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W847L-270174 - Senior Learning Advisor Working Status: On-Site
Amyantek
Ottawa, ON
- Contract
MT1 As per the Learning Services Supply Arrangement (SA), the Bidder must clearly demonstrate that the proposed Senior Learning Advisor meets one of the following minimum obligatory…
Added 8 mins ago
KC
Resourcing Lead
Kim Cosic Consulting Inc.
Toronto, ON
- Full-time
While my client is technically an operational consultancy, they don’t like to call themselves consultants. They're a collection of engineers, innovators and creators who work with companies…
Added 23 mins ago
M
Co-op Accountant, Assurance and Accounting (September 2027)
MNP
Strathroy-Caradoc, ON · Strathroy, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 38 mins ago
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Sales Strategy & Operations Manager
Jobber
AB · Edmonton, AB
- Full-time
Added 38 mins ago
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Financial Advisor CIRO-ID (Urban)
CIBC
Mississauga, ON · Erin Mills Town Centre Banking
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 38 mins ago
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Vendor Conflicts Lead
Metrolinx
Canada
- Full-time
Our Procurement Services/Finance office is seeking a Vendor Conflicts Lead reporting to the Manager, Conflicts of Interest, provides strategic advice and planning to drive the success of…
Added 53 mins ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 53 mins ago
RB
Client Advisor
Royal Bank of Canada
Truro, NS
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 53 mins ago
RB
Client Advisor
Royal Bank of Canada
Crystal City, MB
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 1 hour ago
WI
Finance Business Partner (12-Month Contract)
WSP in Canada
Brossard, QC
- Contract
Reporting to the Director, Financial Planning and Analysis; the Finance Business Partner will serve as a trusted advisor to business and finance leaders across WSP.
Added 1 hour ago
WI
Finance Business Partner (12-Month Contract)
WSP in Canada
Montreal, QC
- Contract
Reporting to the Director, Financial Planning and Analysis; the Finance Business Partner will serve as a trusted advisor to business and finance leaders across WSP.
Added 1 hour ago
WI
Finance Business Partner (12-Month Contract)
WSP in Canada
Laval, QC
- Contract
Reporting to the Director, Financial Planning and Analysis; the Finance Business Partner will serve as a trusted advisor to business and finance leaders across WSP.
Added 1 hour ago
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Project Manager, Buildings & Construction (Contract)
Tiree
Ottawa, ON
- Full-time
…unparalleled success by providing tailored, innovative consulting services - ensuring every project is executed with precision and…
Added 1 hour ago
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Financial Advisor, Investment & Retirement Planning - Bridlewood, Kanata, Ontario
Scotiabank
Ottawa, ON · Kanata, ON
- Full-time
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 1 hour ago
Project Manager, Buildings & Construction (Contract)
Tiree
Ottawa, ON
…unparalleled success by providing tailored, innovative consulting services - ensuring every project is executed with precision and…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Halifax, NS
- 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
KG
Client service Co-ordinator
Kilgour Group - IG Private Wealth Management
Sudbury, ON · Greater Sudbury, ON
- Full-time
This is not a lead financial advisor or financial planning position. You will work alongside our fully licensed advisors, helping them deliver a great client experience while allowing them…
Added 1 hour ago
FT
Head of Private Markets - Canadian Wealth Management
Franklin Templeton
Toronto, ON
- Full-time
…sales growth, platform adoption, strategic partnerships, and advisor engagement across a broad suite of alternative investment…
Added 1 hour ago
CF
District Vice President (Wholesaler)
Canoe Financial
Montreal, QC
- Full-time
…will expand sales growth and service the retail investment advisor channel for an assigned territory. The successful candidate will build and maintain strong business relationships with…
Added 1 hour ago
PC
Wealth Planning Assistant
Prospera Credit Union
New Westminster, BC
- Part-time
Comprehensive knowledge and execution of CSI policies and procedures: daily review of client accounts, transactions, debits/cash balances, trades, and process trades with written…
Added 2 hours ago
R
Commercial Banking Advisor
RBC
Ottawa, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 2 hours ago
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Banking Advisor
RBC
Fort Frances, ON
- 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 2 hours ago
T
Senior Regional Manager, Financial Planning
TD
Aurora, ON
- Full-time
…needs. The Senior Regional Manager is responsible for elevating advisor performance through advanced coaching, strategic business development, sophisticated wealth planning practices, and…
Added 2 hours ago
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Counsel II
TD
Toronto, ON
- Full-time
…maintain collaborative working relationships and become a trusted advisor to your…
Added 2 hours ago
VG
Wealth Management Advisor
Virtus Group, Chartered Professional Accountants & Business Advisors LLP
Regina, SK
- Full-time
We’re looking for an experienced Wealth Management Advisor based in Regina who wants to help us continue building VPW and growing our presence in the market.

CIBC

Associate Financial Advisor

Halifax, NS, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 19, 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 5, 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. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

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

Halifax-18 Parkland Dr.

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 engagement
Financial planning
Relationship building
Business development
Networking
Sales
Retail banking
Credit analysis
Investment advice
Mobile banking applications
Critical thinking
Communication
Customer service
Portfolio management
Financial advisory

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

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