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Added 19 mins ago
OI
Continuing Care Assistant (CCA) Program Manager
Oxford International
Halifax, NS
- $100,000 to $800,000 CAD / year
- Full-time
Along with the managerial team you will supervise (Practicum Placement Coordinator, Program Advisor, and Lead Instructor), you will oversee all aspects of program operations, including…
Added 35 mins ago
M
Summer Intern 2027 - Private Wealth
Manulife
Montreal, QC
- Full-time
…contribute to business growth initiatives and enhance the client and advisor experience. As an intern, you will actively collaborate with cross-functional teams, engage in business…
Added 49 mins 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 49 mins ago
NB
Senior Advisor Cybersecurity
National Bank of Canada
Montreal, QC
- Temporary
A career as a Senior Cybersecurity Advisor in
Added 49 mins ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- 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 49 mins ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
…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 49 mins ago
NB
Account Manager, Real Estate Development Unit
National Bank of Canada
Laval, QC
- Full-time
Act as a trusted advisor by providing strategic financial guidance and leading complex real estate financing transactions from origination through execution.
Added 49 mins 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 49 mins ago
NB
Senior Advisor Regulatory Governance
National Bank of Canada
Montreal, QC
- Full-time
A career as a Chief Advisor in the Prudential Standards and Oversight Office at National Bank means playing a central role in strengthening the Bank’s prudential risk governance, regulatory…
Added 49 mins ago
NB
Banking Advisor
National Bank of Canada
Dollard-Des Ormeaux, QC
- Full-time
A career as a Banking Advisor at National Bank is a versatile and 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…
Added 1 hour ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- 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 1 hour ago
Senior Manager, Leadership Recruiting
Bain & Company
Toronto, ON
Act as a trusted advisor to regional MDs, Regional Practice Leads, Global Practice Leads and Office Heads on talent strategy, not just search execution, and be comfortable delivering tough…
Added 7 hours ago
RB
Senior Will and Estate Advisor
Royal Bank of Canada
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 7 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Ajax, ON
- Part-time
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Added 7 hours ago
Specialist, Customer Experience & Enterprise Applications (Non-Union)
Alectra Utilities
Guelph, ON · Hamilton, ON · Mississauga, ON · St. Catharines, ON · Vaughan, ON
Serve as a functional advisor supporting project planning, system design, and implementation efforts.
Added 7 hours ago
S
Paid Services Beauty Advisor - Part Time
sephora.com
Toronto, ON
- $19.7 to $23.2 CAD / hour
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 8 hours ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 8 hours ago
RB
Client Advisor
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 8 hours ago
HP
Commercial Account Manager - Networking
Hewlett Packard Enterprise
Calgary, AB
- Full-time
…partners - using solution based consulting, becoming a trusted advisor and troubleshooting any…
Added 10 hours ago
R
Client Advisor
RBC
Langley (District), BC
- Full-time
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Added 11 hours ago
RB
Client Advisor
Royal Bank of Canada
Iqaluit, NU
- Full-time
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 11 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 11 hours ago
C
Agentic AI Architect
CGI
Toronto, ON
- Full-time
The Emerging Technologies team in Global Technology and Operations (GTO) Canada at CGI is a trusted Data, Cloud and AI advisor and go-to implementation partner for our global clients' Data…
Added 11 hours ago
A
Americas Marketing Lead - Transport
Arup
Toronto, ON
- Full-time
…the context of Arup’s client and market focus, acting as an advisor to the businesses (Rail, Aviation, Roads and Streets, and Maritime) and will support effective market positioning for our…
Added 11 hours ago
Financial Advisor - Calgary, AB (September, 2027)
Scotiabank
Calgary, AB
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…

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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