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Added 7 mins ago
Senior Manager, Learning Design & Delivery - Toronto, ON
Scotiabank
Toronto, ON
…Wealth Management learning programs, including onboarding and advisor development programs. Collaborates with business partners and the Practice Excellence team to lead program management,…
Added 7 mins ago
Business Advisor - Clarenville
Scotiabank
Clarenville, NL
…including the features and benefits of small business products and services, including; an understanding of financial statements, applicable risk management policies and legal and security…
Added 7 mins ago
Bilingual Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Montreal, QC
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…
Added 7 mins ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
As a Manager within our Mobility – Expatriate Tax team, you will lead the delivery of cross‑border tax services for globally mobile employees, executives, and their employers. You will…
Added 22 mins ago
KR
Senior Business Analyst
KTek Resourcing
Toronto, ON
- $90,000 to $1,000,000 CAD / year
- Full-time
Experience: 15+ years of Banking / Financial Services experience
Added 36 mins ago
Finance Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
…comprehensive financial management skills and offering exceptional client service, often during periods of change, high work volumes, and stringent deadlines. The SBA facilitates and…
Added 51 mins ago
R
Banking Advisor
RBC
Moose Jaw, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 51 mins ago
R
Senior Will and Estate Advisor
RBC
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 51 mins ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
Ensuring compliance and regulatory adherence of client portfolios and trades
Added 51 mins ago
SL
Manager, Finance Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
If you have a background in consulting, financial services, insurance, technology or transformation, this role is built for you. You’ll apply your experience working with business partners…
Added 1 hour ago
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Financial Advisor CIRO-ID
CIBC
London, ON
- Full-time
As a member of the Imperial Service Team, you’ll manage and grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing…
Added 1 hour ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 1 hour ago
B
SENIOR BUSINESS ADVISOR - TECHNOLOGY AND OPERATIONS
BDC
Montreal, QC
- Full-time
Contribute to client diagnostics, needs assessments, proposal development, and business development activities.
Added 1 hour ago
Financial Advisor - Bloorcourt Village (37.5 hours/week)
Scotiabank
Toronto, ON
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 1 hour ago
A
Regional Service Agent - Boutique
Allstate
Markham, ON
- Full-time
…providing its customers prevention and protection products and services for every stage of life. Serving Canadians since 1953, Allstate strives to reassure both customers and employees with…
Added 2 hours ago
SL
District Manager
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
…Implement tactics to grow revenue (premium and wealth deposits) and Client base, while actively promoting improved advisor productivity, proficiency, and…
Added 2 hours ago
SL
Wealth Sales Representative
Sun Life
Calgary, AB
- Full-time
Assist wholesaler in developing client base segmentation and a strategic business plan to increase sales from advisors in region
Added 2 hours ago
B
Lead, Client Services - Bilingual (Hybrid)
Broadridge
Toronto, ON
- Full-time
Serve as a primary point of contact for our large financial services clients, maintaining regular communication and ensuring client satisfaction.
Added 2 hours ago
S
HR Business Partner
Stantec
Calgary, AB
- Full-time
…passionate, collaborative, and results-driven team. As part of our HR Client Services (HRCS) team, the HR Business Partner will be supporting leaders and employees throughout our various…
Added 2 hours ago
S
Paid Services Beauty Advisor - Part Time
Sephora
Toronto, ON
- $19.7 to $23.2 CAD / hour
- Part-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Victoria, BC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, 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 2 hours ago
W
Associate (National Advisory Desk)
Wellington-Altus
Toronto, ON
- Full-time
Reporting to the Senior Manager, Ontario, the Associate is an administrative and client-facing role that moves client households from advisors into NAD. The Associate builds and submits…
Added 2 hours ago
A
Technical Specialist, Wastewater Treatment
AECOM
Markham, ON · Mississauga, Ontario
- $200,000 to $250,000 CAD / year
- Full-time
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big…
Added 2 hours ago
SQ
Consultant ou consultante en planification financière / Consultant -Financial Planning Services
Sunlife Québec
Quebec, QC
- Full-time
…l’individuelle. En tant que membre de l'équipe de soutien des Services de planification financière et successorale (SPFS), ce poste est responsable du développement des capacités de…

CIBC

Financial Advisor- CIRO-ID

Sherwood Park, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 2, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.”
Posting language: English
Posted: Oct 26, 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 them 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.

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 plan 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 have a postsecondary degree/diploma and/or 4 years of relevant experience.”
You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You’re a certified professional. Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). You have current accreditation and good standing for CIRO-ID 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).
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

Sherwood Park-1020 Sherwood Dr

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

Apply About employer

More about this job

Responsibilities

You will manage a dedicated client portfolio by providing tailored financial advice and solutions for banking, investments, and lending. Additionally, you will focus on business development by networking within the local community to convert leads and grow the client base.

Requirements

Candidates must hold a postsecondary degree or diploma and have at least 4 years of relevant experience. You are required to possess current CIRO-ID accreditation and be flexible to work banking centre hours including evenings and weekends.

Skills

Financial advising
Relationship management
Business development
Client service
Financial planning
Investment solutions
Lending
Estate planning
Networking
Portfolio management
Sales planning
Community outreach
Credit solutions
Client 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
CIRO-ID
Banking
Relationship Management
Financial Planning
Investments
Lending
Estate Planning
Business Development
Networking
Client Service
AMF Licensing
CIFC
CSC
RRC
Credit Solutions
Portfolio Management
Community Involvement
Sales Plan
Financial Services

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