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Added 14 mins ago
Merchandise Execution Associate: Part Time - LANGFORD
The Home Depot Canada
Victoria, BC
Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 1 hour ago
Project Manager 1
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Victoria, BC
Full-time
Reporting to the Associate Director, Project Management Services (PMS), or the Manager, Interior Modification Services, the Project Manager 1 (PM1), with guidance and direction from their…
Added 2 hours ago
Merchandising Associate Part Time (Richmond Hill)
The Home Depot Canada
Richmond Hill, ON
Part-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 2 hours ago
Merchandising Associate: Full Time (6am- 2:30pm) - LANGFORD
The Home Depot Canada
Victoria, BC
Full-time
…an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and eager to keep learning, consider starting or growing your…
Added 2 hours ago
APPLICATION & TECH SUPP SPEC 1
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Continuous Improvement (ZEBS) Manager
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Added 3 hours ago
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Commissioning Project Manager
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$75,000 to $85,000 CAD / year
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Added 4 hours ago
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Added 4 hours ago
Associate Financial Advisor
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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…
Added 5 hours ago
Senior Associate -Cyber Security Forward Deployed(Bilingual FR/EN)
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As a Senior Associate – Cyber Security Forward Deployed you are a multi-faceted technologist. You lean heavily into using AI, are comfortable working in a client’s environment, writing…
Added 5 hours ago
Canadian Commercial Banking Associate
TD
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Full-time
Your first 6 months will include on-site coaching in one of our commercial units, as well as a structured training program before moving up to become an Analyst on a team with a…
Added 5 hours ago
Warehouse Associate
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…distribution of electrical, industrial and safety products and related solutions. In Canada, we are represented by 6 locally managed electrical and industrial distributors and have over…
Added 5 hours ago
Associate EI&C Engineer
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…management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological…
Added 5 hours ago
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SSENSE Montréal - Styliste personnel·le adjoint·e // SSENSE Montreal - Associate Personal Stylist
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Avec une moyenne de 100 millions de visites mensuelles sur le site, SSENSE a été saluée par la critique, à la fois pour son modèle de commerce numérique et pour sa production de contenu…
Added 6 hours ago
Associate Financial Advisor
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Full-time
…a meaningful difference on the lives of our clients. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend…
Added 7 hours ago
Senior IT Consultant and Lead, Client Experience
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Remote, Canada
$90,000 to $115,000 CAD / year
Full-time · Remote
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Added 7 hours ago
Associate, PWM Business Controls - Policy, Oversight & Procedures
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Added 7 hours ago
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis for future opportunities in Etobicoke
TD
Toronto, ON
Part-time
…Non-Status), Inuit, and Métis with interest in the Customer Experience Associate role. For other opportunities, both for First Nation, Inuit, and Métis communities and others, please visit…
Added 7 hours ago
District manager
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Montreal, QC
Full-time
…contrôlant les coûts de la main-d’œuvre ; examine les rapports de site pour s'assurer que les commandes de poste et les directives des clients ont été…
Added 7 hours ago
Business Development Associate (6 month contract) CIBC Wood Gundy
CIBC
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Part-time
…serving our high-net-worth clientele. As a Business Development Associate, you will be responsible for providing support to the Investment Advisor team in our Wood Gundy brokerage. You’ll…
Added 7 hours ago
Associate Manager - Field Integration
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Assist in developing solutions for site-specific execution challenges.
Added 7 hours ago
Weekend Light Duty Cleaner
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Ability to operate and use janitorial tools, equipment, and supplies such as floor buffers, vacuum cleaners, and cleaning compounds and solutions

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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