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Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
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…
Added 2 hours ago
T
Customer Experience Associate - Kelowna Open House Meet & Greet Event - November 10th, 2026
TD
Kelowna, BC
- Part-time
We're hiring part-time Customer Experience Associate roles and we'd love to meet you!
Added 2 hours ago
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Client Engagement Associate - Part-time (20hours/week)
CIBC
Dartmouth, NS
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 2 hours ago
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Client Engagement Associate - Part-time (15hours/week)
CIBC
Halifax, NS
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 2 hours ago
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Personal Banking Associate - Saint-Hubert, Gaétan-Boucher (18.75 hours)
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 3 hours ago
RB
Private Banking Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via…
Added 5 hours ago
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Associate Financial Advisor (contract)
CIBC
Oshawa, ON
- Full-time
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…
Added 5 hours ago
C
Client Engagement Associate - Part-time (15 hours/week)
CIBC
Dartmouth, NS
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 6 hours ago
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Private Banking Associate
RBC
North Vancouver, BC · Vancouver, BC
- Full-time
As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via…
Added 8 hours ago
BU
Premier Client Specialist
BMO U.S.
Toronto, ON
- Full-time
Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works…
Added 23 hours ago
IF
Agent(e) au service à la clientèle
Impact Fulfillment Services
Ottawa, ON · Vanier, ON
- Full-time
Added 2 days ago
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Personal Banking Associate (Part time, 18.75h)- Charlesbourg
TD
Quebec, QC
- Part-time
…and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their…
Added 2 days ago
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Assistant Branch Manager - Office 1553
LendDirect
Kingston, ON
- Full-time
Continue to Evolve: Engage in ongoing training and development, set personal goals, and aim to be a key part of the company’s succession plan.
Added 2 days ago
RB
Private Banking Associate
Royal Bank of Canada
Ottawa, ON
- Full-time
As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via…
Added 2 days ago
RS
Agent(e) au service à la clientèle
Ryder System, Inc.
Ottawa, ON · Vanier, ON
- Full-time
Added 2 days ago
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Private Banking Associate
RBC
Ottawa, ON
- Full-time
As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via…
Added 2 days ago
RS
Agent(e) au service à la clientèle
Ryder Supply Chain Solutions
Quebec, QC · Vanier
- Full-time
Added 2 days ago
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Canadian Commercial Banking Associate
TD
Thunder Bay, ON
- Full-time
…standalone Account Manager. Your future career path in TD Commercial Banking can include a variety of challenging roles in sales, relationship management, and risk management. Positions are…
Added 3 days ago
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Canadian Business Banking
TD
Mississauga, ON
- Full-time
…standalone Account Manager. Your future career path in TD Commercial Banking can include a variety of challenging roles in sales, relationship management, and risk management. Positions are…
Added 3 days ago
C
Associate Financial Advisor
CIBC
Nelson, BC
- Full-time
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…
Added 3 days ago
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September 2027 - Tax (CPA) - Full-time - Ottawa
PwC
Ottawa, ON
- Full-time
…solvers tackling the world’s most important problems. As an Associate in our Tax practice, you’ll be part of a diverse, inclusive team that values your perspective and empowers you to make…
Added 3 days ago
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Personal Banking Associate
BMO
Toronto, ON
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
Added 3 days ago
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Customer Experience Associate, Part-Time (3-Month Contract) - Sylvan Lake, AB (22.5 Hours/Week)
Scotiabank
Sylvan Lake, AB
- Part-time
…through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 3 days ago
C
Associate Financial Advisor - Dollard-Des-Ormeaux
CIBC
Dollard-Des Ormeaux, QC
- Full-time
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…
Added 3 days ago
RS
Hybrid Warehouse Associate / Delivery Representative / Dispatch Associate
Ryder System, Inc.
Vaughan, ON
- Full-time
…way they do business. Building and maintaining a fleet takes time, resources, and expertise few companies can spare. At Ryder, we have a long history of investing in our employees and…

CIBC

Associate Financial Advisor - Dollard-Des-Ormeaux

Dollard-Des Ormeaux, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 21, 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 22, 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. 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).
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 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

Centennial Plaza

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 financial priorities, recommending tailored banking solutions, and helping them plan toward their goals. Manage mortgage client relationships, develop business through outreach and community events, and connect clients with appropriate banking partners and digital tools.

Requirements

Candidates need 2–3 years of experience providing financial advice and achieving sales results through advice-based conversations. Current good-standing mutual funds accreditation through the Canadian Securities Course or Investment Funds in Canada, along with eligibility for CIRO-MFD licensing, is required; 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
Sales
Client Engagement
Critical Thinking
Networking

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
Mutual Funds License
Canadian Securities Course
Investment Funds in Canada
CIRO-MFD Licensing
Certificate of Financial Services Advice
Mortgage Clients
Retail Banking
Financial Planning
Credit
Investment Needs
Client Engagement
Relationship Building
Business Development
Outbound Calls
Networking
Community Events
Mobile Banking Applications
Digital Banking
Regulatory Requirements
Sales Results
Client Referrals
Banking Centre

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