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Added 10 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 mins ago
Banking advisor
National Bank of Canada
Repentigny, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 mins ago
BANKING ADVISOR
National Bank of Canada
Laval, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 10 mins ago
Wholesaler/Advisor Investment Consultant
Cidel
Toronto, ON
Full-time
Position: Wholesaler/Advisor Investment Consultant
Added 10 mins ago
Leak Detection Advisor
SGS
Calgary, AB
Full-time
Streamline Control is seeking a Leak Detection Advisor to support the delivery of computational pipeline monitoring (CPM) advisory services to oil and gas pipeline clients across western…
Added 10 mins ago
Senior Analytics Engineer
Securian Canada
Waterloo, ON
$100,000 to $130,000 CAD / year
Full-time
Serve as a trusted technical advisor across analytics, engineering, and business teams.
Added 10 mins ago
Leak Detection Advisor
SGS
Calgary, AB
Full-time
Streamline Control is seeking a Leak Detection Advisor to support the delivery of computational pipeline monitoring (CPM) advisory services to oil and gas pipeline clients across western…
Added 10 mins ago
Postgraduate Medical Education Manager
York University
Toronto, ON
Full-time
…role to the accreditation process and committees led by the Advisor, Postgraduate Medical Education. The role collaborates with other Advisors including Advisor, Curriculum and…
Added 11 mins ago
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Sainte-Foy
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 11 mins ago
Advisor, Legal and regulatory compliance
Desjardins
Levis, QC · Montreal, QC
Full-time
As a legal and regulatory compliance advisor, you help design, institute and coordinate the compliance framework and enforce related rules. You help ensure that oversight measures such as…
Added 11 mins ago
Senior security advisor
Desjardins
Montreal, QC
Full-time
As a senior security advisor, you help develop and optimize security measures to align with corporate objectives by planning, implementing and overseeing best practices to strengthen…
Added 11 mins ago
Advisor, Marketing
Desjardins
Levis, QC · Montreal, QC
Full-time
As a marketing advisor, you help develop and update the organization’s products and services to meet member/client needs and support business development. You analyze market needs and…
Added 11 mins ago
Personal Finance Advisor
Desjardins
Sudbury, ON · Caisse Desjardins Ontario_Sudbury-Lasalle (MT)
Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 11 mins ago
Senior Advisor, Business strategies
Desjardins
Montreal, QC · Complexe Desjardins Montréal
Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 11 mins ago
Senior Advisor, Audits, Inspections and internal audits
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
Full-time
As a senior capital markets and treasury advisor, you help carry out financial market, capital market and treasury activities, projects and initiatives. You lead and influence development…
Added 11 mins ago
Senior Advisor, Financial disclosure
Desjardins
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As a senior financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins’s financial, statutory, regulatory and strategic reporting. You…
Added 11 mins ago
Wealth Management Advisor
Desjardins
Saint-Ubalde, QC · Caisse Desjardins de l'Ouest de Portneuf
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 11 mins ago
Administrative Assistant, Wood Gundy-Bilingual
CIBC
Sherbrooke, QC
Full-time
As an Administrative Assistant you will be responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of…
Added 11 mins ago
Financial Associate (RR licensed) CIBC Wood Gundy
CIBC
Toronto, ON
Full-time
…encourage open conversations about compensation throughout the recruitment…
Added 11 mins ago
Financial Advisor - CIRO-MFD/AMF
CIBC
Pointe-Claire, QC
Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 11 mins ago
Administrative Assistant
CIBC
Regina, SK
Full-time
…responsible for providing administrative support to the Investment Advisor team in our Wood Gundy brokerage. You’ll work closely with the team of Advisors as they plan and manage client…
Added 11 mins ago
Financial Advisor - Fraser & Livingstone, Abbotsford BC
Scotiabank
Abbotsford, BC
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 11 mins ago
Full-time Specialist, AI Adoption and Enablement (3 Years Fixed Term)
Algonquin College
Ottawa, ON
Full-time
What You'll Do: As a trusted advisor, you will help employees and leaders understand how AI can be applied responsibly and effectively to improve how work gets done.
Added 11 mins ago
Placement Advisor - FSCS - Appendix D
Humber College
Toronto, ON
Position Title: Placement Advisor - Appendix D
Added 26 mins ago
Research Director, IT Financial Management
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History of gaining and maintaining trusted-advisor status with management; strong working relationships with the C-suite.

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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