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Added 5 mins ago
R
Banking Advisor Intern
RBC
Huntsville, ON
- Full-time
Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 mins ago
R
Banking Advisor
RBC
Moncton, NB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
C
Associate Financial Advisor (contract)
CIBC
Oshawa, ON
- Full-time
…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,…
Added 1 hour ago
CG
Associate, Wealth Advisor
Canaccord Genuity Group Inc.
Vancouver, BC
- Full-time
Associate, Wealth Advisor - Stenner Wealth Partners+
Added 1 hour ago
ScotiaMcLeod Senior Associate - Laval, Qc
Scotiabank
Laval, QC
Work with Advisor and Total Wealth Specialists to deepen client relationships
Added 2 hours ago
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Private Banking Advisor
RBC
Ottawa, ON
- Full-time
Please Note: This is an opportunity for candidate to express their interest in current and future Private Banking Advisor positions across the Ontario North East region.
Added 2 hours ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 3 hours ago
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Financial Advisor
RBC
NS
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 3 hours ago
R
Client Advisor
RBC
St. Marys, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 11 hours ago
D
Associate Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products…
Added 20 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 1 day ago
MW
Associate - Business Development & Wealth Management
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
…relationships, and business development skills needed to grow as an advisor. With mentorship, access to an established platform, and the opportunity to build ownership in the client…
Added 2 days ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Mississauga, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 2 days ago
AC
Senior Accountant, Assurance and Accounting, Public Companies
ACCA Careers
Mississauga, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 2 days ago
AC
Accountant, Assurance and Accounting (September 2027)
ACCA Careers
Cornwall, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 2 days ago
NB
Wealth Associate
National Bank of Canada
Ottawa, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 2 days ago
A
Senior Wealth Advisor
ATB
Innisfail, AB · Red Deer, AB · Rocky Mountain House, AB
- Full-time
…award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies. You are the architect of your clients’…
Added 2 days ago
A
Senior Wealth Advisor
ATB
Grande Prairie, AB
- Full-time
…award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies. You are the architect of your clients’…
Added 2 days ago
RD
Branch Operations Manager
RBC Dominion Securities
Guelph, ON
- Full-time
The RBC Dominion Securities is seeking a Branch Operations Manager. You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch…
Added 2 days ago
RD
Senior Associate
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 2 days ago
RB
Client Advisor
Royal Bank of Canada
South Cypress, MB · GLENBORO-SOUTH CYPRESS, Manitoba
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 days ago
RB
Financial Advisor
Royal Bank of Canada
Barrie, ON
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 2 days ago
MC
Director, Specialized Operations
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
…business leaders, the Director builds future capability, improves Advisor and Member experience, and delivers measurable efficiency, quality and growth…
Added 2 days ago
RB
Branch Operations Manager
Royal Bank of Canada
Guelph, ON
- Full-time
The RBC Dominion Securities is seeking a Branch Operations Manager. You'll be the operational backbone of the branch, providing strategic and administrative leadership to the Branch…

CIBC

Associate Financial Advisor (contract)

Oshawa, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 2, 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: Oct 26, 2026

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).
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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.

Expected End Date

2026-11-09

Job Location

Oshawa-401 & Stevenson

Employment Type

Temporary (Fixed Term)

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

Apply About employer

More about this job

Responsibilities

You will manage a portfolio of mortgage clients and provide personalized financial solutions to meet their personal and small business needs. Additionally, you will engage in business development and networking activities to grow the client base and promote CIBC services.

Requirements

Candidates must have 2–3 years of experience in providing financial advice and achieving sales results. You are required to hold a Mutual Funds License and meet eligibility requirements for CIRO-MFD licensing.

Skills

Financial advice
Sales
Relationship building
Business development
Networking
Client engagement
Financial planning
Retail banking
Credit analysis
Mobile banking applications
Critical thinking
Communication
Customer service
Portfolio management
Mutual funds

Benefits

Competitive compensation
Banking benefit
Wellbeing support
Employee and family assistance programs
MomentMakers recognition program

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Banking
Mortgage
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Business Development
Relationship Management
Retail Banking
Financial Planning
Client Engagement
Networking
Sales
Portfolio Management
Mobile Banking
Customer Experience
Critical Thinking
Financial Services

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