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Added 9 mins ago
Insurance Advisor
Western Financial Group
Campbell River, BC
Full-time
Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than…
Added 9 mins ago
Financial Analyst - Accounting Systems & Projects
Brandt Group of Companies
Regina, SK
Full-time
Brandt Corporate Services Ltd. is seeking a detailed oriented and analytical Financial Analyst - Accounting Systems & Projects for our Regina, SK, location. The Financial Analyst –…
Added 9 mins ago
Settlements Coordinator
Brandt Group of Companies
Regina, SK
Full-time
Maintain sales databases, ensuring data integrity and accurate financial reporting.
Added 9 mins ago
Manager of Program Development
Brandt Group of Companies
Regina, SK
Full-time
Added 9 mins ago
Cost Accountant
Brandt Group of Companies
Regina, SK
Full-time
Added 9 mins ago
Account specialist, High Value at Risk (HVAR)
BMO
BC · British Columbia, Canada
Part-time
Added 9 mins ago
Procurement Manager
Brandt Group of Companies
Regina, SK
Full-time
Ensure all contracts align with operational budgets and financial objectives.
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Account Manager
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Full-time
Experience the heart of Toronto’s financial district when in the office. PROLINK is steps away from Union Station and is connected to St. Andrew subway station;
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Rental Administrator
Brandt Group of Companies
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…ensures accurate, timely, and organized processing to support financial and operational objectives, while maintaining strong communication with internal teams and…
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Insurance Broker
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QA Engineer
First National Financial LP
Toronto, ON · East York, ON
Full-time
Experience in financial services, mortgage lending, lending operations, servicing, broker channels, third party partnerships, or regulated technology environments is preferred.
Added 9 mins ago
Director, Paid Media
Clarity (formerly Hiive)
Vancouver, BC
Full-time
Experience in fintech, financial services, or another regulated industry
Added 9 mins ago
Product Manager
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Strong analytical skills and experience using product, process, quality, adoption, and financial data to prioritize work, measure outcomes, and communicate value.
Added 9 mins ago
Director, Paid Media
OnClarity
Vancouver, BC
$200,000 to $240,000 CAD / year
Full-time
Experience in fintech, financial services, or another regulated industry
Added 25 mins ago
Personal Banking Advisor - Edmonton Ellerslie Landing
ATB
Edmonton, AB
Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 25 mins ago
Mortgage Specialist - Edmonton Area
ATB
Remote, Canada
Full-time · Remote
…expertise and stability of working for one of Alberta’s largest financial institutions. After being assigned a territory, it will be your mission to grow ATB’s mortgage business in that…
Added 25 mins ago
Senior Product Manager, Digital Banking
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Toronto, ON · Kelowna, BC · Edmonton, AB · Calgary, AB
Full-time
Experience within Canadian Banking, Financial Services or FinTech (REQUIRED).
Added 25 mins ago
Cost Analyst II
Worley
Edmonton, AB · Calgary, AB
Full-time
Understanding of financial interface for expenditures, revenue recognition, invoicing, cash flow / cash calls.
Added 25 mins ago
Client Support Admin and Servicing Rep
CanCap Management Inc.
Mississauga, ON
Up to $22 CAD / hour
The CanCap Group (“CanCap”) is a privately-owned Canadian national financial services company with multiple verticals across automotive, consumer, and merchant lending portfolios. We manage…
Added 40 mins ago
Account specialist, High Value at Risk (HVAR)
BMO
NS · Nova Scotia, Canada
Part-time
Added 40 mins ago
Insurance Advisor
Western Financial Group
High River, AB
Full-time
Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than…
Added 40 mins ago
Senior Consultant - CRM Financial Services
Deloitte
Toronto, ON
Full-time
As a Senior Consultant specializing in Financial Services CRM and Salesforce, you will work with leading financial institutions to deliver CRM transformation and digital modernization…
Added 40 mins ago
Assurance Senior Associate - Private Client Services
RSM Canada
Toronto, ON
Full-time
…coordinating audits, review engagements, and compilations of financial statements, related disclosures, and other client deliverables (including corporate income tax, personal income tax…
Added 40 mins ago
Consultant - CRM Financial Services
Deloitte
Ottawa, ON
Full-time
Join a collaborative team focused on delivering CRM and digital transformation initiatives for leading Financial Services organizations. We work closely with clients to modernize customer…

CIBC

Associate Financial Advisor

Port Elgin, ON, Canada

Job type: Full-time
Apply by: Oct 2, 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: Sep 22, 2026

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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.

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).
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

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 [email protected]
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

Port Elgin

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 financial plans. 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

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

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

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