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Added 14 mins ago
Executive Director Cannabis Expungement Board
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
Serve as the Board's principal staff and advisor; prepare agendas and materials for at least monthly public meetings conducted under the Open Meeting Law.
Added 14 mins ago
INCLUSION, DIVERSITY, EQUITY, AND ACCESSIBILITY COORDINATOR
Cape Breton Job Board
Sydney Indian Reserve No. 28A, NS · Sydney, NS
Full-time
The IDEA Coordinator will serve as a key advisor to municipal administration and Council, providing leadership and recommendations on policy development, and working to enhance…
Added 14 mins ago
H&M Sales Advisor
H&M
Vancouver, BC
Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 14 mins ago
Learning Management Systems (LMS) Analyst
Halton Regional Police Service
Oakville, ON
$97,000 to $108,443 CAD / year
Full-time
…Through upstream approaches, partner collaboration, training, community engagement and a strong focus on inclusion and diversity, we have been able to maintain Halton’s status as the safest…
Added 45 mins ago
Relationship Manager
Computershare Canada
Toronto, ON
Full-time
Build and manage strong client relationships by serving as a trusted advisor, addressing client needs, supporting strategic planning, conducting business reviews, and acting as the primary…
Added 1 hour ago
Manager, Cross Border Individual Tax
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Abbotsford, BC
Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll provide tax advice on domestic and foreign assignments that empowers client organizations and their employees…
Added 1 hour ago
Clinical Manager – 37.5 hours/week – Permanent
Peterborough Family Health Team
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Full-time
…care organization that works alongside family physicians and community partners to provide comprehensive, team-based care to the residents of Peterborough and Peterborough County. Our…
Added 2 hours ago
Principal, Cloud Strategy & Autonomous Enterprise
Intact
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Full-time
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Added 2 hours ago
Pharmacy Technician - Richmond Hospital
Fraser Health
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Full-time
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Rivian
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Full-time
As a Sales Advisor IV, you will be an integral member of our field sales organization, building relationships with prospective customers and expanding the Rivian community. You will manage…
Added 3 hours ago
Banking Advisor
National Bank of Canada
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Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
Banking Advisor
National Bank of Canada
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Full-time
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Added 3 hours ago
(Senior) Director, Credit Execution - Tech & Innovation
National Bank of Canada
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trusted advisor to companies that are transforming the world and to support
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Banking Advisor
National Bank of Canada
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Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
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Banking Advisor
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Full-time
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Legal Technical Advisor
National Bank of Canada
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Full-time
A career as a Technical Advisor in the Transactions and Specialized Products team within Capital Markets at National Bank means acting as an operational and legal support specialist in the…
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Banking Advisor
National Bank of Canada
Rawdon, QC
Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 4 hours ago
Digital Consulting Architect, CPQ
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Full-time · Remote
As a trusted advisor, you will lead end-to-end CPQ strategy, architecture, and delivery execution, ensuring solutions are aligned with client revenue models, operational processes, and…
Added 5 hours ago
Advisor
Alberta Health Services
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Full-time
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Added 5 hours ago
Senior Living Advisor
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Added 9 hours ago
Mechatronics Technologist
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Ottawa, ON
Other
…an interview will be requested to contact the Human Resource Advisor assigned to this competition as soon as possible to discuss any accommodation requirements. Arrangements will be made to…
Added 9 hours ago
Branch Operations Manager
Royal Bank of Canada
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Full-time
…and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Branch…
Added 9 hours ago
Banking Advisor
Royal Bank of Canada
Estevan No. 5, SK · ESTEVAN, Saskatchewan
Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 9 hours ago
Banking Advisor
Royal Bank of Canada
Riverside, MB · KILLARNEY - TURTLE MOUNTAIN, Manitoba
Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 10 hours ago
Advisor, People & Culture
Kelowna Women's Shelter
Kelowna, BC
Full-time
At Kelowna Women's Shelter, our team is dedicated to supporting individuals, children, and youth impacted by domestic abuse while working toward a community free from abuse.

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

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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
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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