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AB
PT Sales Advisor - Montreal
ANINE BING
Montreal, QC
- Part-time
ANINE BING is looking for a part time Sales Advisor/ Stylist to join the team at our store located in Montreal.
Added just now
SQ
Bilingual Customer Service Representative - Mutual funds Operations
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Montreal, QC
- Full-time
Resolve advisor inquiries with a client-centered approach, demonstrating flexibility and adaptability
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PC
Project Technologist/Senior Project TechnologistHazourdous Materials
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- $50,000 to $63,000 CAD / year
- Full-time
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Added 30 mins ago
C
Associate Financial Advisor
CIBC
Toronto, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 30 mins ago
B
BUSINESS ADVISOR, OPERATIONAL EFFICIENCY (Automation) - Calgary
BDC
Calgary, AB
- Full-time
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BUSINESS ADVISOR, CYBERSECURITY, ADVISORY SERVICES - Calgary
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- Full-time
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PT Sales Advisor - Montreal
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IW
Senior Compliance Specialist, Compliance
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IW
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MB · Manitoba, Canada
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VC
Account Manager
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- $80,000 to $100,000 USD / year
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Branch Manager, Vancouver
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Vancouver, BC
Solid understanding of advisor business models, operational needs, and client service delivery
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💼 Sales Advisor – Launch your career in style!
Added 1 hour ago
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Client Advisor
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- Part-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
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Client Advisor
RBC
Bonnyville, AB
- 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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Senior Finance Analyst
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- Full-time
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C
Financial Services Associate
CIBC
Surrey, BC
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Personal Shopper
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B
BUSINESS ADVISOR, STRATEGY OPERATIONS, ADVISORY SERVICES - Vancouver
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Vancouver, BC
- Full-time
As a Business Advisor, Strategy and Operations within BDC Advisory Services, you act as a trusted advisor to entrepreneurs and leadership teams seeking to improve operational performance,…
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ST
Customer Success Account Manager
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Burnaby, BC · Canada - BC, Burnaby, Production Way, Onsite
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…relationships by integrating STEMSOFT suite of products seamlessly with client workflows to enhance both user satisfaction and regulatory compliance. Additionally, you will advocate for…
Added 1 hour ago
FB
Seasonal Tax Services Associate
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Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 1 hour ago
FB
Seasonal Tax Services Associate
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Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 1 hour ago
B
Financial Analyst, Corporate Functions
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Engage in various client projects as a financial advisor: business plans, special projects, and more.
Added 1 hour ago
HR
Beauty Advisor, Chantecaille
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CIBC

Financial Services Associate

Surrey, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 11, 2026
Posting language: English
Posted: Nov 4, 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 partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' financial success. 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 - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals.
Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business 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 engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
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're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
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

Surrey-Scott Rd & 73Rd Ave.

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Cantonese Language, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Mandarin Chinese Language, Post-Sales Support, Product Knowledge

Apply About employer

More about this job

Responsibilities

You will partner with Financial Advisors to support high-value clients with their financial goals and business needs. Additionally, you will provide administrative support, manage client files, and proactively identify business growth opportunities.

Requirements

You must be flexible to work banking centre hours, including evenings and weekends, and be willing to travel to multiple locations. The role requires a strong commitment to client service, problem-solving, and the ability to work on-site full-time.

Skills

Cash management
Credit
Investment
Wealth protection
Client engagement
Problem solving
Organizational skills
Business growth
Customer service
Financial products
Product knowledge
Analytical thinking
Post-sales support

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 Services
Banking
Personal Banking
Business Banking
Client Support
Cash Management
Credit
Wealth Protection
Investment
Administrative Support
Client Engagement
Relationship Management
Business Growth
Financial Goals
Teamwork
Customer Experience
Financial Advisor
Imperial Service

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