC
- Full-time
…reinvent and improve every business. Our mission is to help client business executives disrupt their industry and utilize technology to capture market…
Added 46 mins ago
R
Insurance Advisor - Life, Health & Wealth
RBC
NS · Halifax, NS · Truro, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 1 hour ago
C
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
C
Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial…
Added 1 hour ago
B
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 1 hour 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 1 hour ago
D
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…

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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