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Added 13 mins ago
CL
Investment & Retirement Specialist
Canada Life
Toronto, ON
- Full-time
This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. Your objective will be to…
Added 13 mins ago
MC
Senior Project Manager Delivery Manager, Financial Services Technology (36213)
Myticas Consulting
Toronto, ON
- Contract
…support a large-scale technology implementation within a major financial services organization. This is a long term HYRBID role in the…
Added 13 mins ago
A
Senior Treasury Business Analyst-1862
Amyantek
Toronto, ON
- Contract
5+ years of experience in financial services, with strong knowledge of treasury, payments, or back-office operations.
Added 13 mins ago
T
Manager, Advice Center Performance Strategy
TD
Toronto, ON
- Full-time
Ensure business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control…
Added 13 mins ago
TB
Senior Accountant - Treasury
The Beer Store
Bolton, ON
- Full-time
We are currently searching for a Senior Accountant - Treasury, reporting to the Senior Manager, Treasury, Pension, Tax & Shared Services. This vacancy is a full-time, permanent opportunity.…
Added 13 mins ago
T
Manager, Advice Center Coaching Design & Leader Enablement
TD
Toronto, ON
- Full-time
Ensure business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control…
Added 13 mins ago
AI
Manager, Marketing - AGF Capital Partners
AGF Investments
Toronto, ON
- Full-time
…capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans,…
Added 13 mins ago
CL
Investment & Retirement Specialist
Canada Life
Montreal, QC
- Full-time
This role seeks to ensure the satisfaction and loyalty of our valued customers, so that they continue to invest their financial assets within our organization. Your objective will be to…
Added 13 mins ago
NT
Financial Planning & Reporting Analyst
NEARSOURCE TECHNOLOGIES
Montreal, QC
- Full-time
Job Title: Financial Planning & Reporting Analyst
Added 13 mins ago
MC
Accountant (35782)
Myticas Consulting
Toronto, ON
- Full-time
Our client is seeking an experienced Accountant to join its Finance & Accounting team on a permanent basis. This is an excellent opportunity for a well-rounded accounting professional who…
Added 13 mins ago
T
Actuarial Analyst I
TD
Toronto, ON
- Full-time
Our team is crucial in maintaining the company's financial health and competitive edge. By leveraging data analysis, actuarial science, and market research, we ensure profitability while…
Added 13 mins ago
MC
Senior Manager, Data Governance (36122)
Myticas Consulting
Toronto, ON
- Full-time
Our client is an established financial services organization providing a range of consumer financial products and services, including lending, money transfers, and payment solutions. With a…
Added 13 mins ago
CA
Claims Representative I, Auto
Co-operators Assurance et services financiers
Mississauga, ON
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 13 mins ago
U
Zuora Invoicing Developer
UST
ON · Ontario, Canada
- Full-time
Ensure compliance with billing, tax, and financial regulations.
Added 13 mins ago
SH
Site Controller
SIEL Human Solutions
Thompson, MB
- Full-time
Lead site budgeting, forecasting, financial planning, and an accurate, on-time month-end and year-end close.
Added 13 mins ago
PA
Fleet Manager
PAL Aviation Services
St. John's, NL
- Full-time
Oversee financial and administrative controls, including budgeting, cost analyses, purchase orders, asset tracking, invoice reconciliation, vehicle registrations, insurance compliance, and…
Added 13 mins ago
VS
Senior Manager, Solutions Services
Vena Solutions
Remote, Canada
- $150,110 to $203,090 CAD / year
- Full-time
- Remote
Expert knowledge of financial processes and concepts – demonstrating ability to link financial requirements (planning/forecasting, reporting, consolidation) to solutions
Added 13 mins ago
Payroll Systems Specialist
Tigercat | MacDonald Steel
Cambridge, ON
Competitive Wages and Profit Sharing: In addition to competitive wages, we celebrate our financial success together through profit sharing.
Added 13 mins ago
Insurance Advisor(Walnut Gate, Langley)
Talent Acquisition Team at Westland Insurance. Text reply only.
Langley (District), BC · Langley, BC
…grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs…
Added 14 mins ago
T
Manager, Investments - Tangerine
Tangerine
Toronto, ON
- Full-time
3+ years of related work experience, preferably in Financial Services and/or Contact Centre environments
Added 14 mins ago
S
Financial Planner, Scotia Financial Planning - Comox Valley
Scotiabank
Comox, BC
- Full-time
…interested in learning more about this role, please review our “Financial Advisor Investment and Retirement planning”…
Added 14 mins ago
CA
Claims Representative I, Auto
Co-operators Assurance et services financiers
Moncton, NB
- Full-time
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s…
Added 14 mins ago
T
Bilingual (Englis/French) Contact Center Rep II
TD
Markham, ON
- Full-time
Expected to meet the needs of customers/partners by offering advice/guidance based on their total financial situation and possessing a thorough knowledge of customer/partner life cycle needs
Added 14 mins ago
MC
Senior QA Engineer III – Automation | Banking | API | Kafka | ETL (35729)
Myticas Consulting
Ottawa, ON
- Full-time
We are seeking a Senior QA Engineer III with strong hands-on test automation and banking/financial services experience to support complex enterprise applications and integration…
Added 14 mins ago
OP
Senior Financial Analyst
Ottawa Police Service
Ottawa, ON
- Full-time
Directorate: Financial Services Section: Financial Planning

CIBC

Associate Financial Advisor

Vancouver, BC, Canada

Full-time

Apply About employer

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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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