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Added 5 mins ago
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Quality Engineer
TechDoQuest
Toronto, ON
- Full-time
Added 9 mins ago
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Senior Manager, Project Delivery
Sysco
AB · Sysco Canada Inc.
- Full-time
Project Management Professional (PMP), Certified Associate in Project Management (CAPM), Agile certifications (e.g., Certified ScrumMaster, PMI-ACP), or equivalent certifications are…
Added 9 mins ago
Associate, Scotia Financial Planning - Newmarket, ON
Scotiabank
Toronto, ON
As an Associate with Scotia Financial Planning, you will embark on a rewarding career journey designed to accelerate your development as a financial services professional. Working alongside…
Added 9 mins ago
Customer Experience Associate - Findlay Creek, On (26.25 hours)
Scotiabank
Ottawa, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 9 mins ago
Customer Experience Associate - Alderbridge Place, Richmond, BC (18.75Hours/Week)
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Richmond, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 18 mins ago
TV
Client Service Associate
The Vantage Talent Group
Calgary, AB
- $50,000 to $60,000 CAD / year
- Full-time
They are looking to add a Client Service Associate to their team. This is an excellent opportunity for a detail-oriented financial services professional who enjoys working closely with…
Added 24 mins ago
RB
Associate Director, Counterparty Credit Risk Models, Global Risk Analytics
Royal Bank of Canada
Toronto, ON
- Full-time
As part of the Group Risk Management team, the Associate Director, Counterparty Credit Risk Models is responsible for the conceptual design, development, and ongoing maintenance of the…
Added 33 mins ago
SD
Front Store Manager, Salaried Full Time Flexible Shifts
Shoppers Drug Mart
Vaughan, ON
- $56,000 to $67,500 CAD / year
- Full-time
Acting as consultants, supporting internal customers and the Associate-Owners, you will get experience unique to the retail industry while working for an award-winning national brand.…
Added 38 mins ago
CO
Principal Associate, AI Engineer
Capital One
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- Full-time
161 Bay Street (93021), Canada, Toronto,Toronto, Ontario,Principal Associate, AI Engineer
Added 38 mins ago
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Associate Director, Counterparty Credit Risk Models, Global Risk Analytics
RBC
Toronto, ON
- Full-time
As part of the Group Risk Management team, the Associate Director, Counterparty Credit Risk Models is responsible for the conceptual design, development, and ongoing maintenance of the…
Added 54 mins ago
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Personal Banking Associate
TD
Smiths Falls, ON
- Part-time
…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 financial queries…
Added 54 mins ago
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Associate Investment Advisor I
TD
Kitchener, ON
- Full-time
…Investment Advisor and team of Advisors? Then, the role of Associate Investment Advisor might be the right fit for…
Added 54 mins ago
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Personal Banking Associate
BMO
Montreal, QC
- Full-time
Added 1 hour ago
Customer Experience Associate - Pembroke, ON, 12 months contract (22.5 hours per week)
Scotiabank
Pembroke, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
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Senior Associate
SS&C Technologies
Halifax, NS
- Full-time
Investment accounting – including trade entry, securities and holdings data maintenance
Added 1 hour ago
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Private Wealth Associate Program (New or Recent Grad) - May 2027 Start Date
BMO
Toronto, ON · FCP
- Full-time
The BMO Private Wealth Associate Rotational Program is a 2-year paid rotational program for new graduates designed to provide an opportunity to explore the various roles and businesses…
Added 1 hour ago
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Personal Banking Associate
TD
High Prairie, AB
- Full-time
…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 financial queries…
Added 1 hour ago
T
Customer Experience Associate
TD
Perth, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
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Personal Banking Associate
TD
Rockland, ON
- Full-time
…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 financial queries…
Added 1 hour ago
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Personal Banking Associate
TD
Kemptville, ON
- Full-time
…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 financial queries…
Added 1 hour ago
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Customer Experience Associate
TD
Hawkesbury, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
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Personal Banking Associate
TD
St. Catharines, ON
- Full-time
…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 financial queries…
Added 1 hour ago
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Personal Banking Associate Trainee
TD
Peterborough, ON
- Full-time
…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 financial queries…
Added 1 hour ago
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Associate, Global Investment Banking
CIBC
Toronto, ON
- Full-time
…markets, as well as complex risk and hedging solutions. As an Associate, you’ll work closely with senior team members to support transaction execution, client relationship activities, and…
Added 1 hour ago
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Personal Banker Associate
BMO
Montreal, QC
- Full-time

CIBC

Associate Financial Advisor - Magog

Magog, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 17, 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 9, 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).
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

Magog

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

Apply About employer

More about this job

Responsibilities

You will manage a portfolio of personal and small business clients to provide personalized financial solutions and achieve their financial goals. Additionally, you will engage in business development, networking, and outreach activities to grow the client base and deepen existing relationships.

Requirements

You must have 2–3 years of experience in providing financial advice and achieving sales results. A valid Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) and eligibility for CIRO-MFD licensing are required.

Skills

Financial advice
Sales results
Client engagement
Relationship building
Business development
Networking
Financial planning
Retail banking
Credit analysis
Investment advice
Technology proficiency
Critical thinking
Communication
Customer service
Portfolio management

Benefits

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Visa sponsorship

Not detected in the job text

Keywords

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

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