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Customer Success Manager, Public Sector & Defence
Cohere
Ottawa, ON
- $150,000 to $215,000 USD / year
- Full-time
Define and track success metrics aligned with public sector priorities: citizen satisfaction, service delivery improvements, cost savings, operational efficiency, accessibility outcomes
Added 1 min 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 1 min ago
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Associate
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 1 min ago
RB
Administrative Assistant
Royal Bank of Canada
Toronto, ON
- Part-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 1 min ago
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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 15 mins ago
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Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
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.
Added 15 mins ago
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Financial Services Associate, Imperial Service
CIBC
Hamilton, ON
- Full-time
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.
Added 45 mins ago
Operations Advisor
Independent Electricity System Operator
Canada
Our central role includes managing the provincial power grid in real-time, overseeing and evolving Ontario’s electricity market, engaging with government, municipalities and Indigenous…
Added 1 hour ago
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Client Account Manager
ZayZoon
Remote, Canada
- $67,000 to $106,000 CAD / year
- Full-time
- Remote
Flexible Time Off: Whether it's a longer vacation to explore new horizons, a series of short breaks for regular rejuvenation, or stepping away for a new level of mastery in a skillset – our…
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
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Medical Lead - Friedreich Ataxia
Biogen
Toronto, ON
- Full-time
…and therapeutic-area initiatives, serving as a key scientific advisor and champion for local patient and healthcare-system…
Added 1 hour ago
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Financial Advisor
CIBC
Maple Ridge, BC · Mission, BC · Pitt Meadows, BC
- Full-time
…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…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Abbotsford, BC · Chilliwack, BC
- Full-time
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.
Added 1 hour ago
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Financial Advisor
CIBC
Burnaby, BC · Langley (District), BC · Richmond, BC · Surrey, BC · White Rock, BC
- Full-time
…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…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Lethbridge, AB
- Full-time
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.
Added 2 hours ago
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Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 2 hours ago
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Senior Civil Engineer - Part Time
AECOM
Winnipeg, MB
- $175,000 to $192,000 CAD / year
- Part-time
This is a regular, part time role working 32 hours a week.
Added 2 hours ago
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Associate Advisor
RBC
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 2 hours ago
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Associate
RBC
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 2 hours ago
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Administrative Assistant
RBC
Toronto, ON
- Part-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 2 hours ago
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Banking Advisor
RBC
Placentia, NL
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 2 hours ago
RD
Administrative Assistant
RBC Dominion Securities
Toronto, ON
- Part-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 2 hours ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 2 hours ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 2 hours ago
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Associate Financial Advisor
CIBC
Montreal, QC
- Full-time
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.

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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