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Added 19 mins ago
SL
Senior Consultant, Strategy, Sunlife Health
Sun Life
Calgary, AB · Vancouver, BC · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 19 mins ago
SL
Senior Consultant, Strategy, Sunlife Health
Sun Life
Calgary, AB · Vancouver, BC · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 19 mins ago
B
Mortgage Specialist Associate
BMO
London, ON
- Full-time
Understands customer needs to offer financial solutions that meet customer goals.
Added 34 mins ago
T
Freelance English into Traditional Chinese (Taiwan) Investment Banking Translator
TransPerfect
Remote, Canada
- Contract
- Remote
Added 34 mins ago
RB
Client Advisor
Royal Bank of Canada
Bonnyville, AB
- Part-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 49 mins ago
D
Senior Manager, Strategic Project Management
Datasite
Toronto, ON
- Full-time
Strong command of project and program management methodologies (waterfall, agile, and hybrid) and tools, along with strong financial, analytical, and business acumen.
Added 49 mins ago
TR
Senior Leasing Manager (Retail)
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Toronto, ON
- Full-time
Strong financial and analytical skills, including experience with lease analysis and financial modeling.
Added 49 mins ago
GT
Transfer Pricing Manager (Happy to talk flexible working)
Grant Thornton Cyber Defence Centre
Manchester, NS
- Full-time
Any benefits giving you access to shopping discounts, gym memberships, financial advice
Added 1 hour ago
C
Financial Service Representative II
CIBC
Burnaby, BC
- Full-time
…you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal…
Added 1 hour ago
AA
Project Management Analyst
August Advisors
Toronto, ON · Greater Toronto Area, Canada
- Full-time
1-3 years of professional experience in financial services, asset management, investment banking, professional services, or a related field.
Added 1 hour ago
1
Account Director
15Rock
Toronto, ON
- Full-time
Toronto (Financial District) · In person · Full-time
Added 1 hour ago
RB
Client Advisor Intern
Royal Bank of Canada
Montreal, QC
- Part-time
Track record in building rapport and maintaining client relationships within the financial, service or retail industry.
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Bonnyville, AB
- Part-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
PH
Social Worker - Medicine (NSPH)
Providence Health Care
Vancouver, BC
- Full-time
Added 1 hour ago
SC
Accounting Manager
Sound CPA
Owen Sound, ON
- Full-time
Share in our success. Competitive compensation plus profit sharing, giving you a financial stake in the firm’s success.
Added 1 hour ago
R&
Director, Governance, Risk & Compliance (GRC)
Robertson & Company Ltd.
Toronto, ON
- Full-time
…and coordinating audit readiness across NIST, ISO 27001, and financial regulatory…
Added 2 hours ago
TU
Accounting and Business Insights Industrial Placement Scheme - Halifax
targetjobs UK
Halifax, NS
- Full-time
This isn’t your average “add it up and file it away” finance job. The financial world is changing at speed – new tech, new competitors, shifting customer needs – and we’re right there,…
Added 2 hours ago
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Mississauga, ON · Montreal, QC
- Full-time
Added 2 hours ago
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Personal Banking Advisor - Carstairs
ATB
Carstairs, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 2 hours ago
F
Project Controls Specialist III
Fluor
Vancouver, BC
- Full-time
At Fluor, we believe that overall wellness encompasses the four wellness pillars of mental, physical, financial and social. Upon these pillars we are committed to fostering a healthy,…
Added 2 hours ago
M
Group Finance Manager, Canada Enterprise Team
Microsoft
Toronto, ON
- Full-time
…customers across all industries, with our priority industries being Financial Services, Energy and the Public Sector. As the Operating Unit Finance Mager (OUFM) you will be part of a…
Added 2 hours ago
C
Financial Services Representative ll
CIBC
BC
- Full-time
…you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal…
Added 2 hours ago
S
DCN Project Cost Analyst
SLB
Calgary, AB
- Full-time
Maintain consistent cost reporting in accordance with project controls and financial governance requirements.
Added 2 hours ago
C
Senior Manager, Complex Accounting
CAE
Montreal, QC
- Full-time
…units, merger and acquisition, tax, treasury, consolidation and financial…
Added 2 hours ago
C
Senior Analyst, Macro Research
CIBC
Toronto, ON
- Full-time
…producing high-quality macroeconomic or market analysis within financial markets, with a strong understanding of global macro dynamics, central banking, currencies, and capital…

CIBC

Associate Financial Advisor

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 12, 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 4, 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 Imperial Service 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

Toronto-CC West Concourse

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 mortgage clients and provide personalized financial solutions to help them achieve their goals. 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 also required to hold a Mutual Funds License and meet eligibility requirements for CIRO-MFD licensing.

Skills

Client service
Financial planning
Relationship building
Business development
Networking
Sales
Retail banking
Mortgage management
Digital literacy
Critical thinking
Communication
Goal setting
Mutual funds
Investment advice
Small business banking

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

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