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Added 2 hours ago
NB
Banking Advisor
National Bank of Canada
Courtenay, BC
- 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 2 hours ago
NB
Banking advisor
National Bank of Canada
Mont-Saint-Hilaire, QC · Mont-St-Hilaire, 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 5 hours ago
GV
Sales Advisor
Groupe Vision New Look Inc
Calgary, AB
- $16 to $18 CAD / hour
- Part-time
IRIS, The Visual Group is looking for a sales advisor in Calgary, AB
Added 5 hours ago
ME
Retail Store Associate (Flex)
Mountain Equipment Company
Ottawa, ON
- $19.18 to $19.89 CAD / hour
MEC is more than a store. We’re a hub for the outdoor community, a leader in sustainability, and a place where you can be yourself. People come to us to try new things and plan new…
Added 5 hours ago
Retail Store Advisor (Flex)
Mountain Equipment Company
Moncton, NB
MEC is more than a store. We’re a hub for the outdoor community, a leader in sustainability, and a place where you can be yourself. People come to us to try new things and plan new…
Added 6 hours ago
FH
Clinical Pharmacist
Fraser Health
Vancouver, BC
- Part-time
We have the perfect Relief Part-Time opportunity for a Clinical Pharmacist to join our team at Downtown Community Health Clinic located in Vancouver, BC.
Added 6 hours ago
FH
Clinical Pharmacist
Fraser Health
Vancouver, BC
- Full-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 7 hours ago
B
Building Enclosure Engineer
BPA
Ottawa, ON · Kanata, ON
- Full-time
Act as a trusted technical advisor to clients, contractors, and internal teams.
Added 8 hours ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
…health systems, provincial ministries, health agencies, and community and social service organizations to design and deliver meaningful, lasting…
Added 8 hours ago
T
PIA Client Service Associate
TD
Montreal, QC
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 8 hours ago
C
Financial Advisor
CIBC
Brossard, QC · Drummondville, QC · Saint-Hyacinthe, QC · Boucherville, QC
- 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 8 hours ago
C
Financial Advisor - CIRO-MFD/AMF
CIBC
Saint-Jacques, QC · Richelieu, QC · Saint-Jean-sur-Richelieu, QC
- 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 8 hours ago
C
Senior Financial Advisor - Abitibi-Témiscamingue
CIBC
Val-d'Or, QC
- Full-time
…providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a…
Added 8 hours ago
C
Senior Financial Advisor - CIRO-MFD/AMF - Beloeil
CIBC
Beloeil, QC
- Full-time
…providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a…
Added 8 hours ago
B
Market Leader Financial Planning
BMO
Toronto, ON
- Full-time
Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
Added 9 hours ago
C
Mobile Mortgage Advisor - Downtown Vancouver
CIBC
Vancouver, BC
- Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 9 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Added 10 hours ago
AC
Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll identify benefit entitlements and develop customized federal and local indirect tax strategies that minimize…
Added 10 hours ago
AC
Senior Manager, Indirect Tax
ACCA Careers
Toronto, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll identify benefit entitlements and develop customized federal and local indirect tax strategies that minimize…
Added 10 hours ago
AC
Senior Manager, U.S. Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll deliver innovative, strategic plans that address clients’ cross-border needs and minimize tax…
Added 10 hours ago
A
Personal Banking Advisor - Calgary Marda Loop
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Calgary, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 11 hours ago
M
AI Business Solutions
Microsoft
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB
- Full-time
We are seeking an experienced Copilot Cloud Solution Architect to serve as a trusted advisor and technical leader for Microsoft's strategic Retail & Consumer Goods customers.
Added 11 hours ago
AI Learning Associate Director - Learning and Development (18-month contract)
EY
Edmonton, AB · AB · Vancouver, BC · Victoria, BC · Winnipeg, MB · Dieppe, NB · St. John's, NL · Halifax, NS · London, ON · Ottawa, ON · Toronto, ON · ON · Saskatoon, SK · Waterloo, ON · Calgary, AB
As the AI Learning Associate Director, you will serve as a strategic advisor and learning capability leader responsible for shaping, scaling and activating EY Canada's AI learning strategy,…
Added 12 hours ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Victoria, BC
- Full-time
…will serve as a recognized technical authority and strategic advisor, leading some of the most complex and high-profile mining projects across Western Canada and beyond. You will provide…
Added 12 hours ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Victoria, BC
- Full-time
…will serve as a recognized technical authority and strategic advisor, leading some of the most complex and high-profile mining projects across Western Canada and beyond. You will provide…

CIBC

Financial Advisor - CIRO-MFD/AMF

Saint-Jacques, QC, Canada
Richelieu, QC, Canada
Saint-Jean-sur-Richelieu, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 15, 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 1, 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. Details on your work arrangement (portion of on-site and remote work) will be discussed at the time of your interview.

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

Richelieu & Saint-Jacques

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

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More about this job

Responsibilities

You will manage a dedicated client portfolio by providing tailored financial advice, investment solutions, and lending services. Additionally, you will focus on business development by converting leads into new clients and participating in community outreach to grow your network.

Requirements

Candidates must have 1-3 years of experience in financial advising and hold valid professional certifications including CIRO-MFD and AMF licensing. Proficiency in the Canadian Securities Course (CSC) or Canadian Investment Funds Course (CIFC) is required to support regulatory compliance.

Skills

Financial advising
Business development
Client engagement
Relationship management
Financial planning
Investment solutions
Lending
Estate planning
Networking
Portfolio management
Sales planning
Customer service
Market analysis
Communication
Goal orientation

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
Relationship Management
Financial Planning
Business Development
Investment Solutions
Lending
Estate Planning
Client Portfolio
Banking
Networking
Sales Plan
Community Involvement
Regulatory Compliance
Wealth Management

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