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Added 6 mins ago
HI
Client Care Representative - Personal Lines Retention Trainee
HUB International
Chilliwack, BC
- Full-time
Are you a driven advisor who thrives on proactive client engagement, identifying coverage gaps, and meeting retention goals? If so, this is the CAREER for you!
Added 6 mins ago
SQ
AVP, Technology Lead - Digital
Sunlife Québec
Montreal, QC
- Full-time
…platforms that support secure, connected, and frictionless Client and advisor experiences. This role provides technology leadership across core digital assets including Secure Web, Public…
Added 21 mins ago
CC
Senior Human Resources Advisor
Cambrian Credit Union
Winnipeg, MB
- Full-time
Serve as a trusted HR advisor to assigned client groups, building strong relationships with leaders and providing timely, practical, and consistent guidance on employee relations,…
Added 21 mins ago
O
Senior Technical Project Manager - Canada / Remote
OneReach.ai
Remote, Canada
- Full-time
- Remote
We're seeking a client-facing Technical Project Manager to drive successful delivery of complex automation projects and initiatives across technical, product, and customer teams. In this…
Added 21 mins ago
RB
Insurance Advisor - Life, Health & Wealth
Royal Bank of Canada
Halifax, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 21 mins ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 21 mins ago
RB
Administrative Assistant
Royal Bank of Canada
Toronto, ON
- Part-time
…ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient…
Added 21 mins ago
Sr. Consultant - Cloud Infrastructure Architect | Conseiller senior – Architecte d'infrastructure infonuagique, Public Sector | secteur public
Amazon
Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
…et sécurisées, adaptées aux besoins particuliers de chaque client. Vous collaborerez étroitement avec les parties prenantes pour recueillir les exigences, évaluer l'infrastructure actuelle…
Added 21 mins ago
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Technology Strategy & Transformation Senior Manager
Accenture
Toronto, ON · Montreal, QC
- Full-time
…reinvent and improve every business. Our mission is to help client business executives disrupt their industry and utilize technology to capture market…
Added 21 mins ago
R
Insurance Advisor - Life, Health & Wealth
RBC
NS · Halifax, NS · Truro, NS
- Full-time
…Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network…
Added 35 mins ago
C
Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
…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,…
Added 36 mins ago
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Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial…
Added 1 hour ago
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Manager, Client Engagement - Wayfinding
BrandActive
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
Own the day-to-day client relationship and serve as a trusted strategic advisor throughout the engagement.
Added 1 hour ago
Z
Client Account Manager
ZayZoon
Remote, Canada
- $67,000 to $106,000 CAD / year
- Full-time
- Remote
As a Client Account Manager at ZayZoon, you’ll be the trusted partner for some of our largest and most complex clients. You’ll get to know their business, their people, and what success…
Added 1 hour ago
D
Chief Solution Architect (Pre-sales, AI + Data Transformation)
Datatonic
Remote, Canada
- Full-time
- Remote
Facilitate client workshops on AI strategy, platform modernization, and GenAI readiness, with a lens toward bringing our clients along on a transformative journey in their approach to data…
Added 1 hour ago
W
Lead Electrical Engineer, Mission Critical Buildings
WSP
Calgary, AB
- Full-time
Support clients as a trusted technical advisor, helping them navigate complex infrastructure challenges and future technology requirements.
Added 1 hour ago
HR Advisor
ALS
North Vancouver, BC · CAN - BC - North Vancouver
The HR Advisor works with the HR Director to provide support in all areas of HR to an assigned client group. This role serves as a primary point of contact for managers, supervisors, and…
Added 1 hour ago
M
SENIOR ORGANISATIONAL DEVELOPMENT CONSULTANT
MNP
AB · Edmonton, AB
- Full-time
As a trusted advisor to Metipshere's clients, you'll design and deliver impactful organisational development initiatives that strengthen leadership capability, build inclusive cultures and…
Added 1 hour ago
Career Advisor
SAIT
Calgary, AB
Reporting to the Manager, Career Advancement Services, the Career Advisor supports SAIT students and alumni in achieving their career goals through personalized coaching and expert career…
Added 1 hour ago
T
Associate Vice President, Wealth Advice, Analytics, Insights & Artificial Intelligence
TD
Toronto, ON
- Full-time
Act as a trusted advisor to senior executives, shaping strategy through data-driven insights and AI capabilities
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Valcourt, QC · Windsor, QC · Caisse Desjardins du Val-Saint-François
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
C
Financial Advisor
CIBC
Maple Ridge, BC · Mission, BC · Pitt Meadows, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- Full-time
…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,…
Added 1 hour ago
C
Financial Advisor
CIBC
Burnaby, BC · Langley (District), BC · Richmond, BC · Surrey, BC · White Rock, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
…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,…

CIBC

Financial Advisor

Burnaby, BC, Canada
Langley (District), BC, Canada
Richmond, BC, Canada
Surrey, BC, Canada
White Rock, BC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 27, 2026
Experience: You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
Posting language: English
Posted: Oct 29, 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 build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and helping them plan for today’s needs and tomorrow’s goals. You’ll make lasting connections and provide the right financial advice, helping clients secure their futures, own homes, and set up businesses. 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 - Focus on each client experience and connect on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create sales plans that will convert leads into new clients. Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results. Leverage CIBC’s wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community involvement - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

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 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 act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results.
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD licensing.
You’re a certified professional (Quebec). You have current accreditation and good standing in AMF licensing; Successful completion of Canadian Investment Funds Course (CIFC) or the Canadian Securities Course (CSC) to support AMF (Autorité des Marchés Financiers) licensing, and Registered Retirement Consultant (RRC). It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790).
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

Surrey-Guildford

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Customer Experience (CX), Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

Apply About employer

More about this job

Responsibilities

You will build and manage a dedicated client portfolio by providing tailored financial advice and solutions for day-to-day banking, investments, and lending. Additionally, you will engage in business development and community outreach to grow your network and convert leads into new client relationships.

Requirements

You must have 1–3 years of experience in providing financial advice and establishing client relationships while meeting performance targets. You are also required to hold professional certifications such as CIRO-MFD and maintain current accreditation in the Canadian Securities Course (CSC) or Canadian Investment Funds Course (CIFC).

Skills

Financial advising
Relationship management
Business development
Client service
Financial planning
Investment solutions
Lending
Estate planning
Networking
Sales planning
Portfolio management
Customer experience
Community outreach
Credit solutions

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
Relationship Management
Business Development
Financial Planning
Investments
Lending
Estate Planning
CIRO-MFD
CSC
CIFC
IFC
AMF
RRC
Banking
Client Portfolio
Networking
Sales
Credit Solutions
Community Involvement
Performance Targets
Personal Banking
Business Banking

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