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Added 5 mins ago
Customer Experience Associate
TD
Lethbridge, AB
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…
Added 5 mins ago
Customer Experience Associate
TD
Ottawa, 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…
Added 5 mins ago
Personal Banking Associate Trainee
TD
Calgary, AB
Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 5 mins ago
Customer Experience Associate
TD
Toronto, 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…
Added 5 mins ago
Customer Experience Associate
TD
Ottawa, 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…
Added 5 mins ago
Customer Experience Associate
TD
Victoria, BC
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…
Added 5 mins ago
Customer Experience Associate
TD
Winnipeg, MB
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…
Added 5 mins ago
Personal Banking Associate- Future Opportunities from Asper Career Fair 2026
TD
Winnipeg, MB
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 5 mins ago
ersonal Banking Associate - 800 Boulevard René-Lévesque Ouest (Full-time, 37.5/week)
TD
Montreal, QC
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 5 mins ago
Personal Banking Associate
TD
Winnipeg, MB
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 5 mins ago
Associate, Automated Execution Group
TD
Toronto, ON
Full-time
…option trading clients. AEG is also responsible for the order management and supervision of TD's electronic retail orders, including enforcement of best execution and manual trader…
Added 5 mins ago
Personal Banking Associate - St Eustache (Full-time, 37.5h/week)
TD
Saint-Eustache, QC
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 5 mins ago
Customer Experience Associate
TD
Wetaskiwin, AB
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…
Added 5 mins ago
Associate, Credit Underwriting and Portfolio Management - Middle Market Canada
MUFG
Toronto, ON
Full-time
We're seeking a Credit Risk Associate who will support our growing Portfolio Management Group (“PMG”) in providing credit coverage for Middle Market clients in Canada. You'll prepare…
Added 5 mins ago
Gestionnaire de comptes clés, Unité d’affaires Animaux de compagnie – Santé animale / Key Account Manager, Companion Animal Business Unit - Animal Health
MSD
AB · Hamilton, ON · Barrie, ON · Kingston, ON · London, ON · Toronto, ON · Kirkland, QC · Pointe-Claire, QC · Montreal, QC · Sherbrooke, QC · Penticton, BC · Calgary, AB
Full-time
Added 18 mins ago
Senior Associate, Institutional Sales
OnClarity
Vancouver, BC
$200,000 to $600,000 CAD / year
Full-time
As a Senior Associate, Institutional Sales, you will play a critical role in driving Clarity’s growth by sourcing, developing, and expanding relationships with institutional investors and…
Added 18 mins ago
Investment Associate, Wealth Management, Nesbitt Burns
BMO
Montreal, QC
Full-time
…professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated…
Added 18 mins ago
Entry Level HR
Actalent
Montreal, QC
Temporary
The Customer Support Associate (CSA) is responsible for ensuring our customers – including but not limited to contract employees, clients, field offices, program offices, and alternative…
Added 18 mins ago
Associate Director Fundaising
Windmill Microlending
Toronto, ON
$110,000 to $120,000 CAD / year
Full-time
Windmill Microlending is seeking a collaborative and dynamic self-starter to serve as our Associate Director, Fundraising as we prepare to close an exciting $50M national campaign that…
Added 20 mins ago
Store Associate
The Salvation Army Canada and Bermuda Territory
Toronto, ON · North York Thrift Store
Part-time
Added 20 mins ago
DRC Associate
The Salvation Army Canada and Bermuda Territory
Halifax, NS · Dartmouth, NS
Part-time
Use Warehouse Management System/Inventory Management System to record and facilitate warehouse operations.
Added 20 mins ago
Store Associate
The Salvation Army Canada and Bermuda Territory
Toronto, ON · Leslieville Thrift Store
Part-time
Added 20 mins ago
Sales Associate
EssilorLuxottica Group
Ontario · Windsor, ON
The Sales Associate sets the standard of quality in eye care and eyewear by ensuring every patient and customer has the best experience in every LensCrafters every time. The role of Sales…
Added 20 mins ago
Ray-Ban Retail Sales Associate
EssilorLuxottica Group
Vancouver, BC
The Retail Sales Associate will be responsible for providing exceptional customer service, building strong relationships with clients, and achieving sales targets. As an associate, you will…
Added 20 mins ago
Associate Financial Advisor
CIBC
Oakville, ON
Full-time
…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…

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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