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Added 27 mins ago
C
Associate Financial Advisor
CIBC
Mississauga, 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 27 mins ago
C
Associate Financial Advisor
CIBC
Kingston, 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 57 mins ago
SF
Commercial Account Manager
Summit Fleet
Leduc, AB
- Full-time
…Reporting to the Director of Summit Fleet, you'll act as a trusted advisor to organizations seeking commercial fleet leasing and fleet management…
Added 57 mins ago
SF
Account Executive - Leasing & Fleet Services
Summit Fleet
Leduc, AB
- Full-time
…the Summit Fleet leadership team, you'll serve as a trusted advisor to commercial clients, helping them secure the right transportation solutions to support their business…
Added 1 hour ago
NI
Account Manager
Network Innovations
Calgary, AB
- Full-time
Prospect and qualify new enterprise opportunities, develop new market verticals, and build a healthy, sustainable sales pipeline within the CRM.
Added 2 hours ago
O
Customer Success Manager
Occupier
Remote, Canada
- Full-time
- Remote
…with Onboarding, Solutions Consulting, Product Management, and Sales to spot friction, capitalize on trends, and deliver an increasingly exceptional customer…
Added 3 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
…clients to navigate increasingly complex GST/HST, PST, QST, sales and use tax, and indirect tax matters across a broad range of…
Added 4 hours ago
C
VP Consulting Services, Banking & Financial Services
CGI
Montreal, QC
- Full-time
Act as a strategic advisor, bringing banking expertise, technology insight, innovation and thought leadership to client discussions.
Added 6 hours ago
NB
Private Banker
National Bank of Canada
Moncton, NB
- Full-time
Act as a trusted strategic advisor by identifying business opportunities and recommending solutions that align with clients’ financial objectives.
Added 7 hours ago
HI
Insurance Advisor, Mobile Auto
HUB International
Langley (District), BC · Langley, BC
- Full-time
Our Community Branch Network Division is seeking a client-focused Insurance Advisor. We want someone who thrives in a fast-paced and ever-changing environment.
Added 9 hours ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 CAD / year
- Full-time
…lifelong advocates. In this role, you will own the end-to-end post-sales journey for our most strategic accounts, ensuring they don’t just use our product, but see it as an essential part…
Added 10 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
…Senior Customer Success Manager, Defence acts as a trusted advisor to senior DND stakeholders, leads multi-year customer success strategies, and orchestrates cross-functional teams to…
Added 10 hours ago
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Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Esri Canada has an exceptional opportunity for a full-time Senior Customer Success Managers to join our Sales team in the Prairies region.
Added 11 hours ago
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System Configuration Specialist / Spécialiste en configuration de systèmes (CS006)
Potenco
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Act as a technical subject matter expert and advisor for critical systems.
Added 11 hours ago
HE
Entry-Level Customer Advisor – Hospitality or Retail Backgrounds Welcome
Hype Events
Toronto, ON
- Full-time
…those exact strengths and help you build a long-term career in sales, marketing, and…
Added 13 hours ago
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Bilingual Sales Associate, Apartments.com/ Associé(e) aux ventes bilingue, Apartments.com - Montréal, Québec
CoStar
Montreal, QC
- Full-time
Added 15 hours ago
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Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
You will act as a trusted advisor to a diverse client base that may include software and SaaS companies, gaming studios, digital media organizations, film and television production…
Added 15 hours ago
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Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
…clients to navigate increasingly complex GST/HST, PST, QST, sales and use tax, and indirect tax matters across a broad range of…
Added 15 hours ago
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BANKING ADVISOR
National Bank of Canada
Brossard, QC
- 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 16 hours ago
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Sales Representative
The Acquisition Group
AB
- Full-time
Are you a goal-driven sales professional with a passion for helping people connect to innovative home services? Our client, a trusted and established TELUS vendor is currently hiring a…
Added 19 hours ago
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Financial Advisor
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Montreal, QC
- Full-time
Added 22 hours ago
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Temporary Associate
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The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 22 hours ago
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Associate Insurance Advisor - Farm Specialist
Co-operators
Ponoka, AB
- Full-time
We’re hiring: Associate Insurance Advisor – Farm Insurance | Ponoka, Alberta
Added 1 day ago
PS
Financial Planning and Analysis Manager
Professional Staffing
Mississauga, ON
- $130,000 to $150,000 CAD / year
- Full-time
External Advisor Collaboration: Serve as the primary internal liaison to external accounting and tax advisory partners for annual compliance reviews, corporate filings, and sales tax (HST)…
Added 1 day ago
NB
Branch Manager
National Bank of Canada
Dolbeau-Mistassini, QC
- Full-time
Promote and foster the advisory approach of the banking advisor model

CIBC

Associate Financial Advisor

Kingston, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 16, 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 8, 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. 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

Kingston-Bagot & Brock

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 clients to provide personalized financial solutions and achieve their financial goals. Additionally, you will engage in business development and networking activities to grow the client base and deepen existing relationships.

Requirements

You must have 2–3 years of experience in providing financial advice and achieving sales results. A valid Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) is required, along with eligibility for CIRO-MFD licensing.

Skills

Client engagement
Financial planning
Relationship building
Business development
Networking
Sales
Critical thinking
Technology expert
Mobile banking
Mutual funds
Investment funds
Retail banking
Credit needs
Portfolio management
Communication

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
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
Retail Banking
Portfolio Management
Business Development
Financial Planning
Client Relationship
Sales
Networking
Mobile Banking
Credit
Mortgage
Financial Services
Customer Experience
Relationship Management
Market Share
Outreach
Financial Advice
Banking Centre
Imperial Service

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