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Added 3 hours ago
CA
Sales Support Specialist
Centurion Associates Inc
Toronto, ON
- Full-time
Reporting to the Vice President of National Advisor Sales, the Sales Support Specialist is responsible for the professional administration and support of all sales and marketing activities…
Added 5 hours ago
S
Financial Planner, Scotia Financial Planning - Comox Valley
Scotiabank
Comox, BC
- Full-time
…learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…
Added 5 hours ago
R
Branch Manager Advisor
RBC
Cardston, AB
- Full-time
Canada (excluding Quebec): Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 5 hours ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- 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 5 hours ago
S
Financial Planner, Scotia Financial Planning - Burnaby
Scotiabank
Burnaby, BC
- Full-time
…learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…
Added 5 hours ago
Scotia Jarislowsky Fraser Associate Portfolio Manager - Toronto
Scotiabank
Toronto, ON
This position is a trusted advisor of private wealth services that meet high net worth client’s short- and longterm holistic wealth management and investment growth goals, through a firm…
Added 5 hours ago
R
Banking Advisor
RBC
Pincher Creek, AB
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
R
Client Advisor
RBC
Saskatoon, SK
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
R
Client Advisor
RBC
Snow Lake, MB
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
R
Client Advisor
RBC
Sudbury, ON
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 6 hours ago
C
Financial Advisor - CIRO-ID
CIBC
Sherwood Park, AB
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 6 hours ago
CA
Sales Support Specialist
Centurion Asset Management Inc.
Toronto, ON
- Full-time
Reporting to the Vice President of National Advisor Sales, the Sales Support Specialist is responsible for the professional administration and support of all sales and marketing activities…
Added 6 hours ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $85,000 to $95,000 CAD / year
- Temporary
- Remote
University Degree related to finance and securities preferred
Added 6 hours ago
R
Client Advisor
RBC
Stonewall, MB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 6 hours ago
R
Client Advisor
RBC
Vancouver, BC
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 6 hours ago
R
Client Advisor
RBC
Pincher Creek, AB
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 6 hours ago
R
Administrative Assistant
RBC
Calgary, AB
- Full-time
The RBC Dominion Securities branch located in Calgary North branch is looking for an Administrative Assistant to provide administrative support to a successful Advisory Team.
Added 7 hours ago
C
Lead Software Engineer, Full Stack, Assistant Vice President
Citi
Mississauga, ON
- Full-time
…office stakeholders across Equities, Options, and Multi-Asset Securities, optimizing transactional expenses and exchange…
Added 8 hours ago
R
Banking Advisor
RBC
Temiskaming Shores, ON · Kirkland Lake, ON · West Nipissing, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 8 hours ago
R
Banking Advisor Intern
RBC
Amherstburg, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 8 hours ago
R
Client Advisor
RBC
Temiskaming Shores, ON · Kirkland Lake, ON · West Nipissing, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 9 hours ago
R
Director, Parallel by RBC
RBC
Toronto, ON
- Full-time
Strengthen referral partnerships across Private Banking, Dominion Securities, Investment Counsel and Capital Markets, helping generate new-to-RBC relationships, deepen existing client…
Added 9 hours ago
R
Financial Advisor
RBC
Temiskaming Shores, ON · Kirkland Lake, ON · West Nipissing, ON · Parry Sound, ON · North Bay, ON · Sundridge, ON · Gravenhurst, ON · Huntsville, ON · Bracebridge, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 9 hours ago
R
Associate
RBC
Pickering, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 9 hours ago
R
Client Advisor Kitchener/Waterloo
RBC
Kitchener, ON
- Part-time
…a great career with us as a future Account Manager/Banking…

CIBC

Associate Financial Advisor

Vancouver, BC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 30, 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 9, 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

Vancouver-Lonsdale & 16th

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

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More about this job

Responsibilities

The Associate Financial Advisor will assist clients with their financial planning and investment needs. They are responsible for maintaining client relationships and providing professional financial guidance.

Requirements

Candidates should have a background in financial services and strong interpersonal skills. Professional certification or relevant education in finance is typically required for this role.

Skills

Financial Planning
Client Relations
Investment Advice
Financial Analysis

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Financial Planning
Investment
Client Services
Finance

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