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Added 8 mins ago
Associate Director - Commercial Real Estate
ATB Financial
AB · Edmonton, AB
Full-time
As ATB’s next Associate Director, Commercial Real Estate, you are someone who loves solving problems and connecting with people. You are customer obsessed and leverage your financial skills…
Added 8 mins ago
Campus Services Associate (Temporary)
Sheridan College
Brampton, ON
Temporary
Reporting to the Operations Manager, Campus Services, the Campus Service Associate provides a variety of support services for Campus Services, including the oneCARD office & the Campus…
Added 8 mins ago
LBM Associate
Kent Building Supplies
Dartmouth, NS
Part-time
As an LBM Associate (Lumber and Building Material Associate), you will need to maintain the highest standards of safety, service and merchandising. The job can be quite physical and…
Added 40 mins ago
Associate Financial Advisor
Co-operators
AB · Alberta, Canada
Full-time
…Governed by member organizations, including co-operatives, credit unions, and farm organizations, Co-operators is deeply rooted in community and client-focused values. The company’s vision…
Added 40 mins ago
Senior Service Reliability Engineer
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Added 1 hour ago
Associate, Global Markets Corporate Banking
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Added 1 hour ago
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Added 1 hour ago
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Associate/Assistant Vice President - Credit Underwriting and Portfolio Management – Financial Institutions Group (FIG)
MUFG
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We're seeking a Credit Risk Associate who will be part of our growing Portfolio Management Group. You will conduct credit analysis and recommendation for financial institution credits…
Added 1 hour ago
Financial Planner II (CIRO-ID)
CIBC
St. Catharines, ON
Full-time
…deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased…
Added 1 hour ago
Education Instructor - Practicum Advisor EDBE 8R75 Fall
Brock University
Burlington, ON · St. Catharines, ON · Main Campus (Employees)
Part-time
…as non-contact time. Duties may include collaboration with associate teachers and principals, meeting students in-person or on-line, marking / grading, attending program meetings and…
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Education Instructor - Practicum Advisor EDBE 8R76 Winter
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St. Catharines, ON · Main Campus (Employees)
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$110,000 to $120,000 CAD / year
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$42,500 to $53,100 USD / year
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Added 2 hours ago
Analyst - Sales Audit
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Reconcile online credit card settlements and collaborate with Digital team to investigate variances.
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Manager, Associate Private Bankers
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As a leader of an Associate Private Banking team the incumbent contributes to the Private Banking’s success through leading the delivery of sound advice and administration of the Private…
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Senior Service Reliability Engineer
Fitch Group
Toronto, ON
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Added 2 hours ago
Thrift Store Associate
The Salvation Army Canada and Bermuda Territory
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Added 2 hours ago
Associate/Assistant Vice President - Credit Underwriting and Portfolio Management – Financial Institutions Group (FIG)
MUFG
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Full-time
We're seeking a Credit Risk Associate who will be part of our growing Portfolio Management Group. You will conduct credit analysis and recommendation for financial institution credits…
Added 2 hours ago
Private banking associate
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Added 2 hours ago
Associate, Global Markets Corporate Banking
BMO
Toronto, ON · FCP
Full-time
The Associate will be part of the Global Markets Corporate Banking Securitization team, which is responsible for underwriting and account management of securitization and other structured…
Added 2 hours ago
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The Part-Time Core Sales Associate will be the ultimate Pandora Fan. You will be responsible for delivering a world-class experience, surpassing sales goals, and continually finding…

CIBC

Associate Financial Advisor

Charlottetown, PE, Canada
PEI-University and Belvedere, Canada

Job type: Full-time
Apply by: Oct 8, 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 23, 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. 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).
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 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

PEI-University and Belvedere

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

Advise personal and small business clients by understanding their priorities, recommending personalized financial solutions, and helping them plan toward their goals. Manage mortgage client relationships, develop business through outreach and community events, and introduce clients to digital banking tools and appropriate banking partners.

Requirements

Candidates need 2–3 years of experience providing financial advice and achieving sales results through advice-based conversations. They must hold a current Mutual Funds License through the Canadian Securities Course or Investment Funds in Canada and meet CIRO-MFD licensing eligibility requirements; CFSA accreditation is an asset.

Skills

Client Service
Customer Experience
Digital Literacy
Financial Products
Goal Planning
Group Problem Solving
Outbound Calls
Regulatory Requirements
Results Orientation
Financial Advice
Relationship Building
Business Development
Client Engagement
Critical Thinking
Networking
Sales

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

Personal Banking
Business Banking
Financial Advice
Financial Planning
Retail Banking
Mortgage Clients
Mutual Funds License
Canadian Securities Course
Investment Funds in Canada
CIRO-MFD Licensing
CFSA
Financial Services Advice
Client Engagement
Relationship Building
Business Development
Sales Results
Investment Needs
Credit Needs
Mobile Banking Applications
Digital Banking
Outbound Calls
Community Events
Regulatory Requirements
Client Experience

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