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Added 1 min ago
SA
Customer Service Advisor
Steele Auto Group
Halifax, NS
- Full-time
Colonial Honda is looking for a Service Advisor to join our team in Halifax, Nova Scotia! As a Service Advisor, you will be the friendly face and dependable guide our clients rely on…
Added 1 min ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 1 min ago
RB
Client Advisor
Royal Bank of Canada
Carlyle, SK
- Part-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 min ago
RB
Part Time Client Advisor
Royal Bank of Canada
Cowichan 1, BC · DUNCAN, British Columbia
- Part-time
Track record in building rapport and maintaining client relationships within the financial or service industry
Added 1 min ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Winnipeg, MB
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 1 min ago
RB
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada
Barrie, ON · Markham, ON · Mississauga, ON · Oshawa, ON · Toronto, ON · Vaughan, ON · ON · BRAMPTON, Ontario
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 31 mins ago
RU
ServiceNow Architect
RSM US LLP
Toronto, ON
- Full-time
…technology strategies. This role serves as a trusted technical advisor to clients and provides architectural leadership throughout the full lifecycle of ServiceNow implementations and…
Added 46 mins ago
R
Client Advisor
RBC
Carlyle, SK
- Part-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 46 mins ago
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Insurance Advisor Life, Health & Wealth
RBC
Saskatoon, SK
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.…
Added 46 mins ago
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Client Advisor
RBC
Kerrobert, SK
- Part-time
· Track record in building rapport and maintaining client relationships within the financial or service industry
Added 46 mins ago
Banking Advisor Trainee (Contract) - North Bay BBC
Scotiabank
North Bay, ON
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 46 mins ago
Senior Manager- Forensics- Assurance
EY
Toronto, ON
Develop trusted business advisor relationships with clients.
Added 46 mins ago
Manager- Forensics- Assurance
EY
Toronto, ON
Develop trusted business advisor relationships with clients.
Added 1 hour ago
EI
Brand Protection Advisor
Ecolab Inc.
Moncton, NB · Halifax, NS
- Full-time
Ecolab is seeking a Brand Protection Advisor to join its EcoSure division, an industry leader in food safety and total quality assurance. Our specialists are valued food safety & QA…
Added 1 hour ago
MS
Client Success Manager, Associate (Canadian Public)
Morgan Stanley
Calgary, AB
- Full-time
The Client Success Management (CSM) organization provides ongoing corporate client stock plan servicing on Shareworks, for corporate clients who choose to outsource the support of critical…
Added 1 hour ago
Automotive Sales Advisor - Campus Nissan Victoria
The Jim Pattison Auto Group
Victoria, BC
…individual to join our Campus Nissan Victoria sales team as a Sales Advisor. If you strive to achieve excellence in customer satisfaction and relationship building, this opportunity is for…
Added 1 hour ago
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Financial Advisor - CIRO-MFD/AMF (Urban)
CIBC
Richmond, BC
- Full-time
…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…
Added 1 hour ago
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Financial Advisor - CIRO-ID (Urban)
CIBC
Richmond, BC
- Full-time
…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…
Added 1 hour ago
Senior Financial Advisor- Taunton & Westney
Scotiabank
Ajax, ON
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 1 hour ago
Senior Financial Advisor - Applewood Village, Mississauga, ON
Scotiabank
Mississauga, ON
…Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey…
Added 1 hour ago
RJ
Corporate Actions Associate
Raymond James Ltd.
Vancouver, BC
- Full-time
…balance varied functions, while maintaining our high level of service and attention to detail. Proven strengths in time management, multi-tasking and organization are necessary attributes…
Added 1 hour ago
RJ
Mutual Funds Associate
Raymond James Ltd.
Vancouver, BC
- Contract
…functions, the successful candidate must possess excellent time management skills and an exceptional attention to…
Added 1 hour ago
AC
Counsel, International and Regulatory Affairs
Air Canada
Dorval, QC
- Full-time
…network. Headquartered in Montréal, Air Canada provides scheduled service directly to more than 180 airports in Canada, the United States and Internationally on six continents. It holds a…
Added 1 hour ago
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VP Sales Lead, Vice President and Sales Lead, Mid Market Diversified Industries, Commercial Banking
BMO
Toronto, ON · FCP
- Full-time
…commitment to balanced growth through prudent risk and credit…
Added 1 hour ago
Senior Business Relationship Manager, IT
DSV
Toronto, ON
As a trusted advisor, the SBRM develops strong executive relationships, identifies opportunities for innovation and business growth, and provides strategic leadership during major…

CIBC

Financial Advisor - CIRO-ID (Urban)

Richmond, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 10, 2026
Experience: You have a postsecondary degree/diploma and/or 4 years of relevant experience.”
Posting language: English
Posted: Nov 4, 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).
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.

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

Richmond-Three West Centre

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 grow a dedicated client portfolio by providing tailored financial advice and solutions in banking, investments, and lending. Additionally, you will engage in business development and community outreach to establish new client relationships and enhance the CIBC brand.

Requirements

You must possess a postsecondary degree or diploma and at least 4 years of relevant experience. Current accreditation and good standing for CIRO-ID licensing are mandatory requirements for this role.

Skills

Business development
Client engagement
Financial planning
Relationship management
Investment solutions
Lending
Estate planning
Networking
Sales planning
Client service
Portfolio management
Financial advising
Community involvement
Market analysis

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

CIRO-ID
Financial Advisor
Personal and Business Banking
Relationship Management
Financial Planning
Investments
Lending
Estate Planning
Business Development
Networking
Client Portfolio
AMF Licensing
CIFC
CSC
RRC
Banking Centre
Sales Plan
Community Outreach
Financial Services

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