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Added 8 mins ago
Associate Director, Commercial Banking Financial Control
RBC
Toronto, ON
Full-time
An exciting opportunity to join Enterprise Controller (Wholesale Finance) team. The Associate Director, Commercial Banking Financial Control, will act as the subject matter expert and key…
Added 8 mins ago
Associate, Ratings & Monitoring
RBC
Toronto, ON
Full-time
As an Associate on the Rating and Monitoring team, you will be responsible assessing credit rating of Capital Market borrowers, verifying covenant compliance, monitoring company and…
Added 8 mins ago
Associate Director - Lead Application Support Specialist, GED Support
RBC
Toronto, ON
Full-time
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has…
Added 8 mins ago
Transaction Services Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC · Quebec, QC
Full-time
As a Transaction Services Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and unlock your potential…
Added 8 mins ago
Information Technology Audit Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC
Full-time
As an Information Technology Audit Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 8 mins ago
January 2028 - Assurance CPA - Full time - Calgary
PwC
Calgary, AB
Full-time
You’ll be joining a firm that’s invested in your success from day one. As a new Associate, you’ll benefit from PwC Canada’s industry-leading CPA support program, which includes paid study…
Added 8 mins ago
Advisor Associate - Location is St John's NFLD
Scotiabank
St. John's, NL
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Added 8 mins ago
Assistant Manager, Sales Beauty
Holt Renfrew
Vancouver, BC
Full-time
Assists associates in developing, maintaining and growing an active store client base and strong customer relationships
Added 8 mins ago
Associate
TC Energy
Calgary, AB
Full-time
TC Energy is seeking a driven Associate to support our Litigation & Employment Law legal group, which provides legal services to all of TC Energy’s business lines. Reporting to the…
Added 24 mins ago
Service Associate, Commercial Insurance
Acera Insurance Services Ltd.
Calgary, AB
…service focus are the keys to success in the role of Service Associate, Commercial Insurance. This non-client facing role is responsible for providing general support to the commercial…
Added 24 mins ago
Client Service Associate (CSA) - Planning & Scheduling - Full-time
VON Canada (Ontario)
Mount Forest, ON
$19.61 to $20.84 CAD / hour
Full-time
Are you passionate about health care and ready to make a meaningful impact in your community? As a Client Service Associate (CSA), you'll coordinate nursing and home support visits with our…
Added 24 mins ago
Senior Associate, Client Service
Fiera Capital
Montreal, QC
Full-time
…deep investment expertise, an ownership mindset, and enduring client…
Added 37 mins ago
Social Worker, Mothers in Mind
Child Development Institute
Toronto, ON
Contract
Recognized as a leader and model for measurement-based impact, we are client-centred, family-centred, and data-informed. We are a place where professionals grounded in mental health, care,…
Added 37 mins ago
Showroom Sales Associate
Equation Staffing Solutions Inc
Calgary, AB
Full-time
Are you passionate about interior design and love helping homeowners create their dream spaces? Our client is on the lookout for a dynamic Showroom Sales Associate! If you're…
Added 37 mins ago
Tax Lawyer Associate (Transactional and/or Commodities)
ZSA Canada
Toronto, ON
Full-time
Our national law firm client is looking for a tax Associate to join its team in Toronto. The ideal candidate will have at least three years’ experience working on a variety of matters…
Added 37 mins ago
Associate General Counsel
SDI International
Toronto, ON
Full-time
We are seeking an experienced, commercially minded Associate General Counsel, to support the legal function for a growing global organization providing procurement and extended workforce…
Added 52 mins ago
Reimbursement Case Manager
Valeris
NT · Northwest Territories, Canada
Full-time
Act as an assigned liaison to client contacts (e.g., regional contact for sales representatives), Program Management, other internal stakeholders and Healthcare Providers
Added 52 mins ago
Associate Accounting Manager
W3Global
Toronto, ON
$80,000 to $105,000 USD / year
Full-time
We are seeking an experienced and motivated Associate Accounting Manager to join our growing team. This role combines hands-on technical accounting expertise with people leadership…
Added 52 mins ago
Security Concierge Supervisor
FirstService Residential Canada
Oshawa, ON
Full-time
…in the physical building which could cause injury or loss of client’s…
Added 1 hour ago
Sales Associate (Rideau Centre)
Knix
Ottawa, ON
$19 CAD / hour
Part-time
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 1 hour ago
Customer Experience Associate - East Point Way
TD
Saint John, NB
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 advice best suited banking…
Added 1 hour ago
Senior Associate, Finance Data Analytics & Insights - SLC Management
SLC Management
Toronto, ON · Sun Life Toronto One York
Full-time
…with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over…
Added 1 hour ago
Senior Associate, Finance Data Analytics & Insights - SLC Management
Sun Life
Toronto, ON · Sun Life Toronto One York
Full-time
…with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over…
Added 1 hour ago
Investment Associate
RBC Dominion Securities
Coquitlam, BC
Full-time
The RBC Dominion Securities Coquitlam Branch is seeking an Investment Associate to provide dedicated support in investment & portfolio management for a successful Advisory Team.
Added 1 hour ago
Sales Associate (Rideau Centre)
Knix
Ottawa, ON
$19 CAD / hour
Full-time
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…

CIBC

Associate Financial Advisor (Mandarin/ Cantonese)

Markham, ON, Canada
Unionville, Canada

Job type: Full-time
Apply by: Oct 11, 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 28, 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.

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

Unionville

Employment Type

Regular

Weekly Hours

37.5

Skills

Banking, Client Relations, Customer Engagement, Estate Planning Advice, Financial Goals, Investments, Retail Banking

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
Business development
Networking
Mortgage management
Retail banking
Critical thinking
Communication
Technology proficiency
Mobile banking
Financial planning
Credit services
Investment services
Mandarin
Cantonese

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
Mortgage
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Business Development
Client Engagement
Retail Banking
Financial Planning
Networking
Sales
Relationship Management
Mobile Banking
Mandarin
Cantonese
Portfolio Management
Credit Services
Investment Services
Customer Service
Financial Goals
Banking Centre
Market Share
Accountability
Teamwork
Trust
Critical Thinking
Communication

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