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Added 1 hour ago
Investment Associate
RBC
Ottawa, ON
Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 1 hour ago
Client Advisor
RBC
Meadow Lake, SK
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Associate
RBC
Vancouver, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 hour ago
Administrative Assistant
RBC
Vancouver, BC
Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 hour ago
Administrative Sales Assistant
RBC
AB
Full-time
The RBC Dominion Securities branch located in Edmonton is looking for an Administrative Assistant to provide administrative support to a successful Advisory Team.
Added 1 hour ago
Client Advisor
RBC
Moosomin, SK
Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Client Advisor
RBC
Cross Lake 19, MB
Full-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour ago
Client Advisor
RBC
Ste. Rose, MB
Full-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour ago
Banking Advisor Intern
RBC
Haldimand, ON
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Client Advisor
RBC
Blind River, ON
Part-time
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Added 1 hour ago
Financial Advisor
RBC
Thunder Bay, ON
Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 hour ago
Associate, Distribution Support, Retail
BMO
Calgary, AB · Toronto, ON
Full-time
Coordinate sales materials, promotional items, and logistics for small meetings, internal initiatives, and advisor-facing engagements.
Added 2 hours ago
Bilingual ADP Sales Manager
Sun Life Québec
Quebec, QC
Full-time
Are you a sales leader who is passionate about coaching, advisor development and helping new advisors build successful careers? The ADP Sales Manager plays a critical role in supporting the…
Added 2 hours ago
Investment Associate
RBC Dominion Securities
Ottawa, ON
Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 2 hours ago
Member Relationship Manager
YNCU
London, ON
Full-time
…Neighbourhood Credit Union (YNCU) members. As a trusted financial advisor, you will help members with their everyday banking, credit, and investment needs. Through exceptional and caring…
Added 3 hours ago
Private Wealth Manager
Cardinal Point Wealth Management, ULC
Toronto, ON
Full-time
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information…
Added 3 hours ago
Associate Investment Advisor I
TD
Toronto, ON
Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special…
Added 3 hours ago
Business Development Partner
Sun Life
Abbotsford, BC
Full-time
Source candidates for the Sun Life advisor role through community contacts and other sources of referrals, centres of influence.
Added 3 hours ago
Associate Financial Advisor - Rouyn-Noranda
CIBC
Rouyn-Noranda, QC · Principale & Perreault
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 4 hours ago
Training Specialist-Bilingual
CIBC
Toronto, ON
Full-time
…date on all supported applications and integration with the advisor’s business to ensure effective delivery of the training and that the training material is effectively maintained and…
Added 4 hours ago
Financial Advisor CIRO-ID (Urban) [Commerce Court Branch]
CIBC
Toronto, ON
Full-time
…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…
Added 7 hours ago
Wealth Advisor
ATB
Red Deer, AB
Full-time
As ATB's next Wealth Advisor, you will be working under the leadership of the Regional Director and will be responsible for the investment advice and holistic financial planning needs of…
Added 7 hours ago
Client Advisor
Royal Bank of Canada
Blind River, ON
Part-time
Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course
Added 7 hours ago
Client Advisor
Royal Bank of Canada
MB · STE. ROSE, Manitoba
Full-time
…a great career with us as a future Account Manager/Banking…
Added 7 hours ago
Financial Advisor
Royal Bank of Canada
Thunder Bay, ON
Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…

CIBC

Financial Advisor - CIRO-MFD/AMF

Pointe-Claire, QC, Canada

Job type: Full-time
Apply by: Oct 8, 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: Sep 25, 2026

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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

6341 TRANSCANADIENNE

Employment Type

Regular

Weekly Hours

37.5

Skills

Mass-Affluent Client Management

Apply About employer

More about this job

Responsibilities

You will build and grow a dedicated client portfolio by providing tailored financial advice and support in investments, lending, and estate planning. Additionally, you will focus on business development by identifying local market opportunities and cultivating new client relationships.

Requirements

Candidates must have 1-3 years of experience in financial advice and hold current professional certifications including CIRO-MFD and AMF licensing. You must also be flexible to work banking centre hours, including evenings and weekends, and be available to travel between locations.

Skills

Financial planning
Relationship management
Business development
Investment solutions
Lending
Estate planning
Client engagement
Networking
Sales planning
Financial advice
Portfolio management

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
AMF
CSC
CIFC
IFC
RRC
Personal Banking
Business Banking
Investment
Lending
Estate Planning
Relationship Management
Business Development
Financial Planning
Client Service
Networking
Sales
Banking Centre
Portfolio Management

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