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Added 25 mins ago
Senior Account Manager - Health and Safety
Lifemark Health Group
Toronto, ON
$80,000 to $120,000 CAD / year
Full-time
…is a vision to be the most innovative healthcare provider in community rehabilitation, workplace health and wellness, and medical assessment services. Lifemark was acquired by Loblaw…
Added 25 mins ago
Senior Account Manager - Health and Safety
Lifemark Health Group
Brampton, ON
$80,000 to $120,000 CAD / year
Full-time
…is a vision to be the most innovative healthcare provider in community rehabilitation, workplace health and wellness, and medical assessment services. Lifemark was acquired by Loblaw…
Added 25 mins ago
Senior Recruiter
Husky Technologies
Bolton, ON
Full-time
…innovation, close customer relationships, a strong sense of community and a unique culture and values. We are looking for people with the inspiration and talent to develop with us as we…
Added 42 mins ago
Director of People & Culture (FT Permanent)
YMCA of the National Capital Region
Ottawa, ON
Full-time
…abilities, and works to address critical social needs in our community. We are a leader and valued partner in creating a vibrant and healthy community where everyone belongs and can reach…
Added 42 mins ago
Wealth & Advisory Sales & Support Specialist
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Winnipeg, MB
Full-time
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Added 53 mins ago
Educational Advisor in Orthopedagogy and Inclusive Approach
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Full-time
Being an educational advisor means supporting the development of effective and innovative teaching practices to promote student success and engagement.
Added 53 mins ago
Career Advisor
Centre de services scolaire Marguerite-Bourgeoys - CSSMB
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Added 53 mins ago
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…the more you can make. You’ll learn how to become a trusted advisor to your clients and make a real impact on their lives, all while building a rewarding career in…
Added 53 mins ago
Educational Advisor - Language of Instruction and Reception (Secondary)
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Added 1 hour ago
Investment Advisor Assistant
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Added 1 hour ago
Client Associate, Investment Advisor, Wood Gundy-Bilingual
CIBC
Quebec, QC
Full-time
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Added 1 hour ago
Insolvency Advisor, Personal Debt Solutions
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Added 1 hour ago
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Added 1 hour ago
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Insurance Advisor
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Added 1 hour ago
Student Success and Academic Advisor
York University
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Contract
…over 10,000 undergraduate and graduate students. The Academic Advisor contributes to student success, satisfaction and retention in the Faculty of Health by providing academic advising for…
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Financial Advisor
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This is an excellent opportunity for a licensed advisor seeking stability, growth, and the ability to make a meaningful impact in a vibrant coastal community.
Added 1 hour ago
Administrative Assistant IV – BA Advising & Dean of Arts Office (Temporary) (Bargaining Unit 179)
Saint Mary's University
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Under the direction of the Senior Academic Advisor, the Administrative Assistant IV will:
Added 1 hour ago
Insolvency Advisor, Personal Debt Solutions
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Our Regina office is seeking an Insolvency Advisor to join the Personal Debt Solution team. This position entails maintaining an in-office presence by completing the following duties:
Added 1 hour ago
Administrative Assistant IV, Co-operative Education (Bargaining Unit 179)
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Added 1 hour ago
Secondary Long Term Occasional (LTO)/100% English (ENL1W x2, ENG4C)
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Added 1 hour ago
Associate Director, Finance
British Columbia Institute of Technology
Burnaby, BC
$115,378 to $165,856 CAD / year
Full-time
…Director, Finance. This position acts as a strategic financial advisor/partner to the School/Department’s financial planning function in partnership with the School/Department leadership…
Added 1 hour ago
Information Management Consultant
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You'll regularly engage with clients, project teams, leaders, and community members, navigate competing priorities, facilitate alignment across diverse perspectives, and build trusted…

CIBC

Financial Advisor - CIRO-MFD/AMF

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

Job type: Full-time
Apply by: Oct 1, 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 14, 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. 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 [email protected]
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

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 engage in business development activities to convert leads and heighten the CIBC brand presence within the local community.

Requirements

Candidates must have 1-3 years of experience in financial advising and hold current professional certifications including CIRO-MFD and AMF licensing. You must also possess the Canadian Securities Course (CSC) or Canadian Investment Funds Course (CIFC) accreditation.

Skills

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

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
Business Development
Financial Planning
Banking
Investments
Lending
Estate Planning
Portfolio Management
Client Service
Networking
Sales
Lead Conversion
Community Outreach
Marketing
Banking Centre
Financial Services
Credit Solutions
Investment Solutions
Performance Targets
Regulatory Compliance
Client Experience
Relationship Building
Financial Advice

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