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Added 5 mins ago
T
Senior Manager, Executive Communications
TD
Toronto, ON
- Full-time
Act as a trusted communications advisor and strategic sounding board, helping shape narratives, refine messaging and guide conversations on content, tone and stakeholder impact.
Added 5 mins ago
D
Personal Finance Advisor
Desjardins
Levis, QC · Caisse Desjardins de la Chaudière
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 5 mins ago
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Wealth Management Advisor
Desjardins
Sainte-Marie, QC · Caisse Desjardins de La Nouvelle-Beauce
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 5 mins ago
Business Advisor - Vancouver Branches, Vancouver, BC
Scotiabank
Vancouver, BC
Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Business Advisor opportunities based on business needs.
Added 5 mins ago
Manager, Business Banking, Virtual Advice - Halifax, NS (Bilingual English/French)
Scotiabank
Halifax, NS
Assisting with the development and refinement of the virtual advice model to generate incremental business, client and Advisor value
Added 5 mins ago
Business Advisor - Vancouver & Richmond, BC
Scotiabank
Richmond, BC
Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Business Advisor opportunities based on business needs.
Added 5 mins ago
Environmental Project Manager, Transportation & Municipality Specialist
WSP
Calgary, AB
…confidence. This is a leadership opportunity for a trusted advisor who thrives on complexity, collaboration, and delivering meaningful…
Added 20 mins ago
UO
Enrolment Services Advisor (Recurring Part-time)
University of Calgary
Calgary, AB
- Part-time
The Enrolment Services Team in the Office of the Registrar is currently seeking a Recurring Part-time Enrolment Services Advisor.
Added 20 mins ago
UO
Enrolment Services Advisor
University of Calgary
Calgary, AB
- Full-time
The Enrolment Services Team in the Office of the Registrar is currently seeking a Full-time Regular Enrolment Services Advisor.
Added 20 mins ago
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HSE Specialist - Night Shift
Worley
AB · Edmonton, AB
- Full-time
…procurement and construction across the project lifecycle, with services extending through to operations and decommissioning. Leveraging extensive experience and AI-enabled delivery, we…
Added 20 mins ago
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National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
Identify opportunities for revenue growth, upselling, and cross-selling of services using a solution selling, data-driven approach, including educating the client on all OPENLANE services…
Added 35 mins ago
RB
Client Advisor
Royal Bank of Canada
Woodstock, NB
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 35 mins ago
RB
Banking Advisor
Royal Bank of Canada
Quebec, QC
- Full-time
As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this…
Added 50 mins ago
Director, Client Enablement
Questrade Financial Group
Toronto, ON
…professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially…
Added 50 mins ago
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Tangerine Advisor - Bilingual (French/English) - Tangerine
Tangerine
Toronto, ON
- Full-time
The Tangerine Advisor, Level 1 is responsible for delivering exceptional investment advice and servicing in the spirit of the Investments team mission to Coach, Educate and Enable Canadians…
Added 50 mins ago
BI
ETL Developer with Snowflake
BURGEON IT SERVICES
Calgary, AB
- Contract
We are looking for a Senior ETL developer with Snowflake experience to serve as a technical leader and trusted advisor for business/stakeholders. This role is not just about building data…
Added 1 hour ago
A
EDGE Google Inside Sales
Accenture
Toronto, ON
- Full-time
As a key member of the Google Edge, you won't just be in a sales role; you'll be a strategic advisor and the catalyst for our clients' transformation. You are the first person they will…
Added 1 hour ago
SC
Social & Studio Lead
Sundae Creative Agency
Montreal, QC
- Full-time
Identify new services, client needs, and revenue opportunities that can expand the Studio offering.
Added 1 hour ago
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Client Advisor
RBC
Woodstock, NB
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
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Advisor, Personal
Desjardins
Montreal, QC
- Full-time
As a personal advisor, you help solicit and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current…
Added 1 hour ago
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Financial Advisor - MFDA
CIBC
Rocky Mountain House, AB
- Full-time
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…
Added 1 hour ago
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Client Associate Wood Gundy
CIBC
Penticton, BC
- Part-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 1 hour ago
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Senior IT Audit Manager
BMO
Toronto, ON · FCP
- Full-time
Provides strategic input into business decisions as a trusted advisor.
Added 1 hour ago
Senior Audit Manager, Compliance Audit
Scotiabank
Toronto, ON
The Senior Audit Manager is a dynamic, innovative, and trusted advisor who uses data to deliver industry leading assurance and insights to keep the Bank and our customers safe.
Added 1 hour ago
Financial Advisor, Investment & Retirement Planning
Scotiabank
Hamilton, ON · Ancaster, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…

CIBC

Financial Advisor - MFDA

Rocky Mountain House, AB, Canada

Full-time

Apply About employer

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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)

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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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