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Added 8 mins ago
Retail Customer Service Lead
PetSmart
Sudbury, ON · Greater Sudbury, ON
Full-time
PetSmart’s Experience Lead (Retail Customer Service Lead) provides exceptional pet parent service to Pet Parents while upholding the company’s vision, mission, values, and strategy. This…
Added 8 mins ago
Outside Sales Representative, PRO (Quebec City)
RONA
Boucherville, QC
Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 8 mins ago
Bistro Team Member (Food Services)
Nature's Fare Markets
Langley (District), BC · City of Langley, BC
Full-time
Maintain an awareness of customers and assist in front-line service
Added 8 mins ago
Administrative & Customer Service Specialist
The Shaw Group Limited
Moncton, NB
Full-time
Experience: 2+ years of experience in an administrative support, counter sales, or customer service role (experience in building supplies, hardware retail, trades, or logistics is a massive…
Added 8 mins ago
Chef caissier/caissière (temps partiel)
The Home Depot Canada
Montreal, QC
Part-time
…through scheduling and providing first level of escalation for customer…
Added 8 mins ago
Lumber & Building Materials Part Time (SYDNEY)
The Home Depot Canada
Sydney Indian Reserve No. 28A, NS · Sydney, NS
Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 8 mins ago
Associé(e) aux ventes, revêtement de sols (temps partiel)
The Home Depot Canada
Granby, QC
Part-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 8 mins ago
Territory Sales Manager - Automotive
EBlock
Calgary, AB
$60,000 to $72,000 CAD / year
Full-time
Build, enhance, and nurture customer relationships to secure customer loyalty and generate business.
Added 8 mins ago
Production Supervisor
Maple Leaf Foods Inc
Saskatoon, SK
Full-time
A track record of three to five years in a supervisory role, preferably within the service or retail industry, highlighting commitment to delivering outstanding customer service alongside…
Added 8 mins ago
Associé(e) a l'avant du magasin (temps partiel)
The Home Depot Canada
Pointe-Claire, QC
Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 8 mins ago
Associé(e) manutention nuit (temps partiel)
The Home Depot Canada
Boisbriand, QC
Part-time
…create a pleasant and safe shopping environment, and providing customer service as required by customer demand. In addition, most Freight Team Associates operate reach trucks, forklifts and…
Added 8 mins ago
Temporary Customer Service Representative - 150 York
Reimagined Parking
Toronto, ON
$18.97 CAD / hour
Contract
Support customer retention by delivering consistent, high-quality service experiences
Added 8 mins ago
Lumber & Building Material Associate Full Time (SYDNEY)
The Home Depot Canada
Sydney Indian Reserve No. 28A, NS · Sydney, NS
Full-time
Sales Associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. Sales Associates have an emphasis on department and product…
Added 8 mins ago
Operations Officer II
Robertson & Company Ltd.
Mississauga, ON
Contract
Create and/or recognize exceptional customer service through established programs.
Added 8 mins ago
Program Manager
Empowered Brand Marketing
Mississauga, ON
Full-time
Act as a liaison between clients, retail partners, suppliers, and internal service teams.
Added 8 mins ago
Associé(e) aux comptoir Pro (temps plein)
The Home Depot Canada
Granby, QC
Full-time
…responsibilities for this position include providing outstanding service to customers through the sharing of product knowledge of all store departments and developing and maintaining…
Added 8 mins ago
Warehouse associate
Precise Warehousing
Baie-D'Urfé, QC
Full-time
Retail operations where customer service is essential or
Added 8 mins ago
Associé(e), Manutention de nuit (temps plein)
The Home Depot Canada
Pointe-Claire, QC
Full-time
…create a pleasant and safe shopping environment, and providing customer service as required by customer demand. In addition, most Freight Team Associates operate reach trucks, forklifts and…
Added 8 mins ago
Cashier
Farm Boy Inc.
Toronto, ON
$17.95 CAD / hour
Full-time
…welcoming shopping experience Farm Boy is known for. With a customer-first mindset and attention to detail, you’ll connect with shoppers, support daily store operations, and ensure every…
Added 10 mins ago
Pharmacy Assistant II - FT - CC
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Dartmouth, NS
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 10 mins ago
Cashier/Stock Clerk
Bulk Barn
Charlottetown, PE
A Store Cashier/Stock Clerk acts as the company’s front line contact with customers, and plays an integral role in the customer experience.
Added 10 mins ago
Pharmacy Assistant
Neighbourly Pharmacy
Mississippi Mills, ON
Support pharmacists and pharmacy technicians in providing high-quality patient care
Added 10 mins ago
SASLES ASSOCIATE
Boutique La Vie En Rose
Rimouski, QC
You listen to customers’ needs to provide exceptional customer service;
Added 10 mins ago
jUNIOR ASSISTANT MANAGER
Boutique La Vie En Rose
Mont-Royal, QC · VILLE MONT-ROYAL, QC
Train your team members to provide strong customer support - teach them the best sales techniques and make sure they’re familiar with all product features;
Added 10 mins ago
SALES ASSOCIATE
Boutique La Vie En Rose
Prince George, BC
You listen to customers’ needs to provide exceptional customer service;

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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