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Added 49 mins ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
Canaccord Genuity Corp., our Canadian operation, is seeking an organized, detail-oriented Investment Advisor Assistant to join The Lonsdale Financial Group in Ottawa. Led by established…
Added 5 hours ago
NB
Private Wealth Advisor (1859)
National Bank of Canada
Quebec, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 11 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Ajax, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 12 hours ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Licensed for at least 1 year.
Added 12 hours ago
RB
Client Advisor
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 15 hours ago
R
Client Advisor
RBC
Langley (District), BC
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 15 hours ago
RB
Client Advisor
Royal Bank of Canada
Iqaluit, NU
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 15 hours ago
RB
Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 16 hours ago
C
Associate Financial Advisor
CIBC
Fort St. John, BC · Fort Saint John
- 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 17 hours ago
RB
Banking Advisor
Royal Bank of Canada
Steinbach, MB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 17 hours ago
RB
Client Advisor - Casual
Royal Bank of Canada
London, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 17 hours ago
RB
Banking Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 17 hours ago
R
Client Advisor Intern
RBC
Ajax, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 17 hours ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 17 hours ago
R
Client Advisor
RBC
Iqaluit, NU
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 17 hours ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 18 hours ago
R
Banking Advisor
RBC
Moose Jaw, SK
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 18 hours ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
Completion of either Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC). Licensed for at least 1 year.
Added 20 hours ago
SL
District Manager
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
Develop and execute on your District recruiting and sales power growth plan in alignment with overall SLFD objectives and advisor succession needs.
Added 20 hours ago
B
Lead, Client Services - Bilingual (Hybrid)
Broadridge
Toronto, ON
- Full-time
Experience building client relationships and acting as a business partner and trusted advisor.
Added 20 hours ago
NB
Wealth Associate
National Bank of Canada
Victoria, BC
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 20 hours ago
R
Banking Advisor
RBC
Steinbach, MB
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 21 hours ago
DF
Wealth Advisor - Orangeville/Newmarket
DUCA Financial Services Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
DUCA is looking for a Wealth Advisor to join our growing team!
Added 21 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Woodstock, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 21 hours ago
R
Client Advisor - Casual
RBC
London, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

CIBC

Financial Advisor - CIRO-ID (Urban)

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 23, 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.

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).
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

Vancouver-Lonsdale & 16th

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 day-to-day banking, investments, and lending. Additionally, you will focus on business development by converting leads into new clients and enhancing the CIBC brand through community involvement.

Requirements

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

Skills

Financial advising
Relationship management
Business development
Client service
Financial planning
Investment solutions
Lending
Estate planning
Networking
Portfolio management
Sales planning
Community outreach
Regulatory compliance
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
Personal and Business Banking
Relationship Management
Financial Planning
Investments
Lending
Estate Planning
Business Development
Networking
Client Experience
Banking Centre
AMF Licensing
CIFC
CSC
RRC
CSI
ICB
Taxation Fundamentals
Legal & Ethical Aspects
Banking
Finance
Sales
Customer Service
Portfolio Management

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