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Added 1 min ago
Temporary Sales Associate
Coach
Toronto, ON
Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 min ago
Campaign Manager, Social
Omnicom Media
Toronto, ON
Full-time
Entry-level to associate experience in digital media.
Added 1 min ago
Associate Director, Programmatic
Omnicom Media
Toronto, ON
Full-time
Added 1 min ago
Energy & Infrastructure - Financial Due Diligence - Senior Associate - Transaction Advisory - Canada
Alvarez & Marsal
Toronto, ON
Full-time
…variety of diverse industries. A&M TAG is seeking a Senior Associate to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. We…
Added 1 min ago
Associate, Forensics
Doane Grant Thornton LLP
Toronto, ON
Full-time
…means we have an exciting career opportunity for a dynamic Associate, Forensic Advisory in Toronto. Our innovative group will provide a successful candidate with the opportunity to work…
Added 1 min ago
Gestionnaire de comptes clés, Unité d’affaires Animaux de compagnie – Santé animale / Key Account Manager, Companion Animal Business Unit - Animal Health
Merck Canada
Calgary, AB
Full-time
Collaborer avec les parties prenantes internes afin d’identifier des occasions d’affaires et des stratégies d’investissement démontrant la valeur du partenariat avec le client.
Added 1 min ago
Account Specialist, Customer Service
Ansell
Cowansville, QC
Full-time
Associate degree preferred, or equivalent experience.
Added 1 min ago
Gestionnaire de comptes clés, Unité d’affaires Animaux de compagnie – Santé animale / Key Account Manager, Companion Animal Business Unit - Animal Health
Merck Canada
Kirkland, QC
Full-time
Collaborer avec les parties prenantes internes afin d’identifier des occasions d’affaires et des stratégies d’investissement démontrant la valeur du partenariat avec le client.
Added 1 min ago
Gestionnaire de comptes clés, Unité d’affaires Animaux de compagnie – Santé animale / Key Account Manager, Companion Animal Business Unit - Animal Health
Merck Canada
Penticton, BC
Full-time
Collaborer avec les parties prenantes internes afin d’identifier des occasions d’affaires et des stratégies d’investissement démontrant la valeur du partenariat avec le client.
Added 1 min ago
Associate - Commercial Due Diligence - Transaction Advisory Group - Canada
Alvarez & Marsal
Toronto, ON
Full-time
As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries,…
Added 1 min ago
Senior Associate - Transaction Advisory - Commercial Due Diligence - Canada
Alvarez & Marsal
Toronto, ON
Full-time
…variety of diverse industries. A&M TAG is seeking a Senior Associate to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. We…
Added 1 min ago
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Full-time
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Added 1 min ago
Gestionnaire de comptes clés, Unité d’affaires Animaux de compagnie – Santé animale / Key Account Manager, Companion Animal Business Unit - Animal Health
Merck Canada
Hamilton, ON
Full-time
Collaborer avec les parties prenantes internes afin d’identifier des occasions d’affaires et des stratégies d’investissement démontrant la valeur du partenariat avec le client.
Added 1 min ago
Gestionnaire de comptes clés, Unité d’affaires Animaux de compagnie – Santé animale / Key Account Manager, Companion Animal Business Unit - Animal Health
Merck Canada
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Added 1 min ago
Account Manager, Social
Omnicom Media
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Full-time
The role of the Account Manager, Paid Social is responsible for client communication and will develop and oversee execution of digital plans and strategies for our clients. They will also…
Added 1 min ago
Gestionnaire de comptes clés, Unité d’affaires Animaux de compagnie – Santé animale / Key Account Manager, Companion Animal Business Unit - Animal Health
Merck Canada
AB · Edmonton, AB
Full-time
Collaborer avec les parties prenantes internes afin d’identifier des occasions d’affaires et des stratégies d’investissement démontrant la valeur du partenariat avec le client.
Added 2 mins ago
Product Advisor - BMW Langley
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Added 17 mins ago
Associate, Investment Banking, Energy - Calgary, AB
Scotiabank
AB · Calgary, AB
Associate, Investment Banking, Energy – Calgary, AB
Added 31 mins ago
Freelance Associate Director, Visual Design
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Canada
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The Associate Director, Visual Design, is a cornerstone of our creative leadership, tasked with defining the aesthetic North Star for our organization. This is not just a role for a master…
Added 31 mins ago
Food Service Associate
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As a Food Services Associate , reporting to the Chef Manager, you will perform a variety of customer service based tasks within the food services function. This position requires excellent…
Added 31 mins ago
Sales Associate (Part-time)
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Added 32 mins ago
Store Associate
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…to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and visual standards of the…
Added 32 mins ago
Associate, Agricultural Services
TD
Medicine Hat, AB · Barrhead, AB · Red Deer, AB · Camrose, AB · Calgary, AB · Lethbridge, AB
Full-time
As an Associate, Agriculture Banking, you'll gain hands-on experience supporting a portfolio of agriculture and agribusiness clients while developing the skills needed for a successful…
Added 32 mins ago
Customer Experience Associate - Campbellton
TD
Campbellton, NB
Full-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 32 mins ago
Customer Experience Associate
TD
Sault Ste. Marie, ON
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…

CIBC

Associate Financial Advisor

Oakville, ON, Canada

Job type: Full-time
Apply by: Oct 1, 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

Oakville-Lakeshore & George

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

You will manage a portfolio of personal and small business clients to provide personalized financial solutions and comprehensive retail banking advice. 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 valid Mutual Funds License and meet eligibility requirements for CIRO-MFD licensing.

Skills

Client engagement
Financial planning
Relationship building
Business development
Networking
Sales
Mobile banking
Critical thinking
Mutual funds
Retail banking
Credit analysis
Customer service
Communication
Financial advice

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
Retail Banking
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Business Development
Client Engagement
Financial Planning
Mortgage
Networking
Mobile Banking
Sales Results
Relationship Management
Banking Centre
Portfolio Management

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