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Added 12 days ago
Financial Planning Associate (Mandarin)
Jobgether
Canada
$50,840 to $59,350 CAD / year
Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Planning Associate (Mandarin) based in Canada.
Added 5 days ago
Client Associate (IR Licensed) Mandarin Speaking CIBC Wood Gundy
CIBC
Vancouver, BC
Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 6 days ago
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 2 days ago
Customer Experience Associate - Mandarin Language Skill an Asset
TD
Ottawa, ON
Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 3 days ago
Partnerships, Communications, and Student Engagement Coordinator
The University of British Columbia
Vancouver, BC
$6,631.67 to $9,533.25 CAD / month
Full-time
In consultation with the Associate Dean, lead the full grant application and funding development lifecycle, recommending which opportunities to pursue and how proposals and partnerships…
Added 4 days ago
Partnerships, Communications, and Student Engagement Coordinator
University of British Columbia
Vancouver, BC · UBCV | Forest Sciences Centre (FSC)
$6,631.67 to $9,533.25 CAD / month
Full-time
In consultation with the Associate Dean, lead the full grant application and funding development lifecycle, recommending which opportunities to pursue and how proposals and partnerships…
Added 4 days ago
Customer Experience Associate - Cantonese and/or Mandarin Language Skills an Asset
TD
Vancouver, BC
Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 5 days ago
Customer Experience Associate (Cantonese and/or Mandarin Language Skills an Asset)
TD
Markham, ON
Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 6 days ago
Customer Experience Associate - Mandarin Language Skills an Asset
TD
Abbotsford, BC
Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 6 days ago
Customer Experience Associate (Mandarin or Cantonese Language Skills an Asset)
TD
Richmond, BC
Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 5 days ago
Customer Service Advisor - IGS - RPT
Humber College
Toronto, ON
Internship
Reporting to the Associate Director of IGS Operations, IGS, the IGS Customer Service Advisor (IGS CSA) will provide administrative and operations support as well as frontline support…
Added 12 days ago
Criminal Investigator - Investigation Specialist 2 or Investigation Specialist 3
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
Problem-solving skills and organizational/planning skills necessary to conduct a financial investigation
Added 15 days ago
Personal Banking Associate - ( Future Opportunities - (Mandarin and/or Cantonese))
TD
Oshawa, ON
Full-time
…you love working with customers 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…
Added 12 days ago
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 17 days ago
Academic Advisor
The University of British Columbia
Vancouver, BC
$7,727.33 to $11,112 CAD / month
Full-time
Academic Advisors report to the Associate Directors. Incumbent works independently, with initiative and considerable autonomy under the general supervision of the Associate Director, and/or…
Added 18 days ago
Customer Experience Associate - Future Opportunities (Vaughan, North York, Richmond Hill, Aurora and Newmarket)
TD
Newmarket, ON
Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 16 days ago
Personal Banking Associate - ( Future Opportunities - (Mandarin and/or Cantonese))
TD
Oshawa, ON
Full-time
…you love working with customers 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…
Added 16 days ago
Customer Experience Associate (Cantonese, Mandarin and/or Korean Language Skills an Asset)
TD
Vancouver, BC
Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 18 days ago
Academic Advisor
University of British Columbia
Vancouver, BC · UBCV | Brock Commons South (BRCS)
$7,727.33 to $11,112 CAD / month
Full-time
Academic Advisors report to the Associate Directors. Incumbent works independently, with initiative and considerable autonomy under the general supervision of the Associate Director, and/or…
Added 23 days ago
Associate Advisor
RBC Dominion Securities
Vancouver, BC
Full-time
…and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our…
Added 17 days ago
Associate Advisor
Royal Bank of Canada
Vancouver, BC
Full-time
…and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our…
Added 24 days ago
Associate Advisor
RBC
Vancouver, BC
Full-time
…and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our…
Added 24 days ago
Customer Experience Associate - Future Opportunities (Duncan) (Cantonese, Mandarin and/or Vietnamese Language Skills an Asset)
TD
Duncan, BC
Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 9 days ago
Senior Associate, Financial Due Diligence, Transaction Services
KPMG
ON · Toronto, Ontario
Full-time
Within KPMG's Transaction Services practice, our professionals provide financial due diligence services on behalf of our clients to help them drive value from M&A (Merger & Acquisitions)…
Added 1 month ago
TD Front desk (Mandarin- Cantonese) -TD réception (Mandarin - Cantonais)
CECS
Saskatoon, SK
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…

CIBC

Associate Financial Advisor (Mandarin/ Cantonese)

Markham, ON, Canada
Unionville, Canada

Job type: Full-time
Apply by: Sep 24, 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 9, 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 [email protected]
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 while providing personalized financial solutions and advice to meet their personal and business needs. Additionally, you will engage in business development and networking activities to grow the client base and promote banking 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
Client engagement
Relationship building
Business development
Networking
Retail banking
Mortgage management
Financial planning
Credit services
Investment services
Mobile banking
Critical thinking
Communication
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 Relationship
Retail Banking
Financial Planning
Sales
Networking
Mobile Banking
Mandarin
Cantonese
Portfolio Management
Credit
Investments

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