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Added 3 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Laval, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 3 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
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- Full-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 3 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Trois-Rivières, QC
- Part-time
Saluer le client rapidement et recueillir les renseignements sur l’ordonnance conformément aux normes.
Added 17 mins ago
T
Senior Business Analyst - TD Asset Management
TD
Toronto, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 17 mins ago
T
Personal Banking Associate Trainee
TD
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…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 32 mins ago
Customer Experience Associate - Spruceland Branch, Prince George, BC(15Hours/Week)
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Added 32 mins ago
Customer Experience Associate - Guildford Town Centre, Surrey, BC(30Hours/Week)
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Added 32 mins ago
Supervising Associate, Resource Management
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Added 32 mins ago
NO
Sales Associate (Part-Time) - Union
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…of the Nespresso brand while delivering exceptional customer service, driving sales and achieving sales…
Added 32 mins ago
TI
Desktop Technologist and DevOps/Cloud Engineer
Teckhorizon Inc
Toronto, ON
- $50 CAD / hour
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The Client is seeking an experienced Desktop Technologist and DevOps/Cloud Engineer to support its cloud migration and Microsoft-based IT environment. The successful candidate will provide…
Added 48 mins ago
Program Assistant (80% FTE)
University of Toronto
Toronto, ON
Reporting to the Associate Director, the Program Assistant provides front-line assistance and program support to the Faculty’s Minor and Certificate programs and other interdisciplinary…
Added 48 mins ago
RC
Manager, KIMS
Royal College of Physicians and Surgeons of Canada
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- Full-time
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Added 1 hour ago
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Associate Director, Debt Services
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- $82,500 to $121,000 CAD / year
- Full-time
The Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports day to day…
Added 1 hour ago
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Associate Portfolio Manager
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Assist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolio
Added 1 hour ago
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Client Service Associate, Financial Planning
TD
Montreal, QC
- Full-time
…clients? If so, then apply for the position of Financial Planning Client Service Associate…
Added 1 hour ago
C
Creditor Sales Insurance Associate
CIBC
Toronto, ON
- Full-time
…timely, clear, and personalized. As a Creditor Sales Insurance Associate, you’ll support mortgage clients after a warm handoff from a Mortgage Advisor to understand their needs and explore…
Added 1 hour ago
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Associate Financial Advisor (contract)
CIBC
Oshawa, ON
- 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 1 hour ago
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Client Engagement Associate - Part-time (15 hours/week)
CIBC
Dartmouth, NS
- Part-time
…to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the first line of support - answering questions, assisting with transactions, guiding…
Added 1 hour ago
CG
Associate, Wealth Advisor
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Vancouver, BC
- Full-time
…willing to learn and is focused on achieving the highest level of client service and results. A high attention to detail is required and the role’s priority focus is serving a growing pool…
Added 1 hour ago
Associate, Investment Banking, Financial Institutions Group (FIG) - Toronto, ON
Scotiabank
Toronto, ON
Associate, Investment Banking, Financial Institutions Group (FIG) – Toronto, ON
Added 1 hour ago
ScotiaMcLeod Senior Associate - Laval, Qc
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Exceptional client service skills, providing a professional and respectful experience
Added 1 hour ago
CC
Sales Associate
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NS · Halifax Central, Nova Scotia
- Full-time
Crystal Clean Maintenance Ltd. is seeking a motivated, professional, and results-driven Sales Associate to develop new business opportunities throughout HRM and surrounding areas. The…
Added 1 hour ago
RJ
Securities Associate
Raymond James
Vancouver, BC
- Full-time
Act as a primary point of contact for advisors, responding to inquiries via phone and email in a timely, professional, and service-oriented manner.
Added 2 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Quebec, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.

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

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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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