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Added 27 mins ago
Delivery Manager, Wealth Management
Scotiabank
Toronto, ON
…Management projects or workstreams, including initiatives related to advisor enablement, client experience, operational efficiency, regulatory change, or platform modernization, for…
Added 42 mins ago
VC
Advanced Practice Physiotherapist - McLean Integrated Spine Clinic
Vancouver Coastal Health
Vancouver, BC
- $45.15 to $56.17 CAD / hour
- Temporary
…General Hospital! Apply today to speak to a Talent Acquisition…
Added 57 mins ago
AC
Tax Preparer
ACCA Careers
Oshawa, ON
- Full-time
Make an impact with our Tax Services team in our Oshawa office for a contract position as a Tax Preparer. starting in February 2027 to April 30, 2027. This diverse team of professionals…
Added 1 hour ago
C
Financial Advisor CIRO-ID
CIBC
Toronto, ON
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
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- Full-time
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Added 2 hours ago
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ATB
Pincher Creek, AB
- Full-time
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Added 2 hours ago
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Senior Compensation Specialist
ATB
Remote, Canada
- Full-time
- Remote
…strategies to meet the unique competitive landscape of the financial services sector while considering the context of ATB’s enterprise…
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Social Media Surveillance Officer
TD
Toronto, ON
- Full-time
…Canada use social media confidently and compliantly - balancing advisor enablement with strong regulatory oversight. As a regulatory and policy subject matter expert, you will provide…
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Bilingual Sales Associate, Apartments.com/ Associé(e) aux ventes bilingue, Apartments.com - Montréal, Québec
CoStar
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- Full-time
…nombre de locataires et les plus qualifiés. Notre gamme de services comprend la publicité numérique, la gestion des médias sociaux et de la réputation, ainsi que des solutions d'analyse de…
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Insurance Advisor Level 1
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Lethbridge, AB
- Full-time
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W847L-270174 - Senior Learning Advisor Working Status: On-Site
Amyantek
Ottawa, ON
- Contract
MT1 As per the Learning Services Supply Arrangement (SA), the Bidder must clearly demonstrate that the proposed Senior Learning Advisor meets one of the following minimum obligatory…
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Resourcing Lead
Kim Cosic Consulting Inc.
Toronto, ON
- Full-time
While my client is technically an operational consultancy, they don’t like to call themselves consultants. They're a collection of engineers, innovators and creators who work with companies…
Added 4 hours ago
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Co-op Accountant, Assurance and Accounting (September 2027)
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Strathroy-Caradoc, ON · Strathroy, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 4 hours ago
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Sales Strategy & Operations Manager
Jobber
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- Full-time
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Financial Advisor CIRO-ID (Urban)
CIBC
Mississauga, ON · Erin Mills Town Centre Banking
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 4 hours ago
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Vendor Conflicts Lead
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Canada
- Full-time
Our Procurement Services/Finance office is seeking a Vendor Conflicts Lead reporting to the Manager, Conflicts of Interest, provides strategic advice and planning to drive the success of…
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Commercial Banking Advisor
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Client Advisor
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…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
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Client Advisor
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Finance Business Partner (12-Month Contract)
WSP in Canada
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Finance Business Partner (12-Month Contract)
WSP in Canada
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Project Manager, Buildings & Construction (Contract)
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…unparalleled success by providing tailored, innovative consulting services - ensuring every project is executed with precision and…
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Financial Advisor, Investment & Retirement Planning - Bridlewood, Kanata, Ontario
Scotiabank
Ottawa, ON · Kanata, ON
- Full-time
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 4 hours ago
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…unparalleled success by providing tailored, innovative consulting services - ensuring every project is executed with precision and…

CIBC

Financial Advisor CIRO-ID

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 4, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.”
Posting language: English
Posted: Nov 5, 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 Imperial Service 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.

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 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).
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-Yonge and Eglinton

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 build and manage a dedicated client portfolio by providing tailored financial advice and solutions. Additionally, you will engage in business development activities to convert leads and heighten the CIBC brand presence within the local community.

Requirements

Candidates must possess a postsecondary degree or diploma and at least 4 years of relevant experience. You are also required to hold current CIRO-ID accreditation and good standing for licensing.

Skills

Business development
Client service
Financial planning
Relationship management
Investment solutions
Lending
Estate planning
Networking
Portfolio management
Sales planning
Client engagement
Community outreach

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
Imperial Service
Relationship management
Financial planning
Investments
Lending
Estate planning
Business development
Networking
Client experience
AMF licensing
CIFC
CSC
RRC
Banking
Portfolio management
Sales plan
Community involvement
CIBC

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