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Added 6 hours ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
Demonstrate a keen focus on prospecting and growing the advisor base, position PICTON’s strategies using a consultative sales approach and close new business.
Added 7 hours ago
IP
Licensed Senior Administrative Assistant
iA Private Wealth
White Rock, BC
- Full-time
…owners. That means real responsibility, direct access to the advisor, and room to shape how the office…
Added 7 hours ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
University Degree related to finance and securities preferred
Added 7 hours ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
University Degree related to finance and securities preferred
Added 8 hours ago
SW
ScotiaMcLeod Investment Associate - Toronto
Scotia Wealth Management
Toronto, ON
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 9 hours ago
MR
Assistant Professor of Finance (Limited-Term)
Mount Royal University
Calgary, AB
- Part-time
The successful candidate will act as the Faculty Advisor to MRU's student-managed investment fund. The role involves working closely with fourth-year Finance majors to analyze industry…
Added 9 hours ago
RB
Client Advisor
Royal Bank of Canada
Thunder Bay, ON
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 9 hours ago
RB
Banking Advisor
Royal Bank of Canada
Swift Current No. 137, SK · SWIFT CURRENT, Saskatchewan
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 9 hours ago
T
AVP, Technology Portfolio Management, Transaction Banking & Payments, TD Securities
TD
Toronto, ON
- Full-time
Added 9 hours ago
RD
Investment Associate - Trading & Administration
RBC Dominion Securities
Oakville, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 9 hours ago
RD
Associate
RBC Dominion Securities
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 10 hours ago
D
Chief Compliance Officer
Desjardins
Toronto, ON
- Full-time
…within a complex regulatory environment encompassing Canadian securities regulation, investment fund management requirements, market conduct obligations, and evolving compliance…
Added 10 hours ago
R
Banking Advisor
RBC
Regina, SK
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 10 hours ago
R
Banking Advisor
RBC
Swift Current, SK
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 11 hours ago
ScotiaMcLeod Investment Associate - Toronto
Scotiabank
Toronto, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 11 hours ago
RB
Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 11 hours ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…
Added 11 hours ago
RB
Associate
Royal Bank of Canada
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 11 hours ago
RB
Client Advisor
Royal Bank of Canada
Melfort, SK
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 11 hours ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 11 hours ago
RB
Investment Associate - Trading & Administration
Royal Bank of Canada
Oakville, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 11 hours ago
R
Investment Associate - Trading & Administration
RBC
Oakville, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 12 hours ago
NB
Senior Tax Compliance Advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor – Tax Compliance in the CRS/FATCA/QI/QDD Tax expertise Centre team at National Bank means acting as an expert in interpretation, the application and governance…
Added 12 hours ago
Client Coordinator, Wealth
Navacord
Edmonton, AB
Pro-active administrative support to the Financial Advisor in the delivery of client investment needs.
Added 12 hours ago
R
Client Advisor
RBC
Regina, SK
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

CIBC

Financial Advisor - CIRO-MFD/AMF

Grand Forks, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 27, 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 30, 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.

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 plans 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

Grand Forks

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 support for day-to-day banking, investments, and lending. Additionally, you will engage in business development and community outreach to grow your network and convert leads into new client relationships.

Requirements

Candidates must have 1-3 years of experience in financial advising and hold required certifications such as CIRO-MFD and AMF licensing. You must also possess current accreditation in the Canadian Securities Course or equivalent investment funds courses.

Skills

Financial advising
Relationship management
Business development
Client service
Financial planning
Investment solutions
Lending
Estate planning
Networking
Sales planning
Portfolio management
Communication
Accountability
Teamwork
Trust

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
Banking
Investments
Lending
Estate Planning
Client Portfolio
Networking
Sales
Community Outreach
Customer Experience
Financial Services
Credit Solutions
Investment Fundamentals
Legal & Ethical Aspects
Performance Targets
Banking Centre

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