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Added 25 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 25 mins ago
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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 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 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 10 hours ago
EC
Senior Customer Success Manager, Defence
Esri Canada
Ottawa, ON
- Full-time
Demonstrated ability to serve as a trusted advisor to senior and executive‑level stakeholders, translating complex GIS and location intelligence use cases into actionable strategies that…
Added 10 hours ago
EC
Senior Customer Success Manager, Prairies
Esri Canada
AB · Edmonton, AB
- Full-time
Demonstrated ability to serve as a trusted advisor to senior and executive‑level stakeholders, translating complex GIS and location intelligence use cases into actionable strategies that…
Added 11 hours ago
P
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 15 hours ago
NB
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
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 15 hours ago
NB
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 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
Added 1 day ago
FT
Automotive Service Advisor
Fountain Tire
Thunder Bay, ON
- Other
…looking for an experienced, customer-focused Automotive Service Advisor to join our Thunder Bay…
Added 1 day ago
FT
Inside Sales Representative, Edmonton (Roper Road)
Fountain Tire
Edmonton, AB
- Other
Fountain Tire Roper Road, an established automotive repair shop, is looking for a friendly and dedicated individual to join our team as a Service Advisor!
Added 1 day ago
NB
Investment Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as an Investment Advisor in the National Bank call centre means helping our clients achieve their goals. Through your warm approach and the quality of your advice, you’ll provide a…
Added 1 day ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Constant, QC · St Constant, 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 1 day ago
NB
Senior Advisor Innovation and Performance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation…
Added 1 day ago
TI
Personal Lines and Autoplan Advisor - InsureBC (University) Insurance Services
The InsureBC Group
Vancouver, BC
- Full-time
We are seeking a full-time Insurance Advisor for our office located on UBC Campus. In this role, you will provide exceptional front-line customer service for Personal Lines and Autoplan…
Added 1 day ago
Automotive Sales Advisor - Campus Honda Victoria
The Jim Pattison Auto Group
Victoria, BC
The Jim Pattison Auto Group is looking for a motivated, customer-focused, and sales-driven individual to join our Campus Honda Victoria sales team as a Sales Advisor. If you strive to…
Added 1 day ago
DB
Part Time Bridal Sales
David's Bridal
Hamilton, ON
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling behaviors, and performing duties related to the presentation and…
Added 1 day ago
DB
Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our 5-Step Selling Process, and performing duties related to the presentation…
Added 1 day ago
DB
Part Time Bridal Sales
David's Bridal
Woodbridge, ON
- Part-time
…Customer Service to all David’s Bridal customers, achieving sales goals and productivity by expertly following our selling behaviors, and performing duties related to the presentation and…
Added 1 day ago
M
Business Development Associate
Manulife
Montreal, QC
- Full-time
…and a Business Development Manager. Your mission? Help drive sales growth and build strong advisor…

CIBC

Associate Financial Advisor

Kingston, ON, Canada

Full-time

Apply About employer

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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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