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Added 12 mins ago
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Project Manager - Water & Wastewater
AtkinsRéalis
Halifax, NS
- Full-time
Act as a technical resource and trusted advisor for clients, supporting the development of long-term relationships and repeat business opportunities.
Added 12 mins ago
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Manager, Valuations
MNP
Burlington, ON
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 12 mins ago
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Senior Manager, Valuations
MNP
Burlington, ON
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
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Manager, Corporate Finance and Valuations
MNP
NS · Dartmouth, NS
- Full-time
…emerge within an evolving business landscape. As a trusted advisor, you’ll provide innovative solutions that meet clients’ divestiture, financing, due diligence and acquisition…
Added 12 mins ago
SL
Business Development Partner
Sun Life
Blainville, QC · Laval, QC · Montreal, QC
- Full-time
Escalate Client complaints including assessment and advisor investigations.
Added 12 mins ago
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Advisor, Securities
Desjardins
Brossard, QC · Cowansville, QC · Gatineau, QC · Laval, QC · Mont-Saint-Hilaire, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Saint-Hyacinthe, QC · Salaberry-de-Valleyfield, QC · Sherbrooke, QC · Thetford Mines, QC · Trois-Rivières, QC · Val-d'Or, QC · Victoriaville, QC
- Full-time
…tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think…
Added 12 mins ago
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Personal Finance Advisor
Desjardins
Alma, QC · St-Jean, QC · Caisse d'économie Desjardins de la Métallurgie et des Produits forestiers (Saguenay-Lac-Saint-Jean)
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 27 mins ago
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Team Lead - Yorkdale Shopping Centre, Toronto
Moncler
Toronto, ON · North York, ON
- Full-time
As a Team Lead, you will be an ambassador of the Brand. You will assist the Store Director/Store Manager and/or Client Advisor Manager (CAM) to coach and develop the team, build Client…
Added 27 mins ago
CP
Private Wealth Manager/Portfolio Manager
Cardinal Point Wealth Management, ULC
Toronto, ON
- Full-time
Act as the client’s primary liaison, team leader, and advocate, ensuring that financial and tax planning strategies are executed according to firm standards and individual recommendations,…
Added 27 mins ago
CP
Manager, Tax (Cross-Border)
Cardinal Point Wealth Management, ULC
Toronto, ON
- Full-time
…candidate will combine strong technical tax knowledge with a client-first mindset - helping to design and implement tailored financial and tax strategies across U.S. and Canadian…
Added 27 mins ago
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Chief Compliance Officer
Objectway
Toronto, ON
- $180,000 to $200,000 CAD / year
- Full-time
…developed with a well-structured investment plan that supports our client needs with the creation of an appropriate portfolio of low-cost Exchange Traded Funds (ETFs).<span…
Added 29 mins ago
AA
Principal Consultant
Apps Associates
Canada
- Full-time
Facilitate client workshops, process design sessions, and solution demonstrations, serving as a trusted advisor throughout the project lifecycle
Added 29 mins ago
Client Advisor, Vancouver - Maison Margiela
OTB Spa
Vancouver, BC
The Client Advisor serves as the primary point of contact for clients, providing exceptional service, guidance, and solutions tailored to their needs. The role involves driving sales,…
Added 29 mins ago
Gestionnaire, Qualité (Opportunité future)
Aecon
Dorval, QC · Montreal, QC
Produire les rapports qualité requis pour la direction et le client
Added 29 mins ago
Senior Product Manager
Range
Toronto, ON
At Range Group we believe in the power of the professional travel advisor. We represent over $4.5 billion in annual travel sales. All our investments stem from a common thesis, that travel…
Added 58 mins ago
CO
Senior Enterprise Technology Procurement & Contract Specialist
City of Toronto
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…contract administration and close-out. The role sits between client divisions and service delivery within the Technology Services Division (TSD), acting as both a strategic advisor and an…
Added 58 mins ago
CO
Job ID #31786: Health, Safety & Wellness Specialist
City Of Hamilton
Hamilton, ON
- Full-time
Ensures that program development and implementation utilize innovative and leading best practices and is aligned with change management best practices that addresses client needs.
Added 59 mins ago
R
Client Advisor
RBC
Guelph, ON
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
Part-Time Receptionist / Administrator
iA Private Wealth
Oshawa, ON
Part-Time Receptionist / Client Service Associate
Added 1 hour ago
WL
Service Associate (Full Time)
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- Full-time
We are looking for an experienced candidate who can complement our team and provideclient and advisor support to ensure the office runs smoothly on a day-to-day basis. As a Service…
Added 1 hour ago
IG
Financial Advisor
Infotree Global Solutions
Toronto, ON
- Contract
Portfolio Managers and Introducing Brokers. The Service Delivery team act as a liaison between the client and the various
Added 1 hour ago
BG
Sales Coordinator
Beutel, Goodman & Company Ltd.
Toronto, ON
- Full-time
…sales and asset reports, maintains CRM data integrity, supports advisor and client inquiries, and helps ensure the smooth execution of team…
Added 1 hour ago
Manager, Media Innovation & AI Strategy
WPP Media
Toronto, ON
Client Relationship Management: Cultivate and maintain strong, trusted advisor relationships with key Mazda stakeholders, acting as the primary strategic point of contact for Open, OMS,…
Added 1 hour ago
T
Data Centre Analyst
TEKsystems
Ottawa, ON
- $50 to $60 CAD / hour
- Contract
One of TEKsystems largest professional services clients is looking for a strong Infrastructure analyst to take on a Client facing support role.
Added 1 hour ago
JH
Director, Strategic Advisory
J.S. Held LLC
Toronto, ON
- Full-time
…accounting preferred. Travel could include up to 40% on-site at client engagements, requiring hands-on operational…

CIBC

Financial Advisor CIRO-MFD

Oakville, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 22, 2026
Experience: You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
Posting language: English
Posted: Oct 7, 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 clients 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’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
You’re a certified professional (CIRO-MFD). You have current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC)/Investment Funds in Canada Course (IFC) and must meet eligibility requirements for CIRO-MFD 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

Oakville-2530 Postmaster Dr

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Customer Experience (CX), 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 participating in community outreach to grow your network.

Requirements

You must have 1–3 years of experience in financial advising and hold current certifications such as CIRO-MFD, CSC, or CIFC. The role requires a goal-oriented professional who is flexible to work banking centre hours, including evenings and weekends.

Skills

Financial advising
Relationship management
Business development
Client service
Financial planning
Investment solutions
Lending
Estate planning
Networking
Portfolio management
Sales planning
Lead conversion
Community outreach
Market analysis
Customer experience

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-MFD
CSC
CIFC
IFC
AMF
RRC
Banking
Investments
Lending
Estate planning
Relationship management
Business development
Client portfolio
Financial planning
Networking
Sales
Community involvement
Customer experience
Personal banking
Business banking
Credit solutions
Performance targets
Regulatory compliance

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