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Added 5 mins ago
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Banking Advisor
RBC
Alexis Whitecourt 232, AB
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 20 mins ago
Senior Customer Engineer, Named Enterprise - Montreal, QC
Cloudflare
Montreal, QC
The Customer Engineer (CE) is the core driver of our technical go-to-market strategy: a trusted technical advisor and primary architect of the customer journey. You will bridge the gap…
Added 20 mins ago
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PIA Client Service Associate
TD
Markham, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 20 mins ago
HR
Spécialiste, Conseiller(ère) Beauté Désigné(e) /Specialist, Designated Beauty Advisor - Tom Ford
Holt Renfrew
Montreal, QC
- 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 20 mins ago
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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 20 mins ago
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People and Culture Business Partner
Progressive
Montreal, QC
- $81,500 to $99,200 USD / year
- Full-time
You'll be the trusted advisor to leaders, the go-to resource for employees, and the Canadian employment law expert helping drive business success while creating an exceptional employee…
Added 20 mins ago
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Energy Marshal
GagaMuller
Regina, SK
- Full-time
In this client-side safety and energy management role, you will support the safe energization, commissioning, and turnover of electrical and mechanical systems on large-scale data center…
Added 20 mins ago
SL
Advisor
Sun Life Insurance & Investments
Richmond Hill, ON
- Full-time
People from various professional and educational backgrounds have found success in the advisor career at Sun Life. That’s because being a successful advisor is not just about what’s on your…
Added 20 mins ago
RC
Manager - International Tax Business
RSM Canada
Toronto, ON
- Full-time
Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback – approximately 10- 20% of your time
Added 34 mins ago
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Senior Audit Manager - Capital Markets
BMO
Toronto, ON · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 34 mins ago
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Commercial Insurance Advisor
BrokerLink
Calgary, AB
- Full-time
We’re looking for a Commercial Insurance Advisor to join our IBU (Independent Business Unit) Service team.
Added 34 mins ago
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Senior Manager, U.S. Corporate Tax
MNP
Edmonton, AB · AB · Winnipeg, MB · Calgary, AB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll deliver innovative, strategic plans that address clients’ cross-border needs and minimize tax…
Added 34 mins ago
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Personal Insurance Advisor
HUB International
Red Deer, AB
- Part-time
HUB International is looking for a Personal Insurance Advisor to join our Red Deer team. In this role, you will manage and grow a book of personal lines business, providing clients with…
Added 49 mins ago
NB
RETIREMENT STRATEGY ADVISOR
National Bank of Canada
Val-d'Or, QC
- Full-time
Added 49 mins ago
NB
Banking Advisor
National Bank of Canada
Kelowna, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 49 mins ago
AS
Financial Licensed Assistant
Allan Small Financial Group with iA Private Wealth
Toronto, ON
- Full-time
· Supporting advisor with the review of client portfolios to ensure alignment with risk profile and applicable investment objectives
Added 49 mins ago
NB
Loan Syndication Agency Advisor
National Bank of Canada
Montreal, QC
- Full-time
As an Advisor - Syndication Agency, you play a key role in analyzing, coordinating and executing syndicated financing, in collaboration with numerous internal and external partners.
Added 49 mins ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
Bank Financial (NBF) means acting as a trusted advisor to high-net-worth
Added 50 mins ago
PB
Director of SEO
Powered by search
Remote, Canada
- Full-time
- Remote
You’ll manage 4-6 direct reports, work directly with executive stakeholders internally, and serve as a trusted advisor to senior client leaders.
Added 50 mins ago
Director, Product Marketing - Scotia Global Asset Management
Scotiabank
Toronto, ON
…support business growth, increase market share, and strengthen advisor and client adoption of priority products and asset classes. Accountable for delivering successful, compliant, and…
Added 50 mins ago
ScotiaMcLeod Senior Financial Planning Associate
Scotiabank
White Rock, BC
Support Advisor in creating and delivering client seminars related to financial planning topics
Added 50 mins ago
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Beauty Advisor - Part Time
Sephora
Red Deer, AB
- $17 to $20 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 50 mins ago
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Paid Services Beauty Advisor - Full Time
Sephora
Milton, ON
- $19.7 to $23.2 CAD / hour
- Full-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 1 hour ago
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Client Advisor
RBC
Foremost, AB
- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 1 hour ago
UO
Senior Advisor, Research Chairs
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to…

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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