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Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
Chandler, QC
- Full-time
Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Stephenville, NL
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour ago
RB
Client Advisor Intern
Royal Bank of Canada
Windsor, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
CC
Analyst, Insights and Pipeline Management
Canadian Cancer Society
Ottawa, ON
- $52,000 to $59,000 CAD / year
- Full-time
Manage the time‑sensitive Gifts of Securities (GOS) process in accordance with CCS Gift Acceptance Policy, ensuring accuracy and compliance.
Added 5 hours ago
RB
Banking Advisor
Royal Bank of Canada
Hanover, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 5 hours ago
RB
Financial Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 6 hours ago
A
Financial Advisor Wealth Advice Centre
ATB
Airdrie, AB · Alexis Whitecourt 232, AB · Andrew, AB · Athabasca, AB · Banff, AB · Barrhead, AB · Beaumont, AB · Beaverlodge, AB · Bonnyville, AB · Bow Island, AB · Boyle, AB · Breton, AB · Brooks, AB · Calgary, AB · Camrose, AB · Canmore, AB · Cardston, AB · Caroline, AB · Carstairs, AB · Castor, AB · Chestermere, AB · Claresholm, AB · Coaldale, AB · Cochrane, AB · Cold Lake, AB · Consort, AB · Coronation, AB · Crossfield, AB · Didsbury, AB · Drayton Valley, AB · Drumheller, AB · Edmonton, AB · Edson, AB · Elk Point, AB · Fairview, AB · Falher, AB · Foremost, AB · Forestburg, AB · Fort Macleod, AB · Fort McMurray, AB · Fort Saskatchewan, AB · Fort Vermilion, AB · Grande Prairie, AB · Granum, AB · Grimshaw, AB · Hanna, AB · High Level, AB · High Prairie, AB · Hinton, AB · Hythe, AB · Innisfail, AB · Jasper, AB · Killam, AB · La Crête, AB · Lac la Biche, AB · Lacombe, AB · Lamont, AB · Leduc, AB · Lethbridge, AB · Linden, AB · Magrath, AB · Manning, AB · Mayerthorpe, AB · Medicine Hat, AB · Milk River, AB · Nanton, AB · Okotoks, AB · Olds, AB · Onoway, AB · Oyen, AB · Peace River, AB · Picture Butte, AB · Pincher Creek, AB · Ponoka, AB · Provost, AB · Raymond, AB · Red Deer, AB · Redwater, AB · Rimbey, AB · Rocky Mountain House, AB · Rycroft, AB · Sherwood Park, AB · Slave Lake, AB · Smoky Lake, AB · Spirit River, AB · Spruce Grove, AB · St. Albert, AB · St. Paul, AB · Stettler, AB · Stony Plain, AB · Strathmore, AB · Sundre, AB · Sylvan Lake, AB · Taber, AB · Thorsby, AB · Three Hills, AB · Tofield, AB · Trochu, AB · Two Hills, AB · Valleyview, AB · Vegreville, AB · Vermilion, AB · Viking, AB · Vulcan, AB · Wainwright, AB · Westlock, AB · Wetaskiwin, AB · Wildwood, AB · AB · Lloydminster, SK · Diamond Valley, AB,CA · Whitecourt, AB,CA
- Full-time
As ATB Wealth’s next Financial Advisor in our Wealth Advice Centre, you will be responsible for supporting new and existing clients through a variety of digital channels. For example,…
Added 7 hours ago
RB
Financial Advisor
Royal Bank of Canada
Wellington North, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 7 hours ago
RB
Banking Advisor
Royal Bank of Canada
Whitecourt, AB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 7 hours ago
R
Banking Advisor
RBC
Hanover, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 7 hours ago
IW
District Vice-President
IG Wealth Management
Quebec, QC
- Full-time
Thorough knowledge of the securities industry and the stock and bond markets
Added 9 hours ago
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Financial Advisor
RBC
Moose Jaw, SK
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 9 hours ago
Manager, Product Management
The Canada Life Assurance Company
London, ON · Toronto, ON
…product positioning, marketing content, business development and advisor support initiatives, and product support for Canada Life's segregated fund product…
Added 10 hours ago
R
Financial Advisor
RBC
Wellington North, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 10 hours ago
ScotiaMcLeod Administrative Associate
Scotiabank
White Rock, BC
As an Administrative Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing…
Added 11 hours ago
Assistant
Richardson Wealth Ltd
Montreal, QC
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 12 hours ago
R
Banking Advisor
RBC
Alexis Whitecourt 232, AB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 12 hours ago
C
Associate Financial Advisor
CIBC
Port Elgin, ON
- 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 12 hours ago
AS
Financial Licensed Assistant
Allan Small Financial Group with iA Private Wealth
Toronto, ON
- Full-time
The Financial Licensed Assistant’s primary focus is to assist the advisor in the day-to-day trading and the administration of the business. To assist the advisor, manage the portfolios and…
Added 13 hours ago
R
Client Advisor
RBC
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 13 hours ago
C
Associate Financial Advisor
CIBC
Prince George, BC
- 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 13 hours ago
C
Associate Financial Advisor
CIBC
Victoria, BC
- 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 13 hours ago
FG
Associate Director, Full-Stack Applications - Credit Module
Fitch Group
Toronto, ON
- $150,000 to $170,000 CAD / year
…managers, analysts, and senior stakeholders as a trusted technical advisor, mentor engineers, facilitate technical discussions, and foster a culture of experimentation, learning, and…
Added 14 hours ago
R
Client Advisor Intern
RBC
Windsor, ON
- Part-time
…a great career with us as a future Account Manager/Banking…

CIBC

Associate Financial Advisor

Victoria, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 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: Nov 2, 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).
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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

Victoria-Douglas and View

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

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

Client service
Financial advice
Relationship building
Business development
Networking
Sales results
Portfolio management
Mortgage advice
Financial planning
Digital literacy
Mobile banking
Critical thinking
Communication
Goal setting
Regulatory compliance

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
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Retail Banking
Mortgage
Business Development
Client Engagement
Financial Planning
Networking
Sales
Relationship Management
Mobile Banking
Portfolio Management
Customer Service
Financial Services

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