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Added 1 hour ago
Client Advisor Intern – Mandarin/Cantonese
RBC
Ottawa, ON
Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Client Advisor
RBC
Smooth Rock Falls, ON
Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Client Advisor
RBC
Kerrobert, SK
Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Banking Advisor Intern - Squamish Branch
RBC
Squamish, BC
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Financial Advisor Intern
RBC
Winnipeg, MB
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 1 hour ago
Associate
RBC
Hamilton, ON
Full-time
Assist the Advisor team in welcoming and onboarding new clients.
Added 1 hour ago
Banking Advisor
RBC
Moose Jaw, SK
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Client Advisor
Royal Bank of Canada
Kerrobert, SK
Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Client Advisor
Royal Bank of Canada
Smooth Rock Falls, ON
Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Banking Advisor Intern - Squamish Branch
Royal Bank of Canada
Squamish, BC
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
Financial Advisor Intern
Royal Bank of Canada
Winnipeg, MB
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 1 hour ago
Banking Advisor
Royal Bank of Canada
Moose Jaw, SK
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 2 hours ago
Advisor, Securities
Desjardins
Laval, QC
Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 3 hours ago
Senior Tax Advisor
National Bank of Canada
Toronto, ON
Full-time
A career as a Senior Advisor – Investment Fund and ETF Taxation at National Bank means acting as a subject matter expert in a complex and constantly evolving field. You contribute to…
Added 3 hours ago
Community General Manager, Imperial Service
CIBC
Toronto, ON · Albion, PE · PCF-Albion
Full-time
You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada). It’s an asset if you’ve…
Added 3 hours ago
Investment Advisor Assistant, Wealth Management
Canaccord Genuity Group Inc.
Calgary, AB
Full-time
…services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Our success is built on deep sector expertise, strong…
Added 4 hours ago
Banking Advisor Intern - Squamish Branch
RBC
Squamish, BC
Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
Financial Advisor CIRO-MFD
CIBC
Brockville, ON
Full-time
…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…
Added 5 hours ago
Client Advisor Intern – Mandarin/Cantonese
Royal Bank of Canada
Ottawa, ON
Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
Financial Advisor
Royal Bank of Canada
Kawartha Lakes, ON
Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 7 hours ago
Director, Compliance (Supervision and Monitoring)
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
Full-time
…monitoring and supervision program covering both mutual fund and securities businesses. Reporting into the CCO and AVP, RAS Compliance, this role strengthens trade supervision, advances…
Added 7 hours ago
Accountant, Assurance and Accounting (Northeastern Ontario)
ACCA Careers
Sudbury, ON · Greater Sudbury, ON
Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 7 hours ago
Model Validation Quantitative Advisor
Societe Generale
Montreal, QC
Full-time
As a Quantitative Advisor, the job of model validation involves independently assessing and verifying the accuracy, robustness, and regulatory compliance of models. This involves ensuring…
Added 7 hours ago
Sourcing Manager- Human Resources Category Lead
Societe Generale
Montreal, QC
Full-time
Act as a trusted advisor to senior HR, Finance, and business leadership across the U.S. and Canada
Added 7 hours ago
Quantitative Advisor-Model Risk Management
Societe Generale
Montreal, QC
Full-time
Due to US Federal Securities law applying to this position, candidates who will apply for this position will be required to submit to an enhanced background screening, including the…

CIBC

Financial Advisor - MFDA/AMF

Delta, BC, Canada
Tsawwassen, BC, Canada

Job type: Full-time
Apply by: Oct 12, 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 29, 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. 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 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

Tsawwassen

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 into new clients 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 accreditations such as CSC, CIFC, or IFC, along with eligibility for CIRO-MFD licensing. Proficiency in AMF licensing and the Registered Retirement Consultant (RRC) designation are also required for this role.

Skills

Financial advising
Relationship management
Business development
Client service
Financial planning
Investment solutions
Lending
Estate planning
Networking
Sales planning
Portfolio management
Customer experience

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
AMF
CIBC
Personal and Business Banking
Relationship Management
Financial Planning
Investments
Lending
Estate Planning
Business Development
Sales Plan
CIRO-MFD
CSC
CIFC
IFC
RRC
Banking Centre
Client Portfolio
Networking
Community Outreach

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