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Added 11 hours ago
Senior Advisor Compliance Investigations Wealth Management
National Bank of Canada
Montreal, QC
Full-time
A career as a Senior Advisor, Compliance Investigations, Wealth Management, at National Bank, means acting as a specialist in the identification and analysis of potential breaches of rules,…
Added 2 days ago
Wealth Management Senior Advisor
Desjardins
Beloeil, QC · Saint-Hyacinthe, QC · Sorel-Tracy, QC
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 3 days ago
Wealth Management Senior Advisor
Desjardins
Saint-Georges, QC · Service Signature Beauce-Appalaches-Etchemins
Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients. You advise and…
Added 12 days ago
Senior Advisor/Lead Advisor, Wealth Management
Wealthsimple Technologies
Remote, Canada
$124,000 to $192,000 CAD / year
Full-time · Remote
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and…
Added 16 days ago
Wealth Management Senior Advisor
Desjardins
Montreal, QC · Repentigny, QC · Longueuil, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 16 days ago
Wealth Management Senior Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
Full-time
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.
Added 1 month ago
Senior Manager, Advisor Services, International Wealth Management - Toronto, ON
Scotia Wealth Management
Toronto, ON
Full-time
The Senior Manager, Advisor Services is a strategic leader responsible for advancing the advisor experience and driving the successful adoption, optimization, and evolution of the Total…
Added 1 month ago
Senior Manager, Advisor Services, International Wealth Management - Toronto, ON
Scotiabank
Toronto, ON
The Senior Manager, Advisor Services is a strategic leader responsible for advancing the advisor experience and driving the successful adoption, optimization, and evolution of the Total…
Added 10 days ago
Wealth Management Senior Advisor
Desjardins
Beloeil, QC · Saint-Hyacinthe, QC · Sorel-Tracy, QC
Full-time
As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop…
Added 4 months ago
(Bilingual) Senior Advisor / Lead Advisor, Wealth Management Service (Quebec Clients)
Wealthsimple Technologies
Remote, Canada
$124,000 to $192,000 CAD / year
Full-time · Remote
This posting covers a single opening on our Wealth Management team that will be leveled as either Senior Advisor or Lead Advisor, based on the candidate's years of experience and…
Added 6 months ago
Wealth Coordinator or Associate Wealth Advisor - Partner - AFS/GP Financial Svcs
Aviso Wealth
Regina, Saskatchewan
The role involves supporting a Senior Wealth Advisor through administrative and sales tasks. Responsibilities include working with existing clients and credit union members, assisting in…
Added 51 mins ago
Principal Banking Cloud Architect | Client Partner | Technology Consulting (35568)
Myticas Consulting
Toronto, ON
Full-time
…strong client relationship skills. You will serve as a trusted advisor to senior banking executives, helping shape technology strategy while expanding long-term client…
Added 5 hours ago
Senior Recruiter
Husky Technologies
Bolton, ON
Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 11 hours ago
Senior Recruiter
Husky Technologies
Bolton, ON
Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 17 hours ago
Senior Recruiter
Husky Technologies
Bolton, ON
Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 17 hours ago
Senior Financial Advisor - Abitibi-Témiscamingue
CIBC
Val-d'Or, QC
Full-time
…grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in…
Added 21 days ago
Administrative Assistant to the Regional Vice President
IG Wealth Management
Quebec, QC
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 11 days ago
Senior Specialist, National Sales Enablement
IG Wealth Management
ON · Ontario, Canada
Full-time
Experience supporting a national sales, wealth management, asset management, financial services or advisor-facing team.
Added 5 days ago
Business Architecture Advisor
iA Financial Group
Montreal, QC · Quebec, QC
Full-time
As a Business Architecture Advisor, you will play a key leadership role in aligning strategy with execution. You will influence strategic direction and translate it into clear, practical,…
Added 3 days ago
Project Portfolio Manager
iA Financial Group
Montreal, QC · Quebec, QC
Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 3 days ago
Accounting Standards and Financial Reporting Advisor
iA Financial Group
Montreal, QC · Quebec, QC
Full-time
Participate in preparing and reviewing internal and external financial information, including management reports, presentations to senior management and other strategic financial documents.
Added 5 days ago
Manager, Business Insights & Analytics
CI Financial
Toronto, ON
Full-time
Build strong relationships across Wealth Operations, Sales, Advisor Support, Technology, and senior business leadership teams.
Added 3 days ago
Director, Programs - AI & Digital Transformation
RBC
Toronto, ON
Full-time
…enterprise-wide AI Transformation programs. You will serve as a trusted advisor to senior executives, orchestrating cross-functional collaboration across business lines, technology, risk,…
Added 4 days ago
Senior Financial Advisor - CIRO-MFD/AMF - Beloeil
CIBC
Beloeil, QC
Full-time
…grow a dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the…
Added 3 days ago
Director, Competitive Search
CIBC
Toronto, ON
Full-time
…designed to attract high-value external mass affluent Financial Advisor talent through a model that blends business development, strategic sourcing, market intelligence, and high-touch…

CIBC

Senior Financial Advisor - Abitibi-Témiscamingue

Val-d'Or, QC, Canada

Job type: Full-time
Apply by: Oct 1, 2026
Posting language: English
Posted: Sep 18, 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 manage and grow your dedicated client portfolio through key relationship management, creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to make lasting connections and understand their goals, build their financial plan using advanced CIBC tools and give them the right advice to help them make well-informed choices for their future. 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. Deliver trusted investment advice and create personalized financial plans to enhance existing relationships. Cultivate your network to establish new client relationships.
Business development - Deeply understand your local market and potential client base to create a comprehensive 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.
Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
You can demonstrate 1.5 – 3 years experience in financial advisory role managing and growing your own portfolio of clients.
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 upon hire. Personal Financial Planner (PFP) within 24 months of hire.
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 [email protected]
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

Val-d'Or-Cibc

Employment Type

Regular

Weekly Hours

37.5

Skills

Business Development, Client Service, Community Connections, Financial Advising, Investments, Lending, Portfolio Management, Results-Oriented

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More about this job

Responsibilities

Manage and grow a dedicated client portfolio by creating comprehensive financial plans and delivering expert investment advice. Proactively engage with clients to build lasting connections and execute business development strategies to convert leads into new relationships.

Requirements

Requires 1.5 to 3 years of experience in a financial advisory role and professional certifications including CIRO-MFD and AMF licensing. Candidates must hold or be working toward relevant industry accreditations such as CSC, CIFC, or RRC.

Skills

Financial advisory
Portfolio management
Business development
Financial planning
Investment advice
Networking
Sales planning
Credit solutions
Investment solutions
Community outreach
Client 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
CIBC
Imperial Service
Portfolio Management
Business Development
Financial Planning
CIRO-MFD
AMF
CSC
CIFC
IFC
PFP
RRC
Investment Advice
Client Engagement
Banking
Relationship Management
Sales Plan
Credit Solutions
Investment Solutions
Community Involvement
Brand Awareness
Financial Services
Wealth Management

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