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Added 13 mins ago
C
Estate Planning Assistant, Wood Gundy-Bilingual
CIBC
Montreal, QC
- Full-time
Client Service – Distribute client anniversary statements and notifications to the appropriate Investment Advisor on a timely basis. Follow-up with the Investment Advisors to ensure timely…
Added 13 mins ago
B
Senior Insurance Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
We are currently hiring an Insurance Advisor or Senior Insurance Advisor based in our Cambie Service Location!
Added 13 mins ago
HI
Auto Insurance Advisor
HUB International
Moosomin, SK
- Full-time
Acting as the first point of contact to all clients, the Auto Insurance Advisor is responsible for providing professional, accurate, efficient, and courteous advice to all clients with…
Added 13 mins ago
MR
Academic Advisor
Mount Royal University
Calgary, AB
- Part-time
While the Academic Advisor reports centrally through the Manager, Academic Advising, they work in collaboration with their assigned Faculty to ensure their advising practices align with…
Added 13 mins ago
D
Manager, M&A Execution, Human Capital
Deloitte
Toronto, ON
- Full-time
…key decision makers, and establish credibility as a trusted advisor on M&A and Human Capital…
Added 28 mins ago
VC
Community Care Assistant (Community Health Worker)
Vancouver Coastal Health
Powell River, BC
- $29.76 to $31.64 CAD / hour
- Part-time
Come work as a Community Health Worker in Powell River, BC with Vancouver Coastal Health (VCH)! Apply today to speak to a Talent Acquisition Advisor!
Added 28 mins ago
RB
Banking Advisor
Royal Bank of Canada
Steinbach, MB
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 28 mins ago
RB
Client Advisor - Casual
Royal Bank of Canada
London, ON
- Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 28 mins ago
RB
Banking Advisor
Royal Bank of Canada
Moose Jaw, SK
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 43 mins ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Ucluelet, BC
We’re searching for a Trainee, Insurance Advisor. Are you searching for new possibilities?
Added 43 mins ago
R
Client Advisor Intern
RBC
Ajax, ON
- Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 43 mins 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 43 mins ago
R
Client Advisor
RBC
Iqaluit, NU
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 43 mins ago
FH
Pharmacy Technician - Squamish General Hospital
Fraser Health
North Vancouver, BC
- Part-time
“Community pharmacy experience or interest, working with marginalized Mental Health & Substance Use populations required.
Added 43 mins ago
EC
Director, Communications and Engagement
ErinoakKids Center for Treatment and Development
Mississauga, ON
- Full-time
…ErinoakKids mission through strategic communications, family, community and stakeholder engagement, and fundraising. The Director will lead high-performing teams in creating a positive…
Added 43 mins 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 58 mins ago
SB
Human Resources Director
Strik, Baldinelli, Moniz Ltd.
London, ON
- Full-time
…Champion SBM’s Core Values and visible with the industry and community as an SBM…
Added 1 hour ago
HI
Auto Insurance Advisor
HUB International
Winnipeg, MB
- Part-time
Acting as the first point of contact to all clients, the Auto Insurance Advisor is responsible for providing professional, accurate, efficient, and courteous advice to all clients with…
Added 1 hour ago
Business Advisor - Clarenville
Scotiabank
Clarenville, NL
Creating a strong presence within the local business community by developing relationships with various Centres of Influence
Added 1 hour 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 1 hour ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
Serving as a trusted advisor to clients on global mobility tax considerations and emerging issues
Added 1 hour ago
CI
Manager, Sales Governance and Operations
Calian in Space & Technology
Ottawa, ON
- Full-time
Act as a trusted resource and advisor on procurement, governance, compliance, operational effectiveness, and process improvement.
Added 1 hour ago
A
Indigenous and Stakeholder Relations Professional
Airswift
Calgary, AB · Greater Calgary Metropolitan Area
- Contract
We are seeking an experienced Indigenous and Stakeholder Relations Advisor to support the development and maintenance of relationships with Indigenous communities, local stakeholders, and…
Added 1 hour ago
R
Banking Advisor
RBC
Moose Jaw, SK
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 1 hour 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…

CIBC

Financial Advisor CIRO-ID (Urban)

Ottawa, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 30, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.”
Posting language: English
Posted: Oct 28, 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).
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

Kanata-445 Kanata Ave

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

Build and manage a client portfolio by providing personalized financial advice and solutions across banking, investments, lending, and estate planning. Develop new client relationships through local market sales planning, networking, referrals, and community outreach.

Requirements

Requires a postsecondary degree or diploma and/or four years of relevant experience, along with current accreditation and good standing for CIRO-ID licensing. For Quebec, the posting also specifies current AMF licensing, completion of the CIFC or CSC, and Registered Retirement Consultant (RRC) designation; specified CSI/ICB courses are assets.

Skills

Business Development
Client Service
Community Connections
Financial Advising
Investments
Lending
Portfolio Management
Results-Oriented
Financial Planning
Relationship Management
Networking
Sales Planning
Estate Planning
Day-to-Day Banking

Benefits

Competitive Salary
Incentive Pay
Banking Benefits
Benefits Program
Defined Benefit Pension Plan
Employee Share Purchase Plan
Vacation
Wellbeing Support
Employee Recognition Program
Paid Personal Development Day

Visa sponsorship

Not detected in the job text

Keywords

CIRO-ID
AMF Licensing
Canadian Investment Funds Course
Canadian Securities Course
Investment And Taxation Fundamentals Course
Legal And Ethical Aspects Of Financial Planning
Imperial Service
Financial Planning
Day-To-Day Banking
Investments
Lending
Estate Planning
Portfolio Management
Relationship Management
Client Service
Business Development
Sales Planning
Networking
Community Outreach
Credit Solutions
Investment Solutions
Referrals
Market Development

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