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Added 6 mins ago
PT
Accounts Receivable Specialist
Paladin Technologies
Vancouver, BC
- Full-time
Added 6 mins ago
IW
Senior Analyst Finance
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 6 mins ago
IW
AVP HR Service Delivery & Technology
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ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 6 mins ago
CO
Claims Adjuster I
City of Edmonton
AB · Edmonton, AB
- Full-time
Added 7 mins ago
SD
Store Administrator, Hourly Part Time Day
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…sales, inventory, payroll, and benefits reporting and other financial requirements in order to achieve the financial objectives of the…
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Accounts Receivable Specialist
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Vancouver, BC
- $47,000 to $55,000 CAD / year
- Full-time
Added 7 mins ago
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AI Process re-engineer, Capital Markets Product Control
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…the month-, quarter-, and year-end closing process, including financial reporting and financial governance. Supports an efficient and effective accounting function that uses common…
Added 21 mins ago
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Regulatory Support Clerk
Marberg Staffing
Toronto, ON
- Temporary
Preferred Sector Experience: Experience from capital markets, banking or financial services environments preferred.
Added 21 mins ago
MI
Senior Assistant Director of Finance and Accounting
Marriott International
Toronto, ON
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…customer and property employees. The position provides the financial expertise to enable the successful implementation of the brand service strategy and brand initiatives while maximizing…
Added 21 mins ago
WC
(CAN) Associé, équipe des activités de protection des biens
Walmart Canada
Brossard, QC
- Full-time
Position Summary...An Asset Protection Operations Team Associate maintains store financial integrity and accuracy, pricing integrity, inventory control and profitability. This associate…
Added 21 mins ago
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Senior / Lead Product Manager - New Verticals
Baselane
Toronto, ON
- Full-time
Baselane is a rapidly growing banking and financial management platform for individual landlords and real estate investors. We are backed by leading FinTech investors, including Matrix…
Added 21 mins ago
IC
Frontend Developer
IT Connex
Toronto, ON
- Contract
…the ability to lead technical implementation. Experience in financial services or Fixed Income trading platforms is an…
Added 21 mins ago
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MS Dynamics 365 Techno Functional Consultant
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Mississauga, ON
- Full-time
…technical support for end users to ensure the smooth running of financial and operational processes within the system. You will also collaborate with internal teams and clients to enhance…
Added 21 mins ago
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Senior Financial Analyst - Tax
Rexall Pharmacy Group Ltd.
Mississauga, ON
- $65,000 to $85,000 CAD / year
- Full-time
Manage the pension accounting and provide support with pension initiatives, year-end audit and pension financial statements.
Added 21 mins ago
AU
Service Manager
Allied Universal
Calgary, AB
- $54,600 to $59,400 CAD / year
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…support business development and contribute to the branch’s financial and operational…
Added 21 mins ago
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Accountant
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
- Full-time
Our client is seeking an Accountant to support day-to-day accounting operations while ensuring accurate financial reporting and timely completion of month-end and year-end activities. This…
Added 21 mins ago
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Team Leader, Client Solutions – Prairie Region (Pointe West Branch)
Gallagher
Winnipeg, MB
- Full-time
Lead the day-to-day operations of the Point West branch, ensuring service, operational, and financial objectives are met.
Added 21 mins ago
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AP & AR ADVISOR
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Added 22 mins ago
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Credit Analyst I
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…across Private Investment Advice, Private Investment Counsel, Financial Planning, Private Banking, Private Trust, Wealth Insurance and Wealth Advisory…
Added 22 mins ago
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Accounts Payable Administrator
BDO
Toronto, ON
- $43,000 to $65,000 CAD / year
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Added 37 mins ago
Backend Engineer, Data
Stripe
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Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world's largest enterprises to the most ambitious startups - use Stripe to accept payments,…
Added 37 mins ago
M
Controller
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Toronto, ON
- Full-time
…external finance partners to ensure accurate reporting, strong financial controls, and operational…
Added 37 mins ago
RB
Bilingual FX Analyst - 12 months Contract
Royal Bank of Canada
Toronto, ON
- Full-time
Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative,…
Added 37 mins ago
RB
Client Advisor - Brampton (Bilingual: Arabic, Tagalog)
Royal Bank of Canada
ON · BRAMPTON, Ontario
- Full-time
Experience in the financial or service industry
Added 37 mins ago
RB
Senior Manager, Operational Risk / IT Risk and Compliance
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Toronto, ON
- Full-time
Strong understanding of banking operations, financial services regulatory landscape, and relevant technology

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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