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Added 4 mins ago
Store Manager - Diesel Yorkdale
OTB Spa
Toronto, ON
Ensure CRM is delivered within the Company standards.
Added 18 mins ago
CC
Supporter Engagement Specialist
Canadian Cancer Society
Montreal, QC
- Full-time
Maintains the integrity of the CRM by complying with policies and procedures for data collection and entry into system.
Added 18 mins ago
CC
Business Development Manager
Caesarstone Canada
BC · Fraser Valley H, BC
- Full-time
Proficiency in using CRM software and Microsoft Office Suite.
Added 18 mins ago
IR
Commercial Broker
Impact Recruitment
Edmonton, AB
- Full-time
CAIB, CIP, FCIP, or CRM designation is an asset
Added 18 mins ago
LM
DIRECTOR OF INFORMATION TECHNOLOGY
Lacroix Médecine Privée
Quebec, QC
- Full-time
…network's medical and administrative activities, including ERP, CRM, DME, LIS, SaaS, and cloud…
Added 18 mins ago
RC
Community Relations Manager
Retirement Concepts
White Rock, BC
- $60,000 to $65,000 CAD / year
- Full-time
The Community Relations Manager (CRM) reports to the General Manager (GM) and/or designate and is responsible for building relationships through community outreach, identifying sales leads,…
Added 18 mins ago
ND
Marketing Manager, Retention & Lifecycle
No Days Wasted®
Toronto, ON
- Full-time
3–5 years in retention, lifecycle or CRM marketing for an ecommerce or DTC brand, ideally in CPG, food, beverage or supplements.
Added 18 mins ago
BF
Regional Sales Manager
Bison Fire Protection Inc.
Winnipeg, MB
- $100,000 to $125,000 CAD / year
- Full-time
Proficiency in CRM software and Microsoft Office Suite.
Added 18 mins ago
Z
Territory Sales Manager - Greater Toronto Area
ZimVie
Toronto, ON
- Full-time
Use tools such as Salesforce CRM to manage your territory and maximize opportunities
Added 18 mins ago
Q
Senior Revenue Enablement Specialist, Digital
Quadient
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
Leverage CRM data and conversation intelligence platforms, such as Gong, to identify performance gaps and develop targeted coaching initiatives.
Added 18 mins ago
V
Business Development Manager
VALD
Remote, Canada
- Full-time
- Remote
Experience using CRM platforms (HubSpot preferred) and Microsoft 365 tools
Added 48 mins ago
A
Vehicle Registration Clerk - Winnipeg Satellite Office
AutoCanada
Winnipeg, MB
- $45,000 to $50,000 CAD / year
- Other
…Automotive Sales, Car Buying, Buyer, CSR, DealerSocket, Dealership, CRM, CDK, ADP, Social Media Sales, Administration, Phone…
Added 48 mins ago
M
Salesforce Developer
Medcan
Toronto, ON
- $82,543 to $113,495.5 CAD / year
- Full-time
Are you a talented Salesforce Developer looking to join a growing development team within a quickly growing and transforming organization? At Medcan, we are building new digital experiences…
Added 48 mins ago
VC
Senior Sales Manager, Working Capital (Toronto)
Vault Credit Corporation
Toronto, ON
- Full-time
Include daily, weekly and monthly plans, system training (the CRM, Flinks and every other tool the teams use), sales training and all other required modules
Added 48 mins ago
DI
Manager, Lifecycle Marketing and Personalization
Definity Insurance Company
Toronto, ON
- Full-time
5-8 years of progressive experience in B2B lifecycle marketing, CRM, digital marketing, marketing automation, personalization, customer engagement, or related disciplines.
Added 48 mins ago
GC
Client Services Coordinator
Great Canadian Roofing & Siding
AB · Edmonton, AB
- Full-time
…keep everything organized and moving forward. From updating CRM systems and tracking client interactions to supporting reporting and documentation, your work will help ensure a smooth…
Added 48 mins ago
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Assistant Sales Manager - Waterloo Honda
AutoCanada
Waterloo, ON
- $90,000 to $125,000 CAD / year
- Other
Experience using CRM systems or other automotive software systems would be considered an asset
Added 48 mins ago
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District Sales Manager
Grand & Toy
Vaughan, ON
- Full-time
Use data, insights, and CRM tools to guide decisions, improve performance, and drive results.
Added 48 mins ago
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Account Executive, Professional Liability Programs | Sage Advisor Resources Corp.
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AB · Edmonton, AB
- Full-time
CAIB, CIP, CRM, or other industry designations.
Added 1 hour ago
A
EDGE Google Inside Sales
Accenture
Toronto, ON
- Full-time
Minimum selling experience of 2 years of value for $2 mn. And maintaining accurate CRM records.
Added 1 hour ago
Coordinator, Recruitment & Admissions
Simon Fraser University
Burnaby, BC
…environments, and working with customer relationship management (CRM) systems or an equivalent combination of education, training, and…
Added 1 hour ago
TE
Customer Service Manager
TRIPLE EIGHT TRANSPORT INC.
Abbotsford, BC
- $80,000 to $90,000 CAD / year
Proficiency in Microsoft Office, particularly Excel; experience with Transportation Management Systems (TMS), CRM platforms, and reporting tools is an asset.
Added 1 hour ago
UR
Outside Sales Rep - Trench Safety
United Rentals
Calgary, AB
- Full-time
Utilize Sales Force.com and other CRM Tools to develop pipeline of opportunities
Added 1 hour ago
C
Financial Advisor - MFDA
CIBC
Rocky Mountain House, AB
- Full-time
Added 1 hour ago
Key Account Manager - SKF Sealing Solutions
SKF
Toronto, ON · Scarborough, ON, ON
CRM Management: Generate customer leads into opportunities and document them in the CRM system.

CIBC

Financial Advisor - MFDA

Rocky Mountain House, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 2, 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 27, 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 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).
You live your values. You bring high standards, genuine care to your relationships, and want to grow with an employer that shares your values and brings out your best.

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

Rocky Mountain House

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Business Opportunities, Customer Engagement, Customer Relationship Management (CRM)

Apply About employer

More about this job

Responsibilities

You will build and grow a dedicated client portfolio by providing tailored financial advice and exceptional service. Additionally, you will engage in business development activities to convert leads into new clients and heighten the company's brand awareness in the community.

Requirements

Candidates must have 1-3 years of experience in providing financial advice and establishing client relationships. You are required to hold current certifications such as CIRO-MFD, CSC, CIFC, or IFC, and meet all licensing eligibility requirements.

Skills

Financial advice
Relationship management
Business development
Client engagement
Financial planning
Investment solutions
Lending
Estate planning
Networking
Sales planning
Lead conversion
Community outreach
Customer service

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
MFDA
CIBC
Personal and Business Banking
Imperial Service
Financial planning
Investments
Lending
Estate planning
Business development
Networking
CIRO-MFD
CSC
CIFC
IFC
AMF
RRC
Relationship management
Client portfolio
Banking centre
Sales plans
Community involvement
Marketing
Outreach
Financial services

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