Financial advisor jobs in Milton, ON and nearby

Within 25 km

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Added 1 day ago
RB
Financial Planner
Royal Bank of Canada
Burlington, ON
- Full-time
As an RBC Financial Planner, you will participate in the evolution of a new and exciting role that brings comprehensive financial planning to emerging mass affluent clients. You're joining…
Added 1 day ago
RB
Financial Planner
Royal Bank of Canada
Burlington, ON
- Full-time
As an RBC Financial Planner, you will participate in the evolution of a new and exciting role that brings comprehensive financial planning to emerging mass affluent clients. You're joining…
Added 1 day ago
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Financial Advisor
C2inc.
Waterdown, ON
- Full-time
At C2 Private Wealth we value clarity, simplicity, and wellbeing. We are looking for a Financial Advisor to join our team who feels the same way we do! If you can answer a resounding yes to…
Added 2 days ago
Senior Financial Advisor - Dixie & Eglinton, Mississauga, Ontario
Scotiabank
Mississauga, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 5 days ago
Senior Financial Advisor - Chinguacousy & Queen, Brampton, ON
Scotiabank
Brampton, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 5 days ago
Banking Advisor Trainee - Dundas & Appleby Line Branch
Scotiabank
Burlington, ON
Added 6 days ago
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Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]
CIBC
Mississauga, ON · Brampton, ON
- Full-time
…through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Financial Planner in the Imperial Service Team, you’ll expertly…
Added 6 days ago
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Associate Financial Advisor
CIBC
Mississauga, ON
- Full-time
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
Added 8 days ago
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Associate Financial Advisor
CIBC
Brampton, ON
- Full-time
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
Added 8 days ago
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Financial Planner
TD
Brampton, ON
- Full-time
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and…
Added 8 days ago
T
Financial Planner
TD
Brampton, ON
- Full-time
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and…
Added 9 days ago
RB
Banking Advisor Intern
Royal Bank of Canada
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 9 days ago
Financial Advisor - Waterdown, Dundas
Scotiabank
Hamilton, ON
Added 9 days ago
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Banking Advisor Intern
RBC
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 10 days ago
RB
Banking Advisor Intern
Royal Bank of Canada
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 10 days ago
Senior Financial Advisor- Clairfields Centre Branch
Scotiabank
Guelph, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 10 days ago
Senior Financial Advisor-Acton
Scotiabank
Acton, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 10 days ago
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Banking Advisor Intern
RBC
Oakville, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 10 days ago
Senior Financial Advisor - Applewood Village, Mississauga, ON
Scotiabank
Mississauga, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 12 days ago
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Mandarin/Cantonese/English Banking Advisor
TEKsystems
Mississauga, ON
- $24 to $25 CAD / hour
- Contract
Hybrid schedule only 1 day per week in office · Able to work a hybrid schedule (1 day per week in office)
Added 12 days ago
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Financial Planner
BMO
Oakville, ON
- Full-time
…performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers…
Added 18 days ago
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Banking Advisor - Brampton & Mississauga (Bilingual: Mandarin, Cantonese, Arabic, Tagalog)
RBC
Brampton, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 18 days ago
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Associate Financial Advisor (Multiple Locations)
CIBC
Brampton, ON · Burlington, ON · Milton, ON · Mississauga, ON · Oakville, ON
- Full-time
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
Added 19 days ago
T
Financial Planner
TD
Brampton, ON
- Full-time
Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial planning and advice? If you thrive on making a meaningful impact and…
Added 26 days ago
PF
Financial Services Consultant
Primerica Financial Services
Brampton, ON
- Full-time
Company Description Primerica Financial Services is a leading financial services company dedicated to helping middle-income families across North America build a more secure financial…

Associate Financial Advisor (Multiple Locations)

CIBC · Barrie, ON, Canada · Belleville, ON, Canada · Brampton, ON, Canada · Burlington, ON, Canada · Cornwall, ON, Canada · Hamilton, ON, Canada · Kingston, ON, Canada · London, ON, Canada · Milton, ON, Canada · Mississauga, ON, Canada · Niagara Falls, ON, Canada · Oakville, ON, Canada · Oshawa, ON, Canada · Ottawa, ON, Canada · Peterborough, ON, Canada · St. Catharines, ON, Canada · Toronto, ON, Canada · Vaughan, ON, Canada

Apply on cibc.wd3.myworkdayjobs.com About employer

CIBC

Associate Financial Advisor (Multiple Locations)

Barrie, ON, Canada
Belleville, ON, Canada
Brampton, ON, Canada
Burlington, ON, Canada
Cornwall, ON, Canada
Hamilton, ON, Canada
Kingston, ON, Canada
London, ON, Canada
Milton, ON, Canada
Mississauga, ON, Canada
Niagara Falls, ON, Canada
Oakville, ON, Canada
Oshawa, ON, Canada
Ottawa, ON, Canada
Peterborough, ON, Canada
St. Catharines, ON, Canada
Toronto, ON, Canada
Vaughan, ON, Canada

Full-time

Apply on cibc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 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 27, 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.

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.

At CIBC, we seek individuals who value innovation, collaboration and client service. This posting is for a role we regularly recruit for to support our talent pipeline. Apply to be considered for future opportunities

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

Toronto-Jane and Finch

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 on cibc.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

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

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

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

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
Personal Banking
Business Banking
Mutual Funds License
CIRO-MFD
Canadian Securities Course
Investment Funds in Canada
CFSA
Financial Planning
Mortgage
Credit
Retail Banking
Business Development
Networking
Client Engagement
Mobile Banking
Portfolio Management
Sales
Relationship Management
Banking Centre

Seniority

Entry level

Perks

Generous paid time off
Retirement plan
Performance bonus
Stock or equity
Wellness program

Licences and certifications

CIRO-MFD licensing
CFSA

Tools

mobile banking applications

Languages

English

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Hiring at a glance

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Where work happens

Financial advisor jobs in Milton, ON and nearby

Financial Planner

Financial Planner

Financial Advisor

Senior Financial Advisor - Dixie & Eglinton, Mississauga, Ontario

Senior Financial Advisor - Chinguacousy & Queen, Brampton, ON

Banking Advisor Trainee - Dundas & Appleby Line Branch

Financial Planner II (CIRO-ID) [Brampton, Mississauga, Maple, Woodbridge]