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Added 6 mins ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Aylmer, ON
- $45,000 to $49,000 CAD / year
- Part-time
As our Member Experiences Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 6 mins ago
CE
RECE Operations Co Culture Lead Role CELC-Townline
Compass Early Learning and Care
Central Frontenac, ON · Townline
- Full-time
…culture of growth, collaboration, and inclusivity, where every team member has the opportunity to thrive. We are committed to supporting children and families in our…
Added 6 mins ago
CE
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Compass Early Learning and Care
Burleigh
- Full-time
…culture of growth, collaboration, and inclusivity, where every team member has the opportunity to thrive. We are committed to supporting children and families in our…
Added 6 mins ago
SS
Concierge BC
Sunrise Senior Living
North Vancouver, BC · Sunrise at Lonsdale Square
- Part-time
Sunrise Senior Living provides resident-centered care while supporting team member growth across Canada.
Added 6 mins ago
SM
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SSR Mining Inc.
Saskatoon, SK
- Full-time
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Added 6 mins ago
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Toronto, ON · YNG
- Full-time
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B
Private Wealth Administrative Assistant - Vaughan, Winter 2027 (Co-op/Internship) - 4 months
BMO
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- Full-time
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Added 6 mins ago
B
Private Wealth Analyst, Winter 2027 (Co-op/Internship) - 4 months
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Brampton, ON
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Added 6 mins ago
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Added 6 mins ago
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Added 6 mins ago
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Added 21 mins ago
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Added 21 mins ago
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…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 21 mins ago
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Customer Experience Associate- Future Opportunities
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Added 21 mins ago
MU
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McGill University
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Added 21 mins ago
Associé(e) de la réception / Hospitality Associate
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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 29, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.”
Posting language: English
Posted: Nov 9, 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 build and manage a dedicated client portfolio by providing tailored financial advice and solutions for banking, investments, and lending. Additionally, you will engage in business development and community outreach to grow your network and increase brand awareness.

Requirements

You must hold a postsecondary degree or diploma and have at least 4 years of relevant experience. Current accreditation and good standing for CIRO-ID licensing are mandatory, along with the ability to work flexible banking hours.

Skills

Financial advising
Relationship management
Business development
Client service
Financial planning
Investment solutions
Lending
Estate planning
Networking
Portfolio management
Sales planning
Community outreach
CIRO-ID licensing
AMF licensing
Communication
Goal orientation

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
AMF
CIFC
CSC
RRC
Banking
Investments
Lending
Estate Planning
Relationship Management
Business Development
Client Portfolio
Financial Planning
Networking
Community Involvement
Sales Plan
Credit Solutions
Investment Solutions
Banking Centre
Customer Experience
Financial Services
Professional Certification
Regulatory Compliance
Accountability
Teamwork
Trust

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